Dropbox Sign (formerly HelloSign) delivery
The Dropbox Sign (formerly HelloSign) delivery sends documents generated by your process to Dropbox Sign for e-signatures.
To connect your Dropbox Sign account to Plumsail Documents, provide an API key in the Dropbox Sign delivery settings:
Create connection
You can create the API key in your Dropbox Sign account. Go to the Settings page and select API in the left menu, then click Generate key button and copy the generated key.
Paste the key into the Dropbox Sign delivery settings in Plumsail. After that, you can start specifying the delivery settings.
Main settings
Specify the document title and message for signers. Signers will see this message in the signature request email. See how to use tokens in these fields.
Add as many recipients as needed and assign roles to them. You can add them manually or dynamically using tokens. Check how to specify recipients dynamically based on your data.
Advanced settings
Expand the Advanced section to configure more settings:
Enable Sequential signing to control the signing order. Drag and drop recipients to define the order in which they should sign the document:
Enable Text tags if you plan to use Dropbox Sign signature tags. See how to use text tags.
Enable Test mode to test the delivery and preview the document as signers will see it. Dropbox Sign credits are not consumed in this mode.
Use signature and other related tags
It’s possible to specify the location of the e-signature and other related fields in the document. For that, you can use special text tags.
They are a series of options and identifiers divided by the pipe symbol and wrapped in square brackets.
A simple example to understand how they work is [sig|req|signer1].
This is how such a tag appears for signers:
The first option sig sets the field type to the signature. req means the field is required, signer1 means the field will be shown only for the first signer.
Using the same structure, you can define other field types:
Text tag value |
Field type |
|---|---|
text |
Text field |
check |
Checkbox field |
date |
Date field |
initial |
Signer’s initial field |
sig |
Signer’s signature field |
Find more information on Dropbox Sign text tags in the Dropbox Sign documentation.
Specify recipients dynamically based on your data
You can define recipients dynamically using tokens in the Name and Email fields. The data passed to the process determines who receives the document.
The Email field can contain a single address or a list of addresses separated by commas or semicolons:
{
"email": "Derek Clark <d.clark@contoso.com>; Jessica Adams <j.adams@contoso.com>"
}
If you provide a list of recipients in the Email field, the Name field is ignored.
You can specify recipient names in the list by placing names before the email address:
Behavior details:
If no name is provided, the email address is used as the recipient name.
If Sequential signing is enabled, recipients receive the document in the order specified in the list.
If you add an Access code, all recipients in the list receive the same code. To assign different codes, add recipients individually in the Recipients section.
Use tokens in delivery fields
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Note