Skip to main content

Configure Dropbox Sign

NOTE

The following steps are only required if bringing your own Dropbox Sign account. These steps are not required if you are using a shared plan.

Create service account​

We highly recommend inviting a "service" account to Dropbox Sign such as [email protected] or [email protected] and using this account for the configurations. By doing this, the API Keys will not be tied to a specific user's account.

If you are using teams, this user should be placed at the top-level and given the "admin" role. The API Key is used for specific features such as sending reminders, so it is important this user has access to all documents.

Create API key​

Once the service user has been setup, login to Dropbox Sign with this user and perform the following:

  1. Browse to the "Integrations" page, then select "API" at the top of the page
  2. Press the "Generate Key" button
  3. Provide the API Key a name, such as "Procore"
  4. The API Key can be copied by pressing the icon to the right of the API key value
Use my account

Create client app​

  1. Browse to the "Integrations" page, then select "API" at the top of the page
  2. Press the "Create app" button at the bottom right of the page
  3. Use the following settings:
    • Choose a unique name: "Dropbox Sign for Procore"
    • example.com: "shakeit.ai"
    • Event callback: https://procore-dbs.shakeit.ai/api/dropbox-sign/signature
    • Options
      • Check: Signers can "Insert Everywhere"
      • Check: Enable showing saved signatures in embedded signing
    • OAuth
      • Check: Enable OAuth for this app
      • Uncheck: Require Client ID and Client Secret to refresh OAuth access token
      • OAuth Callback URL: https://procore-dbs.shakeit.ai
    • OAuth Billing: Charge users for API requests made
    • OAuth Scopes:
      • Check: Account Access
      • Check: Signature Request Access
      • Check: Template Access
      • Uncheck: Team Access
      • Uncheck: API App Access
  4. Click the "Create Application" button
  5. You will be provided the Client ID and OAuth Secret