Dropbox Sign integration overview

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

What is Dropbox Sign?

Dropbox Sign 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 Sign integration

Follow these steps to set up the Dropbox Sign 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.
Under Company, select Integrations.

Step 3: Find Dropbox Sign

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

Step 4: Connect Dropbox Sign

Click Dropbox Sign to open the integration details.
Click Connect to start the integration process.

Step 5: Authorize the integration

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

Step 6: Configure integration settings

Return to Ramp and configure the integration settings as needed.
Configure default recipients and, if needed, enforce signing order.

Using Dropbox Sign with Ramp

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

Upload financial documents to Ramp that require signatures.
Send documents for signature through Dropbox Sign 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 Sign.
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 Sign with Ramp, enhancing your document management and approval processes.