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Get from your Dropbox account

You can also get the document(s) directly from your Dropbox account to get them digitally signed. The cloud documents can then be shared with the signers/ reviewers for approval/ sign off purposes.

To get a document from your Dropbox account,
  1. Click the "Home" option from the top menu.
  2. Click the "Get From Cloud" option from the right menu. 
    The "Get Document from Cloud" dialog will appear.

  3. Click the "Dropbox" option to connect to your Dropbox account.
    A popup will appear showing the login screen of Dropbox.

  4. Specify your Dropbox credentials (ID & password) and click the "Sign in" button to log in to your Dropbox account. The system will display the list of your Dropbox documents after the successful login.

  5. Select the required document(s) from the list.
  6. Click the "Choose" button to bring the selected documents in to SigningHub. The adjacent count shows the number of selected documents. 
    System will get and display the selected document(s) in the "Get Document from Cloud" screen for further processing. 

  7. If you want to add these cloud document(s) in your personal documents library for future use, tick the "Also add to your library" option. The adjacent count shows the number of documents picked from Dropbox. 
  8. Click the "Done" button. The cloud documents will be added in the main grid with "Draft" status. In case of selecting a single document from your cloud drive (see step 5), the "Prepare" button will appear in place of "Done", which will open the uploaded document to configure workflow details and initiate the signing process.

‚ÄčThe availability of Dropbox feature is subject to your subscribed service plan or purchased SigningHub license. If you cannot find this option in your account, upgrade your service plan or contact sales.

See also

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