Import Documents from Box
After connecting Box to SignWell, you can choose files from Box when creating a new document.
This lets you start a SignWell document without first downloading the file from Box and uploading it manually.
Import a file from Box
To import a document from Box:
- Click New Document from your Documents dashboard.
- Choose Upload or Import Document.
- Select Box as your file source.
- Choose the file you want to use.
- Import the file into SignWell.
- Continue preparing the document in SignWell.
From there, you can continue with the normal SignWell document flow: add recipients, place fields, set signing options, and send the document for signature.
What happens after import
When you import a file from Box, SignWell creates a copy of that file in your SignWell document workflow.
The original Box file is not changed.
After the file is imported, the document is prepared and sent through SignWell like any other document.
Selecting multiple files
You may be able to select multiple files from Box in a single import.
When multiple files are selected, SignWell adds them to the document workflow so you can prepare and send them together.
Each file is validated individually for file type and size. If a file cannot be imported, SignWell will show an error so you can remove the failed file or try again.
Supported file types
Box imports follow SignWell’s standard supported file types and upload requirements. For the current list, see Preparing and Uploading Documents.
If a file type cannot be imported directly from Box, download or export the file from Box first, then upload it to SignWell manually.
Common questions
Does importing from Box change the original file?
No. SignWell imports a copy of the selected Box file. The original file in Box is not changed.
Do recipients need Box access?
No. Recipients sign through SignWell as usual. They do not need access to the original Box file.
Can I import files from shared Box folders?
You can import files that are available to your connected Box account, based on your Box permissions.
Can I import an entire Box folder?
No. Box folder import is not included. Choose the specific file or files you want to use in SignWell.
What happens if a Box file cannot be imported?
SignWell will show an import error. You can try again, choose another file, or download the file from Box and upload it to SignWell manually.
If you have any questions, please feel free to contact us at support@signwell.com.