How to Manually Create and Send a Custom Box Document
This guide walks you through creating and sending a custom Box Sign document. Each step includes a screenshot and a brief instruction.
Note on links: The screenshots below use pre‑signed URLs. If any image stops loading, the link likely expired. Host them in a permanent location for long‑term use.
Step 1
Navigate to https://app.box.com/folder/0.
Step 2
Click Sign.
Step 3
Click Request Signature.
Step 4
Click Add File.
Step 5
Click Upload File and choose the file you want to send.
Step 6
In Add Recipients, type the recipient’s email.
Step 7
Click Add.
Step 8
Click the recipient’s name or email.
Step 9
Make sure the recipient is set as Signer.
Step 10
Click your name.
Step 11
Make sure your role is Get a Copy.
Step 12
Drag fields from the toolbar onto your document.
Step 13
Click a field to edit settings like font size and required, then Assign To the recipient.
Step 14
Set a default font size for all new fields.
Step 15
Email and Date Signed fields will auto populate for the recipient.
Step 16
Use the Radio field for checkboxes when needed.
Step 17
Resize fields by dragging the corner handle.
Step 18
Rename the document via the three dots menu, then choose Rename.
Step 19
Add an optional email subject and message under Email Notifications.
Step 20
Under Options, set an expiration for the document.
Step 21
Choose the Save Location folder for the signed document.
Step 22
Review all fields, recipients, and options.
Step 23
Click Send Request when the document is ready.
Step 24
View sent requests in your Box Sign dashboard and in the save folder.
