Custom Dropbox Sign integration saves time & ensures compliance

How does Dropbox Sign help my organization?

Whether you’re running a business, a government agency, or a nonprofit, you have to ensure that important documents — contracts, service agreements, job offer letters, and much more — are properly executed and recorded.

Relying on paper copies, messengers, and physical filing cabinets is inefficient and opens the door to security risks. Electronic signatures and digital processes help teams operate more efficiently with a fraction of the time and effort.

That’s why Dropbox Sign (formerly HelloSign) is the provider of choice for so many organizations today. Dropbox Sign provides legally-binding electronic signatures for executing business-critical documents in just a few clicks or taps. This service includes a variety of document templates for common forms, such as NDAs and tax documents. It also provides a mobile-friendly interface and other features, such as automated reminders to speed up the execution process.

One of the advantages Dropbox Sign offers is the ability to integrate with custom software solutions and other services. Skeleton Key has helped clients make the transition from paper-based recordkeeping and slow, inefficient processes to digital records and e-signatures — improving client satisfaction while cutting business costs.

What are some use cases for custom Dropbox Sign integration?

We helped one of our clients reduce turnaround times and eliminate filing issues with a custom software solution and Dropbox Sign integration. This client’s transactions involved multiple documents that needed to be signed. In the past, this meant emailing PDFs and waiting for the client to print, complete, and then scan or photograph the paper form to submit it. Those emailed attachments then needed to be filed appropriately. The entire process was chaotic and inefficient.

In this scenario, we built a custom solution using Dropbox Sign that effectively makes the document signing process invisible. The moment a transaction completes, the necessary documents are automatically generated from custom templates. The documents are preformatted and routed to the correct stakeholders for e-signatures. In the software backend, the client’s staff can see the status of each document. From an end-user standpoint, we built a seamless experience that can be completed on computers or mobile devices. For our client company’s team, handling documents now takes a fraction of the time; staff now focus on solving challenges such as rerouting documents to an alternative recipient if the original signer is out of office, or withdrawing and resubmitting documents that have expired.

What are the benefits of custom Dropbox Sign integration?

• Save time and effort: If your team handles hundreds, thousands, or tens of thousands of documents each year, reducing the time required to prepare, send, track, and process those documents can save you thousands of hours per year in staff time — resources that can be better used to grow your business or serve clients.
• Customize forms to fit your specific needs: With Skeleton Key’s experience in custom software integration, you don’t have to rely on out-of-the-box forms or change how you work to fit a template. Our team produces custom documents that precisely fit your needs, down to specific details like where signatures are placed, the types of fields included, and whether those fields are mandatory or optional. We can also create new types of documents and templates with ease as your offerings, processes, or business needs evolve.
• Remove compliance and security risks: Paper forms and emailed attachments introduce potential issues. Lost or mishandled forms can reveal confidential information, leading to lost opportunities, delays, or (at worst) legal liability. Secure e-signatures, ongoing monitoring, and a legally-binding digital audit trail with Dropbox Sign can remove these worries and improve your legal and regulatory compliance.

All of these capabilities can be natively integrated into a custom business application built on the secure Claris FileMaker platform, where your team can manage documents and e-signatures without having to log on to a separate portal. Thousands of users rely on our custom software solutions every day across a wide range of industries — including healthcare, construction, retail, education, and the public sector.

How do I get started with custom Dropbox Sign integration?

Our API library provides a solid foundation for integrating electronic documents and e-signatures into a custom software application. We can also integrate with common business solutions like HubSpot and QuickBooks for a seamless flow of information across your organization.

Book a consultation with us today. We’ll discuss your unique needs for document preparation, routing, and handling, then create a plan to help you achieve success.

Dropbox and Dropbox Sign are trademarks of Dropbox, Inc.