E-signature
Dropbox Sign
Send Dropbox Sign (formerly HelloSign) signature requests from Atlas, follow their status, and fetch the completed documents.
What this connector does
- Send signature requests from saved templates, or for documents at web addresses.
- Follow the status of each request and each signer, and remind a signer or cancel a request.
- Get a temporary download link for the documents of a request.
- Read your templates and signer roles, and the quota left on the account.
Before you begin
- You are an owner or administrator of your Atlas workspace.
- You can sign in to your Dropbox Sign account and approve access for Atlas.
- Atlas looks after the Dropbox Sign app on its side, so there is nothing for you to create or copy.
How to connect
Open Dropbox Sign in Integrations
In Atlas, open Integrations and select Dropbox Sign.
Press Connect
Atlas sends you to Dropbox Sign to sign in. Sign in with the account you want to connect.
Approve access
Review the permissions that Dropbox Sign lists and approve them. Atlas returns you to the connector page, which then shows the connection.
Check the connection
Select Test connection on the connector page. A passing result means Atlas can read from Dropbox Sign.
Permissions Atlas asks for
basic_account_inforequest_signaturetemplate_accessSetup checklist
- Confirm you are an owner or administrator of your Atlas workspace.
- Open Integrations and select the connector.
- Press Connect and sign in to Dropbox Sign.
- Review the permissions that Dropbox Sign lists and approve them.
- Select Test connection and read the result.
Troubleshooting
invalid_token
The saved sign-in has expired or was revoked. Reconnect from Atlas.
plan does not allow other apps to connect
Upgrade to a Standard plan or higher to let other apps connect.
Connect says Dropbox Sign is not available yet
Atlas has not enabled Dropbox Sign for this deployment, so there is nothing for you to configure. Check again later.
The sign-in was cancelled
If you close the Dropbox Sign screen or choose Cancel, Atlas does not connect. Press Connect again and approve the access.
Atlas asks you to reconnect
Dropbox Sign can end a connection when access is revoked or a password changes. Press Reconnect on the connector page and approve the access again.
Event notifications
Atlas does not yet receive events from Dropbox Sign. It reads Dropbox Sign when you run an operation, so what you see is current at that moment.
Events Atlas listens for
- None yet. Atlas reads this connector when asked and does not receive events from it.
Provider docs: https://developers.hellosign.com/docs/oauth/walkthrough/
Disconnect and data deletion
- Click Disconnect on the Atlas Dropbox Sign connector page.
- Open Settings, API and delete the Atlas Connector app.
- Atlas stops sending new signature requests on disconnect.
When you are ready, open the live connector page and press Connect to finish connecting Dropbox Sign.
Open the Dropbox Sign connector page