How to use Dropbox Sign with QQ Catalyst

How to send a signature request using the Dropbox Sign and QQ Catalyst integration

To send a signature request:

1. Log in to your QQ Catalyst account. 
2. In the Global Navigation bar, search for and select the contact with the ACORD form to be signed.
3. Click ACORD.
4. Select the ACORD form from either the ACORD Forms or History list.
5. Click e-Sign.
6. Click Dropbox Sign. QQ Catalyst generates a PDF file and sends it to Dropbox Sign.
7. In the pop up, click Click here to open app. 
8. In the Dropbox Sign app-site, add the signer roles.
9. Click Prepare doc for signing.
10. Add the required fields.
11. Click Continue.
12. Edit the title and the message if needed.
13. Click Request signature.

How to add a new ACORD form to a contact

To add a new ACORD form to a contact:

1. Log in to your QQ Catalyst account. 
2. Go to the Contact page.
3. Click Add ACORD Form.
4. Click any form (for example, Property Loss Notice).
5. Click Next.
6. Click Save And Close.