With the Dropbox Sign and Coda.io integration you can edit and sign multi-user documents within Coda.io, as well as store them in the cloud for easy access.
Features included in the integration
Multi-user
With Dropbox Sign and Coda.io integration, you will have access to:
- A signed document PDF repository
- Use of more than 3 case templates to integrate contract status into CRMs, project management, HR systems and more
Cloud-base sync
You can back up completed documents and account data to migrate them and use for quick access.
Get the integration
To get the Dropbox Sign and Coda.io integration:
- Log in to hellosign.com.
- Click your avatar (profile picture or initials) in the top-right.
- Click Settings.
- Click the API tab.
- Click the Generate key button. This will create an API key in this format: 123456789. You’ll need this to connect your Dropbox Sign account with your Coda.io account.
- Type in the name for the new API key.
- Next to the newly generated API key, click the copy icon (overlapping rectangle) to copy it.
- In another tab, log in to Coda.io.
- Click Insert in the top-right of the page.
- Type “Dropbox Sign” in the search bar.
- Select Dropbox Sign [official] under the Packs section.
- Click Add to doc.
- A pop-up window will ask for your confirmation to connect the accounts. Paste the API key you copied in step 7 into the API Key bar.
- Click Continue.
- Click Complete setup.
You can now add the Dropbox Sign integration features to any of your Coda.io document pages from the Insert menu. You can simply drag and drop documents in any row or column in an existing table body or template.
