Qbox: Initiate eSignatures

You can import PDFs and request eSignatures from signees through the Qbox web dashboard. The feature must first be enabled by the Account Owner using this link. 

To initiate an eSignature, follow these instructions:

1. Click on the ‘Signatures' tab at the top of Qbox and then select the '+Add' option to the top right.
   
   
   
2. In the pop-up window, you'll be presented with the option to add a new PDF file to use for eSignature. Make sure to select the correct Client so Qbox knows where to store the PDF during document preparation. You may also categorize the file during this upload process as well. You can add the file by dragging and dropping the file into the indicated box in the center or you can click the center box to browse and select the file from your computer. Once these are filled out and you're ready to proceed, click 'Upload'.
   
   
   
   
   1. If the file you wish to use for eSignature is already on Qbox, you can use the 'Select Files' tab instead and select the file from the correct Client in Qbox.
      
      
      
   2. Alternatively, you can go to the 'Files' tab and navigate to the Client older where you'd like to have the PDF reside and use the 'Actions' menu to upload the new PDF to that exact location. Once a document is added, you can then click the three-dot menu for the PDF document and select 'eSignature'.

Next, you will have the option to prepare the document, create a template, or apply an existing eSignature template. The 'Prepare Document' button is used when you need to prepare a unique PDF document for specific client users. An eSignature template can be created for a document that is commonly signed by many different Client Users or Team Members. You can create a template and apply it to a document when necessary to save time preparing the document for the specific Client User(s) or Team Member(s). For this example, select the 'Prepare Document' button.

 

Enter the email addresses of users who need to sign the document.

You can rearrange the order by dragging the emails up or down using the icons on the right.

Check the 'Enforce signature order' box if the users need to sign one after another. If enforced, the second signer will not receive a notification or be able to sign the document until the first user signs the document and so on. You can also add more users to sign the document by clicking 'Add more Users'.

Check the 'Include My Signature' box if you need to sign the document.

Once all signer email addresses have been added, click the 'Prepare Document' button.

The document will be displayed and there will be a panel with multiple eSignature components on the right side of the screen.

 

To prepare the document, drag and drop eSignature components like a Signature line, Initials line, Date field, Text Box, or Checkbox over the document.

 

Assign each component to a signer by right-clicking on the component.

 

When you are finished, click the 'Save & Send' button to send an email to each selected user which will include a link to access and sign the document.

To initiate an eSignature to a user with a regular Qbox account (with access to a Sync folder):

If you’d like to have an eSignature sent to a user who has a Qbox account, you can first upload the PDF through the Qbox Explorer desktop client or initiate from an existing shared PDF. Then you can go to the Qbox web dashboard, go to the Files tab, and locate the PDF file in the appropriate Sync Folder. Once located, you can click the three-dot Actions button and select ‘eSignature’ to initiate the signature.

Once all signees have completed the document, a new version of the PDF will be downloaded onto the Qbox Explorer for those who have it installed.