Quick summary
Integrating Docusign with Dropbox lets you import files directly from your Dropbox storage into Docusign for signing. This step-by-step process takes just a few clicks from the Docusign dashboard and requires granting Dropbox access permissions once.
Steps
- On the Docusign main dashboard, click 'Start' to begin a new document workflow.
- Tap 'Upload' to open the file source selection options.
- Select 'Dropbox' from the list of available sources and log into your Dropbox account.
- Click 'Allow' to agree to the terms and grant the necessary permissions to Docusign.
- Your Docusign account is now integrated with Dropbox, enabling you to access and import Dropbox files directly into Docusign.
