Boxie Sign Workspace Setup

Need policy details for signers? Read the Signing & Privacy Information page.

What Is A Tenant?

A tenant is a branded Boxie Sign workspace for one subscriber or client.

White label applies only to the signing product surface:

• /signing
• signing requests
• signer pages
• the subscriber team’s signing documents, templates, and workspace area

It does not turn the full Boxie file-sharing app into a branded tenant site.

Roles

There are two admin layers:

• Platform admin
  • creates the tenant
  • configures branding and the owner sign account
• Tenant owner / workspace team
  • uses the branded signing workspace
  • adds their team
  • manages documents, templates, and signing activity

Sign-side workspace roles:

• owner
  • full control of the tenant workspace
• supervisor
  • manage shared assets and workspace activity
• manager
  • manage members and workspace-level operations
• sender
  • create and send requests
• reviewer
  • review flows as assigned
• viewer
  • read-only access
• template_admin
  • manage reusable documents/templates

Recommended Setup Flow

1. Platform admin creates the tenant in /admin/sign-tenants.
2. Set:
   • domain
   • company name
   • accent color
   • optional logo URL
   • optional support email
   • owner sign account email
3. The tenant owner signs up or logs in on the sign side.
4. The owner opens /signing/workspace.
5. The owner adds managers and team members from /signing/workspace/access.
6. The team creates private signing documents and reusable templates.
7. Documents/templates can then be shared to the workspace when needed.

Shared vs Private Assets

Signing documents and templates can be:

• private
  • visible only to the owner
• workspace shared
  • visible to the tenant team inside that workspace

Recommended default:

• keep reusable source documents private until they are ready
• share only the versions the team should actually use

Localhost White-Label Preview

For local development, you can preview tenant branding without DNS:

• create a tenant such as example.com
• open /signing?preview_tenant=example.com
• clear preview with /signing?preview_tenant=off

This preview is for localhost testing only.

Branding Assets

Current recommended brand assets:

• logo: transparent SVG or PNG
• recommended size: 320×96
• minimum size: 160×48
• keep under 500 KB
• accent color: single hex color such as #1d4ed8
• tagline: short, ideally 45 characters or fewer

If a subscriber does not have a full brand kit yet, use one of the built-in presets and replace assets later.

What Subscribers Should Expect

Subscribers should land on a branded signing experience, not a branded version of the free Boxie product.

The intended experience is:

• team logs into the sign side
• uploads or reuses signing documents
• creates requests
• shares templates within their workspace
• supervises request activity from the workspace dashboard

Secure Data Rooms

For highly sensitive operations, the workspace includes Secure Data Rooms.

A Data Room allows your team to securely request supporting documents (like ID scans, financial forms, or tax records) using End-to-End Encryption (E2EE).

• Boxie generates encryption keys entirely within the client’s web browser.
• Boxie’s servers never receive or store the decryption keys.
• You can securely remind clients to upload documents; the reminder system uses local mailto: links to perfectly preserve the encryption keys without exposing them to the server.

Smart Web Forms

When you place Text, Date, or Checkbox fields onto a PDF template, Boxie Sign can automatically generate a Smart Web Form for the signer.

• Signers can fill out a mobile-friendly HTML questionnaire instead of navigating a complex PDF.
• The system automatically maps their answers and stamps them directly onto the final PDF before they draw their signature.

Future Onboarding Improvements

Planned improvements:

• richer workspace onboarding checklist
• videos for tenant owner setup and team onboarding