How to use Dropbox Sign batch scheduling

Dropbox Sign template records exist in one of three states: Pending, Active, or Archived. Batch scheduling ensures that the correct status is reflected in your templates stored at sign.dropbox.com by syncing Salesforce changes with Dropbox Sign at a predetermined frequency. This results in Salesforce users being presented with only those templates which are active and available for use.

Dropbox Sign template record states

1. Pending: These are templates in the process of being created natively within Salesforce. For example, if an admin was in the process of making a non-disclosure agreement (NDA) template.
2. Active: These are templates that have been created and are ready to send from your Salesforce organization. For example, an NDA template that has gone through the pending step.
3. Archived: These are templates that an admin has chosen to no longer send for signature. For example, if an NDA template from a previous year was replaced with a template from the current year.

How to set the template syncing schedule

To set the syncing schedule:

1. Log in to Salesforce.
2. Go to Dropbox Sign Settings.
3. Click Trigger Settings.
4. Choose one of the following frequency options:
   1. Hourly: Choose to sync the changes every hour.
   2. Daily: Choose to sync the changes every day.
   3. Run Now: Choose to perform a manual sync.
5. Click Schedule.