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Dropbox Sign

Dropbox Sign

Dropbox Sign (formerly HelloSign) is the easiest way to send, receive and manage legally binding electronic signatures.
Document Management

title: Dropbox Sign

description: Dropbox Sign (formerly HelloSign) is the easiest way to send, receive and manage legally binding electronic signatures.

Dropbox Sign

Dropbox Sign (formerly HelloSign) is the easiest way to send, receive and manage legally binding electronic signatures.

Extension settings

In order to set up this extension, you will need to provide the following settings:

  1. API Key
  2. Client ID - the id of the API app created in Dropbox Sign. Only required if want to use embedded signature requests.
  3. Test mode - whether you want to execute all API calls to DropboxSign in test mode. When test mode is enabled, signature requests will not be legally binding. When disabled, keep in mind that you must upgrade to a paid DropboxSign API plan to create signature requests via the extension.

Custom Actions

Embedded signing

Embedded Signing gives users the ability to sign documents directly from Awell Hosted Pages using Dropbox Sign's embedded signing feature. First an embedded signature request with a template is created and then a signing URL is generated for the signature request. Via the signing URL, we can let the user sign the request from within Awell.

Embedded signing behaves as a blocking action where the action is only completed when the signature request is effectively signed.

In order to add embedded signing, you need to add 2 actions to you care flow:

  1. First, add the "Create embedded signature request with template" action. This action will create an embedded signature request based on a template and return a sign URL.
  2. Second, add the "Embedded signing" action. In this action you will have to configure the sign URL you got from the first action.

Please note that the signing URL generated in the first step is only valid for 1 hour. This means that from as soon as the first action is activated, the user has 1 hour to complete the signing request. When the sign URL has expired, the document cannot be signed anymore and and the process would have to be repeated.

Send signature request with template

Creates and sends a new SignatureRequest based off of a template specified with the template id parameter. The request will be send to specified signer via email. Please note that is a non-blocking action and that the care flow will automatically continue once the request is sent. It won't wait for the actual signing of the request.

To send signature requests via the DropboxSign API you must upgrade to a paid API plan.

Get signature request

Returns the SignatureRequest specified by the signature request id parameter.

Send request reminder

Sends an email to the signer reminding them to sign the signature request. You cannot send a reminder within 1 hour of the last reminder that was sent. This includes manual AND automatic reminders.

Important:

  • The email address specified to send the reminder to needs to be an email address of an actual signer linked to the signature request. If not, the action will fail.
  • This action can not be used with embedded signature requests.

Cancel signature request

Cancels an incomplete signature request. This action is not reversible.

Pricing
Free
Custom Actions
Send signature request with template
Send request reminder
Cancel signature request
Get signature request
Create embedded signature request with template
Embedded signing
Author
Awell
Version
1
Support
info@awellhealth.com

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