How to use Dropbox Sign Writeback Fields in Salesforce

Updated Nov 10, 2026

Additionally, when placing writeback textbox fields onto the document, be sure to leave the Assigned To field as Sender (purple). This is because any initial data from the writeback field is provided by the sender (Salesforce), even though the signer will still be able to enter data upon initiating the signature request.

Changing the Assigned To field to the Signer (green) will cause an error in the template.

Notes:

This feature is only available in templates for single signers or for the first signer in multi-signer requests that are in sequential order.
Writeback supports text (excluding encrypted text) checkbox, number, phone, and email fields.
If Dropbox Sign is unable to make the update to the record as a result of a validation rule, process builder, or the field having been deleted, all writeback updates will fail. An error will be logged in the Dropbox Sign Logs. Please make sure that all writeback fields are available for update and won't be blocked by Salesforce logic.
Ensure that all chosen writeback fields are editable by the integration user, otherwise “is not editable” errors will be generated in Dropbox Sign Logs.
Depending on the number of available merge and writeback fields there can be a slight delay between toggling the writeback slider and it reflecting in our modal. Clicking the slider twice can result in deselecting the field.

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