How to send a signature request on Dropbox Sign

You can send a signature request on app.sign.dropbox.com or on the Dropbox mobile app. For customers on paid plans, your request can include an expiration date, so when the expiration date expires, the signer will no longer be able to open or sign your document.

On app.sign.dropbox.com 

1. Log in to app.sign.dropbox.com.
2. Click Sign documents.
3. Select the file(s) you’d like to send for signature.
   • To add files from your computer, click Upload file and follow the prompts, or drag and drop files where it says Drag documents here to upload.
   • To add files from a third-party application, click the icon for the application where your files are located and follow the prompts.
4. Once you’ve added all your files, click Next.
5. Add the names and email addresses of the people who need to sign.
   • Notes:
     • You can add up to 20 signers per signature request.
     • If you’re on a Dropbox Sign free plan, you can have up to 3 signers per document.
6. Click Next.
7. Click and drag the fields you’d like to add from the left sidebar to your document.
   Learn more about using the Dropbox Sign editor.
   • To change who a field is assigned to, click the field you’d like to assign, then click the dropdown menu under Assigned to in the right sidebar.
   • By default, all fields are required. To make a field optional, click the field you’d like to make optional, then toggle Required to off in the right sidebar.
   • Check the box beside Enable form view at the top of left sidebar if you want to enable Form View.
8. Click Next.
9. Under cc, add the email addresses of the people you’d like to receive a copy of this document.
10. Under Email to signers, add a subject and message.
    • Note: You may not have the option to edit the Title and Message fields if an admin on your team has enabled HIPAA compliance.
11. Under Document expiration date, a paid plan feature, you can check the checkbox next to Set expiration date and time: 
    
    • To add a date, check the box beside Set expiration date and time, then click the calendar icon and use the date picker to select a date for the request to expire.
      • Note: Your selected date must be more than 24 hours from the current date and time, and within 90 days.
    • To add a time, click the clock icon and select a time from the dropdown menu for the expiration time.
12. Click Send for signature.

On the Dropbox mobile app for iOS and Android

1. Open the Dropbox mobile app.
2. Navigate to the PDF you’d like to send for signature.
3. Tap the document to open the preview.
4. Tap Edit/Sign in the lower left.
5. Tap Sign in the menu bar at the bottom (Android) or tap the Signature icon in the menu bar (iOS) on the left.
6. Choose Someone else.
7. Enter the signer’s name and email address.
   • Note: You can only add one signer on the Dropbox mobile app.
8. Tap Next.
9. Add the fields you’d like to your PDF using the menu bar at the bottom of your screen.
   • Note: All fields that you add will be required for your signer to fill out.
10. Tap Review in the top right to review your document.
11. Edit the Subject and Message to be sent to your signer, if you’d like.
12. Tap Send.

A copy of your PDF will be added to the same location as your original PDF, with the latest signature request status appended to the file name, such as “Sample_PDF (pending)”.