The Dropbox Sign Standard add-on
This article describes a feature available to customers on Dropbox Business.
The Dropbox Sign Standard add-on gives teams access to advanced eSignature features, allowing you to both sign and request signatures online, quickly and easily.
Sign Standard add-on features
The Sign Standard add-on features include:
- Integrations: Send signature requests, create templates and store documents within the tools you already use.
- Reusable Templates: Create frequently used documents in seconds, with saved formatting and fields.
- Advanced Security: Use SMS authentication and signer access codes to ensure the right person is opening and signing your documents.
Learn more about more about the features of Dropbox Sign Standard.
Members who have the Sign Standard add-on will be able to access these advanced esignature features on hellosign.com.
Assigning the Sign Standard add-on to a team member
Team admins can assign add-ons to team members through the admin console.
To do this for individual members of your team:
- Log in to dropbox.com with your admin credentials.
- Click Admin console.
- Click Members.
- Click No add-ons under Add-ons, next to the person you want to assign an add-on to.
- Click Add beside Sign Standard in the pop-up that appears.
- Click Buy now.
- Once assigned, No add-ons will change to Sign Standard under Add-ons.
Remove a Sign Standard add-on from a team member
To remove an add-on:
- Log in to dropbox.com with your admin credentials.
- Click Admin console.
- Click Members.
- Click Sign Standard under Add-ons, next to the person you want to remove the add-on from.
- Click Remove beside Sign Standard in the pop-up that appears.
- Click Confirm.
- Once removed, Sign Standard will change to No add-ons under Add-ons.
Buy or remove Sign Standard add-ons for multiple team members
To add or remove add-ons for multiple team members:
- Log in to dropbox.com with your admin credentials.
- Click Admin console.
- Click Members.
- Check the box beside Name, which will select all team members. Uncheck the box beside any members that you don’t want to include.
- Click Add add-ons to add multiple team members, then click Confirm.
- Click Remove add-ons to remove multiple team members, then click Confirm.
When you purchase the add-on, you'll be charged at a prorated amount for your current billing period. At the start of your next billing cycle, you'll be charged for the full amount of the add-on, in addition to your subscription cost.
When you remove the add-on, your selection will go into effect on your next renewal.
Admin console functionality
Admins with the Sign Standard add-on will have access to both the admin console on dropbox.com and the Dropbox Sign admin console.
The Dropbox Sign admin console allows you to edit settings under three different categories: Reporting, Settings, and Security.
Learn more about the Sign admin console.
Admins that don't have the add-on license purchased for themselves won't be able to view signature request activity on hellosign.com and access some of the features available to admins in Sign, such as sending reminders and editing signers for pending signature requests.
However, they’ll be able to see the signature requests and templates created by their team members with the add-on in the signature hub. They will also have access to the Sign admin console to change settings for their team members.
Signatures setting
Toggling the Signatures setting in the Dropbox admin console to “On” or “Off” will only impact signature features within Dropbox. Users with the add-on will still be able to access advanced signature features through hellosign.com.
When this toggle is turned off, admins won’t have access to the signature hub on dropbox.com to view team members’ signature activities. Instead, you can access hellosign.com to manage the team’s signature documents and templates on the Home page.
Activity log
Signature activities performed by members of your team with the add-on through hellosign.com won’t appear in the activity log and external sharing report on the Dropbox admin console. You can access this information through the Reporting section of the Dropbox Sign admin console.
External sharing
To turn off sharing documents outside members of the team, team admins can go to the Sharing section of Settings in the Dropbox admin console and toggle Get documents signed to “Off”. This will prevent external sharing on both Dropbox and Dropbox Sign.
Templates
To turn off team members’ ability to create and edit templates, team admins can go to the Signatures section of Settings in the Dropbox admin console and toggle Creating and editing templates to “Off”. This will prevent template editing and creation on both Dropbox and Dropbox Sign.
Sign Standard add-on FAQs
What happens if I upgrade my plan?
The Sign Standard add-on is only available on Dropbox Business. If you upgrade from Business to Business Plus, your Sign Standard add-on will be removed. Members of your team who had the add-on will lose access to the features provided on hellosign.com.
What happens if I disband or delete my team?
If you disband or delete your Dropbox Business team, all members of the team will lose access to the advanced signature features on hellosign.com. If you’ve chosen to cancel your team subscription before disbanding or deleting, you’ll still be able to use the Sign Standard add-on until the end of your billing period, at which point your team will enter a locked state.
What happens if a team member is removed from the team?
Once a team member with the add-on is removed, the add-on will be canceled at the end of the current billing cycle. As an admin, you can transfer ownership of that user’s files to another member of the team, including their documents and templates created on hellosign.com. You won’t be able to reassign this add-on to another team member.
If a team member is removed from the team and their account is deleted, the removed member’s Dropbox account will be deleted permanently and they won’t retain any access to signature templates or documents on Dropbox or Dropbox Sign.
If a team member is removed from the team and downgraded to a Dropbox Basic account, they’ll still be able to access their signature documents on both Dropbox and Dropbox Sign.
What happens if my team is in a locked state?
If your team goes into locked state, members of the team with the add-on will lose access to features on hellosign.com. If a team member decides to leave while the team is in locked state, and converts their Dropbox account to a Basic account, they will still have access to Dropbox Sign and their templates and signature documents.
What happens if I downgrade my plan?
If you downgrade from Dropbox Business to Advanced, or Standard, you will lose access to the add-on, and a prorated refund will be provided.
I’ve signed a BAA (Business Associate Agreement). Can I still purchase the Sign Standard add-on?
If you’ve signed a BAA, you’ll be able to purchase the Sign Standard add-on. However, the add-on and the eSignature features it provides aren’t HIPAA compliant, and shouldn’t be used to process protected health information (PHI).
Community answers
-
Posted by: mich9253 216 days ago
9392
10
0
-
Posted by: fssbob 266 days ago
2724
3
0
-
Posted by: jayharris 272 days ago
1248
3
0