---
title: "Using Dropbox Sign"
slug: "using-digital-signatures"
updated: 2025-06-13T15:11:08Z
published: 2025-06-13T15:11:08Z
canonical: "help.nexudus.com/using-digital-signatures"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Dropbox Sign

[Dropbox Sign](/v3/docs/digital-signature) lets one or more customers sign documents using a link they receive via email. You can request digital signatures for:

- Files you upload to a customer's account
- Proposals
- Documents you generate using document templates

In all cases, customers receive an email notification prompting them to sign the document using a unique link.

          Our integration with Dropbox Sign does not support any of the following as part of the signature process:

          

- Initials
- Notes
- Checkboxes
- Amendments or modifications

## Requesting digital signatures for document templates

You can create customer-specific documents using [document templates](/v3/docs/document-templates).

Templates can be used for contracts, statements, or any other type of document. You can request a digital signature when creating any document based on a template.

*For example, if you use a document template for dedicated desk contracts, you can request a digital signature when generating contracts for customers.*

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click the three dots icon next to the relevant customer.
4. Click **Create document** in the drop-down menu.

          You can only generate one document at a time.

          

1. Select the template you want to use for the document.
2. Enable the **Request the customer to digitally sign this document** toggle.
3. Add any additional signatories you would like to sign the document.

          Add signatories in the order you'd like to have them sign the document.

          

1. Click **Yes, do it** to confirm.

Your customer should receive an email notification asking them to sign the file within a few minutes.

![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28365%29.png)

The document also instantly appears in the **Documents** list on the Admin Panel with an *Out for signature* and *Shared* status. As soon as the document is signed, the status automatically switches to *Signed*.

If you requested more than one signature, the document will show how many people have already signed the document and the total number of signatures expected.

## Requesting digital signatures for external documents

You can upload external documents to Nexudus and ask customers to sign them using Dropbox Sign.

*For example, if you create your contracts in Word or Acrobat, you can upload each customer contract to your Nexudus account and request a digital signature.*

          This method only works for external documents.

          

If you want to request digital signatures for documents created using document templates, scroll up and follow the *[Requesting Digital Signatures for Document Templates](/v3/docs/using-digital-signatures#requesting-digital-signatures-for-document-templates)* instructions.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click **CRM > Documents**.
3. Click **Add document**.
4. Select the relevant **Customer**.
5. Click **Select file** and upload the relevant document.

          Upload PDF or PNG files if you want to maintain the document's original formatting.

          

1. Edit the file **Name** if needed.
2. Add any **Notes** that are relevant to the customer.

          **Notes** are included in the notification customers receive via email.

          

1. Enable the **Share this document with the customer** toggle.
2. Enable the **Request the customer to e-sign this document** toggle.
3. Click the **Save Changes** button.

Your customer should receive an email notification asking them to sign the file within a few minutes.

![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28363%29.png)

The document also instantly appears in the **Documents** list on the Admin Panel with an *Out for signature* and *Shared* status. As soon as the document is signed, its status automatically switches to *Signed*.