How to add the Dropbox Sign button and signature request layout in Salesforce

Supported Salesforce Editions

The following editions are supported:

• Essentials
• Professional 
• Enterprise
• Unlimited
• Developer

Prerequisites

The following prequisites must be met:

• You must have Dropbox Sign for Salesforce Version 4.0 or greater installed in your organization.
• You must be a Salesforce Admin in your organization.

How to add the Dropbox Sign button and signature request layout

To add the Dropbox Sign button and signature request layout in Salesforce:

1. Log in to Salesforce.
2. Go to Settings > Object manager.
3. Find Opportunity, Account, Lead, or Contact.
4. Click object name.
5. Click Page Layouts.
6. Choose the layout to add the Dropbox Sign action and related list.
7. In the layout editor, click Mobile & Lightning Actions.
8. Drag the Use Dropbox Sign action to Salesforce Mobile and Lightning Experience Actions.
9. Click Related Lists.
10. Click and drag the Dropbox Sign Signature Requests into the related list listing.
11. If desired, make the following adjustments:
    1. Configure the columns on the Dropbox Sign Signature Request Object by selecting the wrench icon.
    2. From the available fields boxes, choose which fields to have on the layout. We recommend selecting Descending for Sort by Default and adding the following fields:
       • Request ID
       • Document Name
       • Dropbox Sign Template (if you plan to use our templates) 
       • Latest Action
    3. Click Ok to update related list columns.
12. After the button and related list have been added press the save icon on the layout.