Configure Dropbox Sign

Estimated time required: 10 minutes

NOTE

The following steps are only required if bringing your own Dropbox Sign account. When using a shared plan, SHAKE IT will perform the following configurations and provide the Client ID and API/OAuth Secret.

Decide How You Track Signatures

The integration to Dropbox Sign can be configured in a variety of ways, depending on your plan type:

• Track signatures at the user level within a team
• Track signatures at the team level using a single user account
• Track signatures at the company level using an API key

Reach out to SHAKE IT if you are unsure of what you need or to understand more about your account.

Track Signatures at the TEAM Level (Recommended)

If you are tracking signatures within a team, using a user-based plan, perform the following:

1. Login to Dropbox Sign with an admin or developer account that has access to that team
2. Browse to API settings
3. Click the "Create app" button under the "API apps" section
4. 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
   • Optionally update branding
   • Check: Enable OAuth for this app
   • OAuth Callback URL: https://procore-dbs.shakeit.ai
5. Click the "Create Application" button

SAVE VALUE

Copy the Client ID and OAuth Secret and store them somewhere safe. You will need these values later.

Track Signatures at the Company Level

If using a Dropbox Sign API plan, signatures must be tracked at a company level. Perform the following:

1. Login to Dropbox Sign with the account that will be used to track the signature requests
2. Browse to API settings
3. Click the "Create app" button under the "API apps" section
4. Use the following settings:
   • Choose a unique name: "Dropbox Sign for Procore"
   • example.com: "shakeit.ai"
   • Event callback: https://procore-dbs.shakeit.ai/api/signature
   • Optionally update branding
5. Click the "Create Application" button

SAVE VALUE

Copy the Client ID and store it somewhere safe. You will need this value later.

Next, an API Key must be generated. If a valid API Key already exists, copy this value. If not, perform the following:

1. Browse to API settings
2. Click the "Generate key" button under the "API key" section
3. Give the key a name, such as Procore

SAVE VALUE

Copy the API Key Value and store it somewhere safe. You will need this value later.