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.

 

Using AI to Detect Sign Elements:

When adding signature elements to a document in a Client Folder, you can simplify the process by having Qbox parse through and automatically detect potential elements. 

First, reach out to Qbox Support to have this feature enabled. Second, while logged in the Qbox web dashboard as the Account Owner, click your icon on the top-right and go to Settings. Under the ‘AI’ section, click ‘Enable’. This only needs to be done once.

Initiate an eSignature on a PDF file in a Client Folder from the Qbox web dashboard and select ‘Prepare Document’. (This function is not available for Creating/Applying Templates).

On the screen where you drag and drop elements, you should see a ‘Detect Elements with AI’ section on the right. Click the ‘Detect Sign Elements’ button and you will see new elements being added where Qbox best sees them fit. If any of the elements are misplaced, you can right-click and delete them or click and drag to reposition. 

You will see a pop-up on the bottom-right showing how many AI Credits were used for this function. 

If there are no remaining Credits, you will be prompted to purchase additional storage from the Storage page. Alternatively, you can wait for the end of the month for more Credits to be added to your account.

To track how many remaining AI Credits you have, click your initials on the top-right of Qbox and select ‘Qbox AI Credits’.

 

100,000 of AI credits are included for free for each billable folder, additional storage, and CS billable user added to the account. Please note the following:

•   AI credits reset monthly — Unused credits expire at the end of each calendar month.
•   New credits are credited on the 1st of every month.
•   Non-transferable — AI credits cannot be transferred, resold, or converted into cash.