How to Create an E-Sign Template with Dropbox Sign (Text E-Sign friendly) Follow
Welcome to the E-Sign setup tutorial! Ready to start signing up new clients today? 😊
Your legal CRM system includes a ready-to-use integration with the #1 E-Sign provider, Dropbox Sign. Your firm can send out text messages/email e-sign retainers immediately. The legal CRM's embedded version of Dropbox Sign offers significant time savings. When your team is ready to send out an e-sign to sign up a new client, it only takes seconds to fill in client information from the database and send it to your recipients via text message and email.
Delivering volume discounts to our customers: As our legal CRM customer, we pass through volume discounts for the Dropbox Sign API version to our clients. The Dropbox Sign service is usage-based and billed monthly per e-sign signature request sent out, but there is no monthly service fee to set up your Dropbox Sign templates as this discount is passed through to our customers.
💡 Also, there is no need to purchase a separate Dropbox Sign account since the legal CRM system includes a Dropbox Sign account.
Set up your first Dropbox Sign e-sign template, and then you can start sending text E-Signs💰
Do it once and use it many times!
The video is much easier to follow than the written steps below.
Watch this tutorial video on setting up e-sign templates and sending text e-sign retainers:
How to Setup E-Sign Templates
To send your first e-sign, you will want to use the embedded point-and-click editor from Dropbox Sign to set up your first e-sign template.
First, navigate to Setup -> E-Sign Settings.
Click "+ Add E-Sign Document"
Give your e-sign template a name next to the "E-Sign Template Name" section.
Please note: special characters such as !@#$%^&*()_-"'<>+ are not allowed in your template name.
Next, upload your document using the "Upload Document" section.
You will then want to choose how many signers this document will have in the "How Many Signers?" section. To add a signer, use the "Select Additional Signer/CC" dropdown to choose a specific user or role to be an additional signer. You will then set the "Role" to Signer and click "Add"
⚠️The number of signers can only be modified when first setting up an e-sign template. This means that once you create your template, you will not be able to add or remove signers.
You can also configure CCs for an e-sign template by setting the "Role" to CC. CCs are recipients who should receive a copy of any signed e-signs that are processed.
Lastly, if you know that your e-sign template will have an additional signer or CC, but you don't know who that person is yet, or that person could change on a case-by-case basis, you will use the option for Other. This will allow you to set a placeholder value when initially configuring your template. This placeholder value can then be modified on the fly before sending a template to a client.
If you need your retainer to be used for specific sources or case types, you can set those restrictions in the "Used for these Sources" and "Used for these Types of Cases" sections.
Next, you need to choose the fields that should be referenced in your template. You can choose to reference fields from specific case types by clicking "Choose Additional Case Types" and selecting the appropriate case type(s). You can also select from a list of global fields under the "All Case Types/Global Fields" section.
⚠️Please note: you must select at least one field for your template.
Once you are done with the above configurations, scroll down to the bottom of the page and click "Next"
You will now be presented with the point-and-click editor from Dropbox Sign.
On the left-hand side, you will see a list of fields that can be inserted into your document.
You have an option to insert a Signature field or Initials. If your template has more than one signer, you can choose which signer the signature and/or initials relate to using the Signers dropdown at the top of the left-hand sidebar.
These fields will auto-fill specific information. For example, the Date Signed field will auto-fill the current date that your recipient accesses the template.
The rest of the auto-fill fields require the recipient or sender to enter that field's information once. Then, the previously entered information will auto-fill in subsequent fields of the same type.
These fields collect information from your recipient or hardcode-specific information. For example, you can add a Checkbox to your document and use the "Assigned to" field to assign it to the Client. Alternatively, you could assign to Me (now) to hardcode the value of the Checkbox as checked.
If you want to insert a field that will auto-fill information from your legal CRM, you must choose a Textbox field.
When you choose the "Assigned to" field type, you will have a new option for Sender.
Then choose the field that should auto-fill there by using the "What text goes here?" field.
For all fields, the right-hand side will show additional modifications that can be made to your fields, such as changing font size, field requirements, and more.
When you are done setting up your template, click "Continue" in the top right-hand corner of your screen to save your finalized template.
How to Edit/Delete an Existing Template
Editing a Template
If you need to edit the name of your template, CCs, or the fields in your template, you will do this from the editor screen.
Click "Open Editor" to get started.
Next, you can modify the template's name, the template's CCs, restrictions, and fields used.
If you need to remove any existing CCs, click the trash can icon to the right of their name.
To add new CCs, use the "Select Additional Signer/CC" dropdown to choose a specific user or role and click "Add"
Please note that for fields, if you remove any from the settings page, you must remove or reassign the field you used on the template builder screen as well.
When you are ready, scroll to the bottom of the page and click "Next"
After making the required modifications to your template, click "Continue" to save your modified template.
If you need to change the underlying document that is used for a template, click "Settings"
Next, you can download the current file being used or upload a new file.
Click "Submit" when you are done.
⚠️Please note: if you are uploading a new document, the new document must be the same number of pages as the original document. If it is not, the template will fail to save, and you will have to reconfigure your template from scratch.
Deleting a Template
To delete a template, click "Delete"
⚠️Please note: this action cannot be undone, so please be cautious when deleting templates. In addition, even if you delete a template, this will not affect previously sent templates. Your recipients can still complete any previously sent templates.
🤗 Thank you very much for choosing us as your legal CRM!