메인 콘텐츠로 건너뛰기
항목을 찾을 수 없습니다.
dropboxsign 로고
Dropbox Sign을 사용해야 하는 이유
아코디언 메뉴 펼치기/접기

포함된 기능

온라인에서 문서 서명
전자 서명 만들기
템플릿 선택 또는 생성
PDF를 작성하고 서명하기
온라인 계약 체결하기
문서 관리
기능 살펴보기
오른쪽 방향 화살표 아이콘

이용 사례

영업 및 비즈니스 개발
인사
스타트업
재무 기술
부동산
온디맨드 서비스
제품
아코디언 메뉴 펼치기/접기
Dropbox 아이콘
Sign
간편한 문서 전송과 서명
Dropbox 아이콘
Sign API
워크플로에 전자 서명 통합
dropbox fax 아이콘
Fax
팩스 없는 팩스 전송
dropbox 통합 아이콘
연동
여러분이 일하는 곳이라면 어디서든 구현 가능한 Dropbox Sign
관련 자료
아코디언 메뉴 펼치기/접기
블로그
워크플로 전문 지식과 제품 소식
고객 이용 후기
실제 성과를 엿볼 수 있는 실제 스토리
도움말 센터
Dropbox Sign 제품 심층 설명
자료 라이브러리
보고서, 동영상, 정보 안내서
개발자
요금
아코디언 메뉴 펼치기/접기
Dropbox Sign 요금제
가장 적합한 요금제 찾기
Dropbox Sign API 요금제
실제 성과를 엿볼 수 있는 실제 스토리
영업팀에 문의
가입
영업팀에 문의
로그인
아코디언 메뉴 펼치기/접기
Dropbox Sign
Dropbox Forms
Dropbox Fax
무료 평가판
블로그
/
전자 서명의 기본

What Does Embedded Requesting Look Like?

by 
Claire Murdough
November 2, 2016
5개
분 소요
What Does Embedded Requesting Look Like?
툴팁 아이콘

새로운 이름, 변함없이 강력한 성능! HelloSign이 Dropbox Sign으로 새롭게 탄생했습니다.

닫기 아이콘



When you think of Dropbox Sign you might immediately think of eSignatures. In fact, we offer a lot more than easy online signing! 

‍

We power tons of features that allow anyone to manage, customize, and automate every inch of their document workflows. 

‍

Today we’re covering embedded requesting. This is a feature that’s available to API customers of Dropbox Sign. You may find this feature particularly intriguing if you’re looking for a way to incorporate online signing directly into your website, application, or workflow. 

‍

Read on if this is you!

‍

What is Embedded Requesting?

‍


Embedded requesting gives you the ability to seamlessly embed Dropbox Sign’s signing functionality into your website, workflow, or application. This means you (or your users) can format documents online and send them out for legally binding signature, all within the parameters of your interface. 

‍

Embedded requesting also gives you the option to brand the signing experience with your colors and logo, making it look native to your website or application.

‍

What Does Embedded Requesting Look Like?

‍


Since you control the branding, the possibilities for what embedded requesting looks like are endless. Of course, it’s always easiest to see something like this in action. We’ll go over just one example what it could look like below. 

‍

Let’s imagine for a moment that you’re the CEO of an HR platform called “CIRQLHR.” CIRQLHR is a platform that allows HR professionals to simplify everything about HR, from onboarding to exit interviews. 

‍

Here’s your logo:


‍



Since paperwork plays a
role for HR teams, you know you need to provide your customers with an easy way to manage and get their HR documents signed. Ideally, you’d like them to do this on your platform.

That’s where Dropbox Sign’s embedded requesting comes in. 

‍

, you can build online signing into your platform such that customers of CIRQLHR will be able to upload a document to the CirqHR platform and send it for signature without leaving their CirqHR dashboard.

Let’s walk through what this might look like for your CIRQLHR users.

‍

Step 1.

‍


First, a user of CIRQLHR would upload a document to their CIRQLHR dashboard. We’ve used a W-9 form in this example. The screenshot below shows a simplified version of a platform dashboard, but hopefully you can get the idea.


‍

‍

Step 2.

‍


The user would then choose who needs to sign the document. They can add up to 20 signers and enter in email addresses of those they’d like to cc as well (in the case of HR, that might be a supervisor or CEO).


‍

‍

Step 3.

‍


Once signing roles have been assigned, it’s time for the document to be prepared. At this point, users would have the option to format the document with text fields, initials boxes, checkboxes, electronic signature fields, and more. The preparer of the document can also set
criteria for a field at this time. For example, they can dictate “Numbers only” for a phone number field.


‍

‍

screen-shot-2016-10-11-at-2-12-54-pm

‍

Note

‍


Remember,
so far has been accomplished on CIRQLHR's website. There’s been no need for the customer to navigate out of the dashboard to a new tab.

‍

Step 4.

‍


As a last step, the user would title the document and send it with an optional message to the recipient.


‍

‍

Step 5.

‍


After the document is sent, the customer stays on the original site (CIRQLHR’s dashboard) after the document is sent. They can continue along their merry way of being the best HR professional in the land. 

‍

어때요, 참 쉽죠? 

‍

The CIRQLHR example showcases a simple and incredibly powerful workflow. This embedded requesting model completely eliminated the need for your customer to navigate to a third party site and added real, applicable value to the CIRQLHR platform.

‍

How You Can Customize Embedded Requesting

‍


You may have found the example flow to be familiar if you’ve ever used Dropbox Sign before. It follows the same proven signing simplicity that we’ve built into our own product. 

‍

Did you happen to notice, however, that the CIRQLHR logo was where the Dropbox Sign logo usually is? The favicon in the tab also features the CIRQLHR logo.


‍

‍



That’s because the CIRQLHR example uses basic branding. They chose to swap out Dropbox Sign's logo with their own. Basic branding is only the beginning of customization for embedded requesting. 

You also have the opportunity to premium brand the experience of embedded requesting. Premium branding the flow gives you the power to fully brand the experience, making all colors reflect your colors, all logos match your company, and eliminates any mention of being powered by Dropbox Sign. Like in this example for a fictional paper company:


‍

Who Benefits from Embedded Requesting?

‍


Everyone! One of the most valuable things about Dropbox Sign’s embedded features is that they’re beneficial to integrators, users, and signers alike.

Here’s what each can look forward to:

‍

  • The integrator. The company or owner who builds the integration into their website or product benefits by adding the value of exceptional signing to their platform or workflow. Embedded electronic signing has proven to be a huge selling point for companies and adds huge value to any platform or workflow. Just ask Brokermint. They increased their sales conversion rate by 73% after integrating the Dropbox Sign API.
  • The user. The customer who uses embedded requesting to upload a document, format it, and send it out for signature benefits from a seamless document management experience. They don’t have to fuss with different applications or navigate to different tabs.
  • The signer. The signer of the document benefits from the easy online signing flow. They simply receive the prepared document in their email account, fill it out,  and sign it in a few clicks. Then they automatically receive a saved copy of the completed document.

‍

Real Examples of Embedded Requesting

‍


Companies like the Global recruitment platform JobAdder use embedded requesting to great effect. They’ve been able to increase the value of the platform and help make their customers awesome in the process! Read more about

‍

자세히 알아보기

‍


Interested in learning how you can embed requesting? Check out our

진행 상태 확인

모두 완료되었습니다! 받은 편지함을 확인하세요.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
오른쪽 방향 화살표 아이콘
닫기 아이콘

Up next:

책상에서 노트북으로 작업하는 사람. 문서에 추가되는 전자 서명을 보여주는 화면.
전자 서명의 기본
8
분 소요

SES, AES, QES: 전자 서명 유형 설명

Person signing a document on a tablet in a living room.
전자 서명의 기본
5개
분 소요

How to validate a digital signature—and why it matters

보고서

2022년 소규모 비즈니스 전망

제품
Dropbox SignDropbox Sign APIDropbox Fax연동
Dropbox Sign이어야 하는 이유
전자 서명문서에 서명PDF 작성과 서명온라인 계약전자 서명 만들기서명 편집기Word 문서 서명
지원
도움말 센터영업팀에 문의지원팀에 연락쿠키 관리시작하기: Dropbox Sign시작하기: Dropbox Sign API
관련 자료
블로그고객 이용 후기자료 센터합법성 지침신뢰 센터
파트너
전략적 파트너파트너 찾기
회사
함께 일하기이용 약관개인정보 보호
Facebook 아이콘Youtube 아이콘

사용 가능한 결제 수단

Mastercard 로고Visa 로고American Express 로고Discover 로고
CPA 컴플라이언스 배지HIPAA 컴플라이언스 배지Sky High Enterprise Ready 배지ISO 9001 인증 배지

Dropbox Sign 전자 서명은 미국, 유럽연합, 영국을 비롯해 전 세계 많은 국가에서 법적 구속력을 발휘합니다.
더 자세한 정보는 이용 약관과 개인정보처리방침에서 확인할 수 있습니다.