Having documents signed with Box Sign
With the Box integration you have a customer sign documents of an order digitally with Box Sign, for example a contract and a SEPA mandate at the same time. After signing, the signed pdfs and the signing log are added to the order automatically and the order status changes.
What do you need?
- The order module and at least one order template for the document to be signed.
- A Box account with Box Sign and a configured Box integration in i-Reserve. The technical setup is described in Box.com integration steps and Box.com implementation checklist. Would you like us to set this up for you? Please contact our support team.
- A customer with an email address, linked to the order.
The settings of the Box integration
| Setting | What it does |
|---|---|
| Order templates | The templates that are sent when you set the order to Sign requested. |
| Templates for manual sending | The templates you can choose with the button Send documents for signing. If you leave this empty, you see all order templates. |
| Send signed document to | An email address, for example of your accounts department, that receives a copy of the signed documents. |
| Redirect url | The page the customer goes to after signing, for example a thank-you page on your website. |
| Box field (external ID) | An order field in which the number of the signing request is stored. |
| Folder name | The folder in Box where the documents are put. |
Option 1: with the button
- Open the order and click Send documents for signing in the action block.
- Under Documents, choose one or more templates, for example a contract and a SEPA mandate.
- Under Signers the customer is already selected. You can add contact persons of the customer or company, or someone else with Add signer.
- Fill in the Subject and Message of the email the signers receive from Box. If you leave them empty, Box sends a standard English text.
- Click Send to Box.
Option 2: with the order status
Set the status of the order to Sign requested. i-Reserve then creates a document from each template under Order templates, saves it with the order and sends everything to the customer in one signing request. Useful if you always have the same documents signed.
After signing
| The customer… | Order status | What happens |
|---|---|---|
| signs | Signed | The signed pdfs (…_signed.pdf) and the signing log are saved as documents with the order. |
| declines | Declined | Contact the customer, adjust the order and send it again. |
| does not sign in time | Expired | Send the request again. |
If the message from Box does not arrive, i-Reserve itself checks the state of orders that have been on Sign requested for more than an hour.
Making the template suitable for signing
Box Sign puts the signature at the position of a text tag in the document. In your template, put for example [[s|1]] where the signature of the first signer should go and [[d|1]] for the date. Make the tags white if you do not want them to be visible. The exact notation is in the Box documentation on text tags.
Library and signing together
Do you always sell the same contract? Record it as a template in the order library. A new customer then gets a contract in three steps: order from the library, adjust the lines, status to Sign requested.
The technical background of the integration is in Box.com integration: method and functional background.
