Form View signing on Dropbox Sign

If you‘re signing a document you received through Dropbox Sign on your mobile device, you can now use Form View for a better user experience. When you use Form View, you can easily complete Dropbox Sign documents in a mobile browser without zooming in.
 

What is Form View signing

When you open up a document in a mobile web browser, you can turn on Form View by using the toggle in the top-right corner. When you turn on Form View, it only displays the fields you need to complete so you don’t need to review the entire document.

You can switch between Form View and the original document layout at any time by using the toggle. This allows you to preview your input in the document. You will also be shown the entire document before you sign it.
 

How to sign a document using Form View

To sign a document using Form View:

1. Click Review & sign in the email you receive from Dropbox Sign.
2. This opens the document in a new browser window, where you can turn on Form View by using the toggle in the upper right.
3. Click Get started.
4. Complete all the required fields.
   • It shows how many fields are left to complete at the top of the screen.
   • If you miss any fields, you’ll be prompted to complete them before continuing.
5. Click Next to preview the entire document.
6. Click Submit to return your completed document to the sender.

Learn more about the Dropbox Sign signing experience on desktop.
 

How to enable Form View when sending signature requests

To enable Form View when preparing your document:

1. Log in to 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 and follow the prompts.
4. Once you’ve added your files, click Next.
5. Add the names and email addresses of the people who need to sign.
6. Click Next.
7. Check the box next to Enable form view at the top of the Fields tab in the left sidebar.
8. Add required fields and update each Field name with clear, descriptive labels like “Full name (First and last)”.
   

9. Click Preview in the editor to see how Form View will look to your signer.
10. Click Next when you’ve added all your fields.
11. Review your request and add any optional information for the recipient.
12. Click Send for signature.

Learn more about sending signature requests.
 

How to enable Form View when creating signature templates

To enable Form View when creating a template:

1. Log in to sign.dropbox.com.
2. Click Templates in the left sidebar.
3. Click Create template.
4. Select the document(s) you’d like to add to your template.
5. 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.
6. To add files from a third-party application, click the icon for the application where your files are located and follow the prompts.
7. Once you’ve added all your files, click Next.
8. Add signer roles, such as “Buyer” or “Seller”.
9. Click Next.
10. Check the box next to Enable form view at the top of the Fields tab in the left sidebar.
11. Add required fields and update each Field name with clear, descriptive labels like “Full name (First and last)”.

12. Click Preview in the editor to see how Form View will look to your signer.
13. Click Next when you’ve added all your fields.
14. Add template details.
15. Click Save template.

Learn more about creating templates.
 

How to enable Form View when editing signature templates

To enable Form View when editing a template:

1. Log in to sign.dropbox.com.
2. Select Templates in the left sidebar.
3. Click  (more info) next to the template you’d like to edit.
4. Click Edit.
5. Choose whether to keep the same document(s) or select new document(s), then click Next.
6. Choose whether to keep or edit signer roles, then click Next.
7. Check the box next to Enable form view at the top of the Fields tab in the left sidebar.
8. Update or review required fields, and make sure each Field name has clear, descriptive labels like “Full name (First and last)”.

9. Click Preview in the editor to see how Form View will look to your signer.
10. Click Next when you’ve edited or reviewed all your fields.
11. Update template details if required.
12. Click Save template.

Learn more about editing templates.