Using “CloudSign for Box” allows seamless coordination from creating and negotiating contracts to concluding and storing them. The steps for installation and usage are as follows.
These steps assume that you are already using the online storage service, “Box.”
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After you log into Box, click the icon at the top right and select “App.”
Enter and search for “CloudSign” in the app market. You can also access the app directly here.
Click “+Add” and install “CloudSign for Box” to your account.
Select “Add.”
After the app has been installed, return to Box and select the document you want to send.
Left-click the relevant document, or click the “•••” on the right side of the document, select “Integrations” and click “Send with CloudSign.”
The steps above bring up the CloudSign window, so use the same steps as ordinary CloudSign operations and specify the recipient and input fields to send the document.
When using the service for the first time, you will be required to log into the account specified in your application.