Box + DocuSign
Automate Document Signing Workflows by Integrating Box with DocuSign
Move documents from Box storage into DocuSign signature workflows and return fully executed files automatically.
Why integrate Box and DocuSign?
Box and DocuSign are two of the most widely adopted platforms for document management and electronic signatures, so it's no surprise they work well together for any organization handling contracts, agreements, or compliance documents. When connected through tray.ai, documents stored in Box can be automatically sent for signature in DocuSign, and completed envelopes flow back into the right Box folders without anyone touching them. The result is less back-and-forth between storing documents and getting them signed, faster deal cycles, and cleaner workflows across every department.
Automate & integrate Box & DocuSign
Use case
Automated Contract Sending from Box to DocuSign
When a new contract document is added to a designated Box folder, tray.ai automatically initiates a DocuSign envelope and routes it to the appropriate signers. Sales and legal staff don't need to manually trigger signature requests, which cuts turnaround time considerably. The integration can apply pre-configured recipient lists, signing orders, and reminder schedules based on document metadata or folder structure.
Use case
Completed Envelope Filing Back to Box
Once all parties have signed a DocuSign envelope, tray.ai automatically retrieves the fully executed document and uploads it to the correct Box folder alongside the signing certificate. Signed agreements are instantly archived in the right location without anyone manually downloading and re-uploading files. Folder routing logic can be driven by envelope metadata such as account name, document type, or department.
Use case
HR Onboarding Document Automation
When a new employee record triggers the creation of onboarding documents in Box, tray.ai can automatically send offer letters, NDAs, and policy acknowledgments to DocuSign for the new hire's electronic signature. Once completed, signed copies are automatically returned to the employee's dedicated Box folder and the HR system is notified. HR staff don't have to touch any of it.
Use case
Procurement and Vendor Agreement Workflows
Procurement teams can configure tray.ai to monitor specific Box folders for incoming vendor contracts or purchase agreements and automatically route them through a DocuSign approval and signing workflow. Multi-party signing orders, deadline reminders, and void-if-unsigned rules can all be applied automatically. When executed, vendor agreements are filed back to Box with version history intact for audit purposes.
Use case
Real Estate and Lease Document Management
Real estate teams managing large volumes of leases, amendments, and disclosures can use tray.ai to automatically push documents from Box into DocuSign when they reach a ready-to-sign status. Signed lease agreements are then returned to property-specific folder structures in Box and linked back to property management systems. Lease execution cycles get dramatically shorter and all property documents stay organized.
Use case
Signature Status Tracking and Notifications
tray.ai can monitor DocuSign envelope statuses in real time and update corresponding metadata or tags on Box documents to reflect whether a document is pending, signed, declined, or voided. Teams can also receive automated Slack or email notifications when signature milestones are reached, so there's no need to log into DocuSign to check. Everyone stays informed throughout the signing lifecycle.
Use case
Compliance Document Renewal and Re-signing Workflows
For compliance-sensitive industries, tray.ai can monitor expiration dates stored on Box documents and automatically trigger new DocuSign envelopes for re-signing before agreements lapse. Regulatory documents, certifications, and annual acknowledgments stay current without anyone relying on calendar reminders. Renewed documents replace or version the originals in Box, keeping the document repository clean and compliant.
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Box & DocuSign Challenges
What challenges are there when working with Box & DocuSign and how will using Tray.ai help?
Challenge
Matching DocuSign Envelopes Back to the Right Box Folders
When signed documents return from DocuSign, it can be hard to determine exactly which Box folder or subfolder the completed file should land in, especially in organizations with complex folder hierarchies or many document types in flight at once.
How Tray.ai Can Help:
tray.ai lets teams embed Box folder IDs or custom routing logic into DocuSign envelope metadata at the time of sending. When the completed envelope returns, tray.ai reads that metadata and uses conditional logic to file the signed document into precisely the right Box location, regardless of how complex the folder structure is.
Challenge
Handling Multi-Party and Sequential Signing Orders
Many contracts require multiple signers in a specific order — an employee signs before a manager, or a vendor signs before an internal approver. Manually managing these routing sequences across Box and DocuSign is tedious and prone to error.
How Tray.ai Can Help:
tray.ai workflows can dynamically build DocuSign recipient lists with defined signing orders based on document type, department, or metadata stored in Box. Sequential routing, parallel signing, and conditional recipients are all configurable within the workflow logic without any code.
Challenge
Keeping Box Document Metadata in Sync with DocuSign Status
Without an integration, Box documents have no visibility into whether their DocuSign counterpart is pending, signed, declined, or expired. Teams end up logging into DocuSign separately just to check envelope status, which slows down decisions.
How Tray.ai Can Help:
tray.ai can listen for DocuSign webhook events or poll the DocuSign API on a schedule to capture real-time envelope status changes and write them back to Box file metadata. Teams get instant visibility into signing status directly from Box without switching between tools.
Challenge
Managing Large Volumes of Documents Across Both Platforms
Enterprise teams in legal, HR, real estate, or procurement may process hundreds of documents per week across Box and DocuSign. Manually orchestrating signing workflows at that scale leads to backlogs, missed signatures, and compliance gaps.
How Tray.ai Can Help:
tray.ai is built to handle high-volume, high-frequency automation at enterprise scale. Bulk document workflows, parallel envelope sending, and throttled processing queues ensure that even the busiest document operations run reliably without hitting API rate limits or creating bottlenecks.
Challenge
Ensuring Signed Documents Are Always Retained with Certificates of Completion
For legal and compliance purposes, signed agreements must be stored alongside their DocuSign certificates of completion. Relying on manual downloads risks incomplete records, missing certificates, or improperly filed documents that fail audits.
How Tray.ai Can Help:
tray.ai automatically retrieves both the signed document and the certificate of completion from DocuSign upon envelope completion and uploads both files to the designated Box folder in a single workflow step. Every archived agreement is complete, paired, and audit-ready without any manual intervention.
Start using our pre-built Box & DocuSign templates today
Start from scratch or use one of our pre-built Box & DocuSign templates to quickly solve your most common use cases.
Box & DocuSign Templates
Find pre-built Box & DocuSign solutions for common use cases
Template
Send Box Document for DocuSign Signature When Added to Folder
This template watches a specified Box folder for new files and automatically creates and sends a DocuSign envelope to a predefined list of recipients. It applies standard signing order, reminder, and expiration settings without any manual steps.
Steps:
- Trigger: New file added to a specified Box folder
- Retrieve file content and metadata from Box
- Create and send a DocuSign envelope with the file and configured recipient list
Connectors Used: Box, DocuSign
Template
Save Completed DocuSign Envelope Back to Box
When a DocuSign envelope reaches completed status, this template automatically downloads the signed document and certificate of completion and uploads them to a designated Box folder, organized by envelope metadata such as document type or signer name.
Steps:
- Trigger: DocuSign envelope status changes to Completed
- Download signed document and certificate of completion from DocuSign
- Upload files to the appropriate Box folder based on envelope metadata
Connectors Used: DocuSign, Box
Template
Sync DocuSign Envelope Status to Box Document Metadata
This template polls DocuSign for envelope status updates at regular intervals and writes the current status back to the corresponding Box file as a metadata tag or custom attribute, keeping both systems in sync without manual checking.
Steps:
- Schedule: Poll DocuSign for envelope status updates on a defined interval
- Match each envelope to the originating Box document by file ID or name
- Update Box file metadata with the latest DocuSign envelope status
Connectors Used: DocuSign, Box
Template
HR Onboarding: Send Offer Letter from Box to New Hire via DocuSign
Triggered by a new employee record in an HRIS or a file upload event in Box, this template sends the offer letter stored in Box to the new hire's email address via DocuSign and files the signed copy back to their HR folder in Box upon completion.
Steps:
- Trigger: New file added to HR onboarding Box folder or HRIS new employee event
- Create DocuSign envelope addressed to the new hire's email with signing fields
- On completion, upload signed offer letter back to employee Box folder
Connectors Used: Box, DocuSign
Template
Void DocuSign Envelope and Update Box File Status on Decline
When a signer declines a DocuSign envelope, this template automatically voids any remaining signature requests, updates the Box document's metadata to reflect a declined status, and sends an alert notification to the document owner for follow-up.
Steps:
- Trigger: DocuSign envelope status changes to Declined
- Void the envelope in DocuSign and update Box file metadata to Declined
- Send an email or Slack alert to the document owner with decline details
Connectors Used: DocuSign, Box
Template
Compliance Document Re-signing Workflow from Box Expiry Date
This template reads expiration date metadata from compliance documents stored in Box and, when a document is approaching its expiry, automatically initiates a new DocuSign envelope for re-signing and archives the renewed document back in Box.
Steps:
- Schedule: Daily check of Box document metadata for upcoming expiration dates
- Create and send a new DocuSign envelope for documents expiring within a threshold period
- On signing completion, upload renewed document to Box and update expiration metadata
Connectors Used: Box, DocuSign