Dropbox Sign Add-On

Overview

The QBench Dropbox Sign integration offers a quick and easy way to send and manage eSignature requests of your order-level PrintDocs right from within QBench. Signatures are legally binding under the ESIGN Act of 2000, providing the same legal standing as pen and paper alternatives. Once signed, a tamperproof audit trail will be affixed to your PrintDoc showing you time-stamped action of the document history. Learn more about security and privacy at the Dropbox Sign Trust Center.

Subscription Necessary

If you haven't already, contact your Customer Success Manager or account representative to inquire about enabling the Dropbox Sign Integration. Additionally, an active subscription to the Dropbox Sign API is required. Find out more on the Dropbox Sign API pricing page.

Creating a Dropbox Sign API key

Your API key is a code used to uniquely identify your Dropbox Sign account. To create an API key:

1. Sign in to your Dropbox Sign account.
2. Click API on the left sidebar.
3. Click Generate key and copy the full API key. You will need it later on the LIMS side.

Configuring QBench

1. Go to "Configuration" > "Application" > "Dropbox Sign" (note this will require the subscription to the Dropbox Sign integration).
2. On the "Integrate with Dropbox Sign" tab, paste the API key you copied earlier in the API Key field and click “Save”.

Configuring Print Templates

To start requesting signatures on your order-level PrintDocs, create a new Print Template or modify an existing one.

1. Go to "Configuration" > "Application" > "Templates" > “Print”.
2. Click “+ New Print Template Configuration” to create new, or click on the name of an existing template to modify it.
3. Ensure that Editor Type is set to either “Code” or “Visual Editor” and Print Level is set to “Order”.
4. You should see a checkbox to “Enable Dropbox Sign” for this particular PrintDoc config. 
5. On the “Design” tab create new or modify an existing template design to include one or more signature box(es) by using the dropbox_sign_input Jinja filter. Read more about the filter here.
6. Save your template as a new version and set it as an active template.

Sending a Signature Request

Send a signature request from the “Print” tab of an Order detail page.

1. Navigate to “Workflow” > “Orders” > “All” and click on an existing order to view its details.
2. Click on the “Print” tab and select an active Print template from the dropdown above the table of documents. Click “Generate”.
3. Each document that contains the Jinja dropbox_sign_input filter(s) will have a “Request Signature” button under the “Signature” column. This means you are ready to send the document for signatures.
4. Click “Request Signature” and fill in the appropriate signer information. You can also enable sequential signing by checking the “Enable Signing Order” box. This means the first signer must complete the process before the second is sent a signature request.
5. Once completely signed, you can retrieve the signed document by clicking on the download icon associated with the document version or the green “View Signatures” button.

Canceling a Signature Request

Before a document is completely signed by the required parties, you may choose to cancel the request. This action is not reversible and the requested signers will no longer be able to sign. Accessing canceled documents will result in a 404. To cancel an incomplete signature request, click on the red “Cancel Request” button.