Dropbox Sign for Microsoft Word integration

How to add the integration

To add the Dropbox Sign for Word integration:

1. Log in to your 365 account.
2. Select the Word option. 
3. Open a Word file. 
4. Navigate to the Home tab on the ribbon.
5. Select the Add-ins option. A pop up with a search bar appears.
6. Enter “Dropbox Sign” in the search bar.
7. Click Dropbox Sign for Word. 
8. Click Add.
9. Click Store.
10. Search for Dropbox Sign.
11. Once you find the Dropbox Sign for Word add-in, click Add to the right of the listing. 

When the integration is installed, Dropbox Sign will appear as a tab on the ribbon. Clicking the tab will display three options: 

• Self-Sign: For documents you need to sign and fill out.
• Send for Signature: Documents in which you're requesting others to sign.
• My Account: Access to your Dropbox Sign account, help center, and to log out.

How to create a Dropbox Sign Account

To create a Dropbox Sign account:

1. Log in to your 365 account.
2. Open a Word file.
3. Navigate to the Dropbox Sign tab on the ribbon.
4. Click My Account.
5. Click Sign Up. A Dropbox Sign sign up page opens in your browser.
   • If you're using Office 365, a prompt authorization panel will display when you attempt to open a new window. When this happens, click Allow.
6. Enter the email you want to connect to your account and select a Dropbox Sign plan.
7. Verify your new account via email.
8. Create a password.

How to connect Dropbox Sign to Word

To connect Dropbox Sign to Word:

1. Log in to your 365 account.
2. Open a Word file.
3. Navigate to the Dropbox Sign tab on the ribbon.
4. Click My Account.
5. Click Log In.
6. Click Accept.
7. Enter your Dropbox Sign account username and password.

How to use Dropbox Sign for Word

Our Dropbox Sign for Word integration supports signing and requesting signatures as well as access to your Dropbox Sign account information.

How to use Self-Sign for documents you need to sign and fill out

Clicking Self-Sign begins the process of uploading your document to Dropbox Sign for signing. When you upload the document, you'll see a window pop up with your document in the Dropbox Sign signing editor.

To sign the document:

1. From the left panel, drag and drop the Signature field onto the document.
2. Edit the location and size of your signature field as necessary.
3. Enter your signature.
4. Add additional fields into your document as needed, such as initials, date signed, textboxes, and checkboxes.
5. Click Save.

Your document is now legally signed. You'll receive a confirmation message with the option to view and download your signed document in the right task panel in Word.

How to use Send for Signature for Documents in which you’re requesting others to sign

Clicking Send for Signature begins the process of uploading your document to Dropbox Sign for signing. Once uploaded you'll see a window pop up with Dropbox Sign's add signers page.

To request signatures on the document:

1. Enter the name and email for everyone that needs to sign the document.
2. Click Next to access the Dropbox Sign editor.
3. In the left panel, select from the list of fields and click where you'd like to place the fields on the document.
   • Learn how to edit fields in the Dropbox Sign editor.
4. Assign each field by clicking on the field and selecting a signer under Assigned To.
5. Click Next.
6. Add individuals to be CC'd on the request as needed. 
7. Add a request title (subject of the email) and message.
8. Click Send for signature.

Your document is sent. You'll receive a confirmation message with the option to view the status of your request in Dropbox Sign in the right task panel in Word.

How to use My Account to access your Dropbox Sign account, help center, and to log out

On My Account you can:

• View your Dropbox Sign account information.
• View the status of your documents.
• Go to the Dropbox Sign's help center.
• Log out and disconnect your Dropbox Sign account from Word.

Additional Information

• Dropbox Sign for Word doesn’t currently support Google or Dropbox Single Sing On (SSO). If your Dropbox Sign account is using either SSO option you'll need to go through the Dropbox Sign reset password flow to access Dropbox Sign in Word. Learn how to reset your Dropbox Sign password.
• Dropbox Sign for Word features include signing a document, requesting signatures from multiple signers, and including CC’d recipients. Additional Dropbox Sign features aren’t currently supported. To request additional functionality, contact Dropbox Support.
• Dropbox Sign for Word isn’t currently supported on Internet Explorer 11. This may also impact those on older versions of Word desktop. Learn more about browsers and webview controls used by Office Add-ins.
• Dropbox Sign for Word isn’t currently supported on Safari.