Contents x
    Using Dropbox Sign
    • 15 May 2023
    • 2 Minutes to read
    Contents

    Using Dropbox Sign

    • Updated on 15 May 2023
    • 2 Minutes to read
    Article Summary

    The Dropbox integration lets your occupiers digitally sign documents through a link provided via email.

    Digital signatures can be requested for documents generated in Nexudus as well as external documents uploaded to the Admin Panel. In both cases, occupiers receive an email notification prompting them to sign the document by clicking on a link and following Dropbox Sign's instructions.

    When occupiers sign a document via the integration, Nexudus automatically generates a signed copy of the original document in their account.

    Requesting Digital Signatures for Document Templates

    You can create occupier-specific documents using document templates.

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

    For example, if you create an office policy document based on a template that all new starters must sign as they are onboarded, you can request a digital signature from each occupier to track and manage them in Nexudus.

    1. Log in to the Admin Panel if you aren't already.

    3. Tick the checkbox next to the relevant occupier.

    You can only generate one document at a time.

    1. Click Create document in the Bulk Actions menu.

    2. Select the template you want to use for the document.

    3. Enable the Request the occupier to digitally sign this document toggle.

    4. Click Yes, do it to confirm.

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

    image.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.

    Requesting Digital Signatures for External Documents

    You can upload your own documents to Nexudus and ask occupiers to sign them using the integration.

    For example, you have an NDA in PDF format. You can upload each occupier's NDA to Nexudus account and request a digital signature from the Admin Panel.

    This method only works for documents uploaded to Nexudus.

    If you want to request digital signatures for documents created using document templates, scroll up and follow the instructions for Requesting Digital Signatures for Document Templates.

    1. Log in to the Admin Panel if you aren't already.

    2. Click CRM > Documents.

    3. Click Add document.

    4. Select the relevant occupier.

    5. Click Select file and upload the relevant document.

    We recommend uploading PDF or PNG files to maintain the original formatting.

    1. Edit the file Name if needed.

    2. Add any Notes that are relevant to the occupier.

    Notes are included in the email notification occupiers receive.

    1. Enable the Share this document with the occupier toggle.

    2. Enable the Request the occupier to e-sign this document toggle.

    3. Click the Save Changes button.

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

    image.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.

    Was this article helpful?
    What's Next