Dropbox Sign integration overview

Welcome to the Dropbox Signature integration guide for Ramp. This document is designed to help Ramp admins and finance teams set up and use the Dropbox Signature integration. Follow the steps below to ensure a smooth setup and usage process.

What is Dropbox signature?

Dropbox Signature is an e-signature tool that allows you to sign documents digitally. By integrating it with Ramp, you can streamline the process of approving and managing financial documents.

How to set up Dropbox signature integration

Follow these steps to set up the Dropbox Signature integration with Ramp:

Open your web browser.
Go to the Ramp sign-in page.
Enter your credentials and click "Sign in."

Step 2: Access integrations

Once signed in, navigate to the dashboard.
Click on "Settings" in the left-hand menu.
Select "Integrations" from the dropdown list.

Step 3: Find Dropbox signature

In the Integrations page, look for "Dropbox Signature."
You can use the search bar to locate it quickly.

Step 4: Connect Dropbox signature

Click on "Dropbox Signature" to open the integration details.
Click "Connect" to start the integration process.

Step 5: Authorize the integration

You will be redirected to the Dropbox Signature authorization page.
Sign in to your Dropbox Signature account if prompted.
Allow Ramp to access your Dropbox Signature account by clicking "Authorize."

Step 6: Configure integration settings

Return to Ramp and configure the integration settings as needed.
Set up notifications and document approval workflows according to your organization's preferences.

Using Dropbox signature with Ramp

Once the integration is set up, you can start using Dropbox Signature with Ramp for document approvals:

Upload financial documents to Ramp that require signatures.
Send documents for signature through Dropbox Signature directly from Ramp.
Track the status of documents and approvals within Ramp.

Troubleshooting

If you encounter any issues during setup or use, consider the following steps:

Ensure you have the correct permissions in both Ramp and Dropbox Signature.
Check your internet connection.
Verify that you are using the latest version of your web browser.

For further assistance, please contact Ramp Support.

By following this guide, you can efficiently integrate and use Dropbox Signature with Ramp, enhancing your document management and approval processes.