How to send a signature request

You can send a signature request on sign.dropbox.com or on the Dropbox mobile app. For customers on paid plans, your request can include an expiry date, so when the expiry date expires, the signer will no longer be able to open or sign your document. 

Note: At present, only English users on paid plans can include an expiry date in their signature requests. 

On sign.dropbox.com

1. Log in to sign.dropbox.com.
2. Click Sign or send.
3. Select the file(s) you’d like to send for signature.
   • To add files from your computer, click Upload file and follow the prompts, or drag and drop files where it says Drag and drop files here.
   • To add files from a third-party application, click the icon for the application where your files are located and follow the prompts.
4. Once you’ve added all your files, click Next.
5. Add the names and email addresses of the people who need to sign.
   • Note: you can add up to 20 signers per signature request.
6. Click Next.
7. Click and drag the fields you’d like to add from the left sidebar to your document.
   Find out more about using the Dropbox Sign editor.
   • To change who a field is assigned to, click the field you’d like to assign, then click the dropdown menu under Assigned to in the right sidebar.
   • By default, all fields are required. To make a field optional, click the field you’d like to make optional, then toggle Required to off in the right sidebar.
8. Click Next.
9. Under cc, add the email addresses of the people you’d like to receive a copy of this document.
10. Under Email to signers, add a subject and message.
    • Note: you may not have the option to edit the Subject and Message fields if an admin on your team has enabled HIPAA compliance.
11. Under Document expiry date, a paid plan feature, you can tick the tickbox next to Set expiry date and time: 
    
    • To add a date, click the calendar icon and use the date picker to select a date for the request to expire.
      • Note: your selected date must be more than 24 hours from the current date and time, and within 90 days.
    • To add a time, click the clock icon and select a time from the dropdown menu for the expiry time.
12. Click Send for signature.

Note: Paid plan customers can edit signature request expiry dates and times even after requests have been sent.

Learn more about editing signature request expiry dates and times

On the Dropbox mobile app for iOS and Android

1. Open the Dropbox mobile app.
2. Navigate to the PDF you’d like to send for signature.
3. Tap the document to open the preview.
4. Tap Edit/Sign in the lower left portion of the page.
5. Tap Sign in the menu bar at the bottom.
6. Choose Other people.
7. Enter the signer’s name and email address.
   • Note: You can only add one signer on the Dropbox mobile app.
8. Tap Next.
9. Add the fields you wish to your PDF using the menu bar at the bottom of your screen.
   • Note: All fields that you add will be required for your signer to fill in.
10. Edit the Subject and Message to be sent to your signer, if you wish.
11. Tap Send.

A copy of your PDF will be added to the same location as your original PDF, with the latest signature request status appended to the file name, such as “Sample_PDF (pending)”.

Notes:

• All Dropbox customers can send up to three free signature requests per month.
• Customers on a paid Dropbox Sign plan or Dropbox Essentials, Business or Business Plus can send more, depending on their plan.
• If you’ve set up branded sharing, your logo will appear in all signature request emails and previews.
• Templates aren’t available on the Dropbox mobile app.