How to use Dropbox Sign with Paperless Pipeline

You can use the Dropbox Sign and Paperless Pipeline integration to send signature requests directly from transactions and reference docs in Paperless Pipeline.

Features included in the integration

Send and manage signature requests

With the Dropbox Sign and Paperless Pipeline integration, you can send signature requests and reminders directly from Paperless Pipeline. You can also download, cancel, and delete signature requests without switching over to Dropbox Sign.

Visibility

You can check document completion and individual signer statuses.

How to get the integration

To get the Dropbox Sign and Paperless Pipeline integration:

1. Log in to Paperless Pipeline.
2. Click your avatar or initials in the top-right, then click Personal Profile.
3. On the left menu, select Dropbox Sign from the Integrations section.
4. Click Get Started to complete the connection process.
5. Log in to your Dropbox Sign account.
6. Click Accept to allow access.
7. In the top menu, click Reference and you'll see the Send to Dropbox Sign option.

Learn more about setting up and using the Dropbox Sign and Paperless Pipeline integration.