Connect Box to SignWell
The Box integration lets you import files from Box into SignWell and automatically save completed signed documents back to Box.
Once connected, you can choose files from Box when creating a document in SignWell. This is helpful if your agreements, contracts, forms, or other documents are already stored in Box.
How this integration works
Box works as a cloud file source inside SignWell.
When you select a file from Box, SignWell imports a copy of the file into your SignWell document workflow. You can then add recipients, place fields, and send the document for signature.
After all recipients complete the document, SignWell can automatically save the completed signed PDF back to your connected Box account.
Box files are not live-synced with SignWell. Changes made later in Box will not update the SignWell document.
Connect Box
To connect Box:
- Go to Settings.
- Select Integrations.
- Choose Box.
- Click Connect Box.
- Sign in to your Box account.
- Approve the requested Box permissions.
Once connected, Box will be available as an import option when creating a document.
You may also be able to connect Box directly from the new-document flow. If Box is not connected yet, selecting Box as your file source will prompt you to connect before choosing a file.
Save completed documents to Box
When Box is connected, completed signed PDFs can be saved back to Box automatically.
By default, SignWell saves completed documents to a Box folder named:
SignWell - Signed
The signed file is saved as a PDF once all recipients have completed the document.
You can turn Box saving on or off from your Box integration settings. You can also change the Box folder where completed signed PDFs are saved.
Disconnect Box
To disconnect Box:
- Go to Settings.
- Select Integrations.
- Choose Box.
- Click Disconnect.
After disconnecting, you will no longer be able to import documents from Box or automatically save completed PDFs back to Box unless you reconnect the integration.
Any documents that are already in progress will continue through the normal SignWell signing process.
Common questions
Does connecting Box automatically send my documents?
No. Connecting Box only lets you import files from Box and save completed PDFs back to Box.
Are Box files synced with SignWell after import?
No. SignWell imports a copy of the selected file. Changes made later in Box will not update the SignWell document.
Do recipients need Box access?
No. Recipients sign through SignWell as usual. They do not need a Box account or access to the original Box file.
Can I still upload files from my computer or other cloud providers?
Yes. Box is an additional import option. You can still upload documents directly from your computer or use other available file source options.
Does each team member need to connect their own Box account?
Yes. Each SignWell user connects their own Box account. One user’s Box connection is not shared with other workspace members.
What happens if Box save-back fails?
Your signed document is always available in SignWell, even if save-back to Box fails. SignWell will notify you if a save-back fails so you can reconnect Box or update your Box settings.
If you have any questions, please feel free to contact us at support@signwell.com.