Box Sign

Veles can send order forms for signature through Box Sign. Each rep sends from their own Box account. Signed order forms are filed in a Box folder you choose, in a subfolder per customer. This page covers the full Box Sign setup, from your Box account to the first signed order form.

​

Before you start

Make sure you have:

• A Box plan that includes Box Sign for integrations — Box Business plans and up include Box Sign API access.
• A Box admin who can allow apps — if your Box blocks apps it hasn’t approved, a Box admin needs to allow the Veles app first. See If your Box blocks unlisted apps.
• Veles admin access — only Veles admins can set up Box Sign.
• A Box account for every rep who sends — reps send from their own Box account, not a shared one.

​

If your Box blocks unlisted apps

Some Box accounts only allow apps a Box admin has approved. If yours does, Box won’t let Veles in until your Box admin allows the Veles app. Veles shows: “Box didn’t let Veles in. Your company’s Box admin may need to allow the Veles app first.” If the sign-in fails for another reason, Veles shows: “Box sign-in didn’t finish. Try again, or ask your Box admin whether the Veles app is allowed.”

​

Find the Client ID

The Box Sign setup page in Veles (Admin Console > Order Forms & E-signature, then Configure on the Box Sign card) shows the Veles app’s Client ID:

• Before anyone connects — under the Connect Box button.
• After a failed Box sign-in — in a help box at the top of the page. Click Copy Client ID next to it to copy it. The help box doesn’t show if you declined the request on Box’s approval screen: sign in again and approve it instead.

​

Allow the Veles app in Box

​

Admin setup

Only one e-signature provider is in use at a time. The Box Sign page also has Test Connection, Reconnect, and Disconnect buttons, and shows how many people have connected their own Box account. If something needs attention, such as a deleted filing folder, it shows under Setup Required.

​

Connecting reps

Each rep sends from their own Box account. A rep connects it in one of two ways:

• From their settings — open the user menu, choose My Settings > Integrations, and click Connect & Configure next to Box.
• The first time they send — Veles shows Connect your Box account in place of the send button. After signing in to Box, the rep comes back to the order.

If a rep’s Box connection expires, Veles asks them to reconnect before they send. They can also click Reconnect your Box account on My Settings > Integrations.

​

Sending an order form

If you close the window before sending, the order shows Open in Box to send so you can finish later. Customer signers sign first. Your internal signers get the request only after every customer signer has signed. The request’s status updates in Veles by itself as people view and sign. To check it now, click Refresh signature status. Click Open in Box to open the request in Box. If the order has an expiration date, the Box request ends on that date.

​

Cancelling and voiding

Cancel the signature request. On the order, click Cancel signature request. Box cancels the request, and the order goes back to Finalized so you can revise the documents and send again. Void the order. Clicking Void & Revise and then Void Order also cancels the Box request. Box only lets the rep who sent a request cancel it. If that rep’s Box connection has lapsed, or Box refuses the cancel, Veles still cancels it in Veles. Every admin then gets a notification: “Could not cancel in Box Sign: cancel it there”. The request is still live in Box and the customer can still sign it, so someone needs to cancel it in Box by hand.

​

A signature that arrives after a cancel

Sometimes a customer signs just as the request is cancelled. When that signature reaches Veles, Veles accepts it and the order moves on as signed. Veles does not accept it when:

• the order was voided,
• the order was sent for signature again, or
• Box could not cancel the request (see above).

In those cases the order stays as it is, the signed copy stays in Box, and every admin gets a notification.

​

Where signed documents go

When an order form is signed:

• In Box — the signed copy and its signing log are filed in your filing folder, in a subfolder per customer. For example, “Signed Order Forms / Acme Corp”. Veles creates the subfolder the first time it sends for that customer.
• In Veles — the signed agreement is attached to the order, and the order is ready to execute.

​

Troubleshooting

​

Box sign-in fails

• “Box access was not granted” — sign in again and approve the request.
• “Box didn’t let Veles in” — your Box admin needs to allow the Veles app. See If your Box blocks unlisted apps.
• “Box sign-in didn’t finish” — try again. If it keeps failing, ask your Box admin whether the Veles app is allowed.

​

Box Sign shows “Not connected” on Order Forms

• An admin needs to connect Box and choose a filing folder on the Box Sign page. Use appears on the card once both are done.

​

A rep can’t send

• If Veles says “Your Box account doesn’t have access to the order forms folder”, share the filing folder with that rep in Box as an editor.
• If the rep’s Box connection has expired, they reconnect from My Settings > Integrations.
• “Box isn’t set up for this account yet. Ask an admin to connect Box first.” — reps can connect their Box only after an admin connects Box on the Box Sign setup page. See Admin setup.

​

The filing folder was deleted or moved

• The Box Sign page shows the problem under Setup Required. Click Change under Filing Folder and choose a folder again.

For persistent issues, reach out to the Veles team at hi@getveles.com.

​

What’s next