Have you ever needed to get a signature on a file and just wanted to quickly do it from Dropbox without any extra steps? Now you can use the HelloSign Dropbox Extension to do exactly that!
This blog post will show you how to prepare your Dropbox documents and sign or send them for signature using this extension.
Step-by-Step Guide to Using the HelloSign Extension for Dropbox
Step 1. Sign into Your Dropbox account
With this extension, the document signing process is initiated directly from your Dropbox account. Log into your Dropbox account and locate the file you’d like to sign or get signed. The HelloSign extension currently supports .PDF, .DOC, and .DOCX file types.
Step 2. Select “Open with” and choose “HelloSign” from the dropdown menu
By selecting the HelloSign extension in Dropbox to open a Dropbox file, you'll be able to access the functionality of HelloSign to complete a signature workflow.
Step 3. Sign into your existing HelloSign account or create a new account
After opening your document with HelloSign, you’ll be directed to a login page. Use your HelloSign credentials to sign in to your existing HelloSign account or easily create a new account using an email address or Google login. Note: If it's your first time using the extension you'll also be asked to connect HelloSign to your Dropbox account.
For new HelloSign users who activate this extension, you’ll automatically receive a three month free trial of our Pro Plan. HelloSign Pro gives you access to unlimited documents, 1 template, data validation, and more.
Note: If you’re a new user you’ll need to verify your email and set a password. It’s easy!
Step 4. Use HelloSign to prepare your document
Now it’s time to begin preparing your documents. If you’re new to HelloSign, learn how to use HelloSign to format, sign, and send documents here.
Step 5. Send your document for signature
Once prepared, the document is ready for signature. After sending the document out, you have the option to view the status of the document or go right back to Dropbox.
Step 6. You’re done!
If you select “Return to Dropbox”, you’ll be dropped exactly where you started in Dropbox.
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Pretty easy right? We hope you enjoy this option for making online signing as seamless as possible. To learn more about how this extension came to be check out our announcement blog post.