Articles in this section

Dropbox Sign for Word Integration

Avatar
David Manning
  • Updated
Follow

Available on all plans. 

The Dropbox Sign for Word add-in allows a user to open any Word file (40MB or under) and use the file as the basis for signing or requesting signatures. This article will cover the following areas:

  • Installing Dropbox Sign for Word
  • Creating & Connecting to Dropbox Sign from Word
  • Overview of Dropbox Sign for Word functionality
  • Considerations when using Dropbox Sign for Word

Installing

To install Dropbox Sign to Word complete the following steps:

  1. Log into your 365 account and select the Word option. 
  2. Open a Word file. 
  3. Navigate to the Insert tab on the ribbon, and then select the Office Add-ins option from the Add-ins section of the ribbon.
  4. An Office Add-ins page opens. Select the Store option.
  5. Type Dropbox Sign in the search field, and click the search icon.
  6. Once you find the Dropbox Sign for Word add-in, click the Add button to the right of the listing. 
  7. When the add-in is installed, Dropbox Sign will appear as a tab on the ribbon. Clicking the tab will display three options:
    1. Self-Sign - For documents you need to sign and fill out
    2. Send for Signature - Documents in which you are requesting others to sign
    3. My Account - Access to your Dropbox Sign account, Help Center, and to log out 

Create a Dropbox Sign Account

If you already have a Dropbox Sign account skip this section and go to the following section to learn how to connect. To create a Dropbox Sign account complete the following steps:
  1. Navigate to the Dropbox Sign tab on the ribbon and then select My Account
  2. A Dropbox Sign login page will appear in the right task panel
  3. Click Sign Up (note: if using Office 365 a prompt authorization panel will display when attempting to open a new window. When this happens, click Allow.)
  4. A Dropbox Sign sign up page will open in your browser
  5. Enter the email you want connected to your account and select a Dropbox Sign plan. 
  6. Verify your new account via email and create a password
  7. Your Dropbox Sign account is created and you can follow the steps to connect in the next section

Connect Dropbox Sign to Word

To connect Dropbox Sign to Word complete the following steps:

  1. Navigate to the Dropbox Sign tab on the ribbon and then select My Account
  2. Click Log In and click Accept open new window notification 
  3. Enter your Dropbox Sign username and password
  4. Your Dropbox Sign account will be connected to your Word account

Using Dropbox Sign for Word

Our Dropbox Sign for Word integration supports signing and requesting signatures as well as access to your Dropbox Sign account information.

Self-Sign - For documents you need to sign and fill out

Clicking the Self-Sign option will begin the process of uploading your document to Dropbox Sign for signing. Once uploaded you will see a window popup with your document in the Dropbox Sign signing editor.
To sign the document follow these steps:
  1. From the left panel drag and drop the Signature field onto the document, you can adjust the location and size of your signature field as necessary. 
  2. You will be prompted to enter your signature
  3. You may also add additional fields onto your document such as Initials, Date Signed, Textbox, and Checkbox
  4. Once all your fields are on the document click Save on the top right
  5. Document is now legally signed and in the right task panel in Word you will receive a confirmation message with the option to view and download your signed document

Send for Signature - Documents in which you are requesting others to sign

Clicking the Send for Signature option will begin the process of uploading your document to Dropbox Sign for signing. Once uploaded you will see a window popup with Dropbox Sign's add signers page.
To request signatures on the document follow these steps:
  1. Enter the name and email for all those that need to sign the document
  2. Click the Next button in the bottom right to be taken to the Editor
  3. From the left panel select from the list of fields such as Initials, Date Signed, Textbox, Checkbox and Signature, and click where you'd like to place the field on the document. 
  4. You can adjust the location and size of your signature field as necessary
  5. You can assign fields to different signers using the Assigned To option in the left panel
  6. Once all your fields are assigned click the Next button to be taken to the final Review and send step
  7. On the Review and Send step you can add individuals to be CC'd on the request as well as give the request a Title (subject of the email) and Message
  8. When everything looks right click the Send for signature button to complete the request
  9. Your document has now been sent and in the right task panel in Word you will receive a confirmation message with the option to view the status of your request in Dropbox Sign

 

My Account - Access to your Dropbox Sign account, Help Center, and to log out

Clicking the My Account option provides access to the following:

  • Link to your Dropbox Sign account information
  • Link to view the status of your documents
  • Link to Dropbox Sign's help center
  • The ability to Log out and disconnect your Dropbox Sign account from Word

Additional Information

  • Dropbox Sign for Word does not currently support Google or Dropbox SSO. If your Dropbox Sign account is using either SSO option you will need to go through the Dropbox Sign reset password flow to access Dropbox Sign in Word. 
  • Dropbox Sign for Word features include signing a document, requesting signatures from multiple signers, and including cc’d recipients. Additional Dropbox Sign features are not currently supported. To request additional functionality please contact support team here.
  • Dropbox Sign for Word is not currently supported on Internet Explorer 11. This may also impact those on older versions of Word desktop. https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins
  • Dropbox Sign for Word is not currently supported on Safari.
Please Note: Connection will maintain for seven days at which point you will be required to log in again. 

Related articles

Comments

0 comments

Please sign in to leave a comment.