Introducing iPaladin’s Dropbox Sign Integration: A New Standard in Document Management
With our new Dropbox Sign integration, sending documents for signature is now as easy as a click—right inside your workflow. No more jumping between systems, no more wasted time. Your iPaladin Digital Assistant handles everything seamlessly.
See the Dropbox Sign Integration in Action
What’s Different?
Control. Decide once how to manage your unsigned copies—keep them or delete them. Set it in a template, and iPaladin takes care of the rest, flawlessly.
How It Works—In Just a Few Steps:
- Add Dropbox Sign: Simply edit your Task or Compliance, select Dropbox Sign from the dropdown, and save.
- Link Your PDFs: Attach the PDFs that need signatures. The ‘Send for Signature’ button appears, ready to go.
- Send for Signature: Click ‘Send for Signature,’ add signer details, and watch as your documents move from “Pending Signature” to “Signature Obtained.”
The Result?
Every signed document is securely stored, with digital evidence neatly organized and ready whenever you need it. Dates are automatically updated, so you’re always in sync.
This isn’t just about signing documents. It’s about redefining how you work—making everything smoother, faster, and more intuitive. It’s clean, it’s powerful, and it’s designed to keep you moving forward.
Experience the future of document management. We’re excited to show you what’s next.
Frequently Asked Questions: Dropbox Sign Integration with iPaladin
Q1: What is Dropbox Sign integration in iPaladin?
A: Dropbox Sign integration allows you to send documents for signature directly within iPaladin’s Tasks and Compliances, streamlining the signing process and keeping everything organized.
Q2: How do I add Dropbox Sign to a task?
A: Edit your task or compliance, select Dropbox Sign from the step type dropdown, and save. Attach your PDF, and click ‘Send for Signature.’
Q3: What types of documents can be signed?
A: Only PDF documents can be used with Dropbox Sign within iPaladin.
Q4: What happens to my unsigned document?
A: If you select the “retain unsigned” option, the unsigned version is kept and marked. If you choose “delete unsigned,” the unsigned document is automatically replaced by the signed version.
Q5: How will I know when a document is signed?
A: The task step will automatically update from ‘Pending Signature’ to ‘Signature Obtained,’ and the signed document will be linked and dated.
Q6: Can I send multiple documents for signature at once?
A: Yes, you can link multiple PDFs to a single Dropbox Sign step, and all linked documents will be sent for signature at the same time.
Q7: Who do I contact if I need more signatures or have questions?
A: For pricing information, assistance, or to purchase additional signature bundles, please contact our service team at support@ipaladin.com.
