Signing Documents in Box

This tutorial uses mobile screenshots to explain the Box Sign process.
However, the steps can be followed just as easily on a desktop computer.

1

Locate this email from NoReply@Box.com in your inbox. It was sent to you in the second week of January 2023 (January 9th – 13th). If you can’t find it, search “Kelly Purser, CPA” in your inbox.

2

Once you’ve located this email, click “Review Document”

3

A window with the header “Consent to using Electronic Signatures” will appear. Click the box below the header to check it off, then click the large blue “Accept & Continue” button.

4

Here, you can review your tax organizer and engagement letter. When you’re ready to sign it, click the blue “Begin” button in the top right corner. This will take you directly to the page of the document that requires signatures.

5

Click the transparent green box and a window will pop up with the header “Signature”

6

Click “Type” and type your name in the text box. Then click the blue “Adopt” button in the bottom right corner. This will apply your signature to the document.

7

IF YOU HAVE A SPOUSE, they will need to sign as well. This step will explain how. Click the transparent green box. This will apply the previously used signature to the box. Then click “Modify” Click “Type” in the Signature pop up window—please ask your spouse to type their name and click the “Adopt” button. The box will then display your spouse's signature.

8

Once you’ve completed signing the document, click the blue “Sign & Finish” button in the top right corner. Within a few minutes, Box will email you a link to the signed document. The link expires 2 weeks after the signing date, so please download this at your earliest convenience for future reference.
Once you've downloaded the document, you can print it and fill out the organizer.

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