Text Tags allow you to add Dropbox Sign signature fields, custom fields, and merged Salesforce data directly into the source document. Applying text tag syntax to your source file will enable Dropbox Sign to detect the text tags in the document and display them correctly for all signers. The Dropbox Sign API automatically scans source documents and no additional steps are needed to enable text tags when using the Dropbox Sign for Salesforce integration.
Articles in this section
- Changing the date format when using Dropbox Sign for Salesforce
- Connected User Requirements and Considerations
- Template Tips
- Using Writeback Fields
- Configuring Salesforce objects to use with Dropbox Sign
- Using Dropbox sign text tags in Salesforce
- Default Templates
- How to install Dropbox Sign for Salesforce
- Connecting Dropbox Sign to Salesforce
- How to surface the Dropbox Sign button (Classic)
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