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:
- Click on the ‘Signatures' tab at the top of Qbox and then select the '+Add' option to the top right.
- 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'.
- 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.
- 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'.
- 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.
Enter the email addresses of users who need to sign the document.
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.