1. Navigate to https://app.box.com/sign
2. Click “Templates”
3. Click “Use Template”
4. Click on “Partner”
5. Enter the recipient’s email in the “Add Recipients by name or email” field. Ensure their role is set to “Signer”.
6. Click this button.
7. Click “Send Request”. You can rename the document by clicking the three dots next to “Replace” and selecting “Rename”.
8. Sign your end first: check this box and press “Accept & Continue”.
9. Fill out all required fields.
10. Click “Sign & Finish”.
11. All signed agreements and attachments are stored under the “Affiliate Agreements” folder. Once the partner completes their end, the document will update with a “V3” tag.
