Learn to manage Dropbox Sign as an Admin, streamline eSignatures, and customize workflows to fit your team

Dropbox Sign admin course 

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Dropbox Sign admin course

Welcome! If you're new to Dropbox Sign, you’re in the right place. This course will guide you through the essentials of using Dropbox Sign as an admin. You'll learn how to send signature requests, create reusable templates, track documents, and customize your personal settings. By the end, you’ll feel confident navigating your admin account. Depending on your plan, you may also have access to advanced features, which are covered in the final lessons of the course.

Getting started: Send, sign, and navigate like a pro

By the end of this section, Dropbox Sign admins will be able to confidently navigate and use the Admin console to manage users, configure team settings and security controls, and oversee billing and subscription details. Admins will understand how to add and manage team members, assign appropriate roles, enforce security policies such as multi-factor authentication, and access essential account settings and reports to effectively oversee their organization’s use of Dropbox Sign.

Your Admin console: Setup, settings, and smarter team management

By the end of this course, admins will be able to effectively use the Admin console to generate and interpret signature activity reports, track document status, and implement key security configurations, including enabling SAML SSO for centralized user authentication. Admins will also understand best practices for safeguarding account access during initial SSO setup and managing user login options.

Visibility and control: Reports, security, and SSO made simple

By the end of this course, admins will be able to configure and manage advanced Dropbox Sign features, including setting up and overseeing multi-team structures, enabling team-wide cloud sync for document backup, and managing document deletion protocols. They’ll also gain the skills to enhance signer security using authentication methods, collect supplemental documents through request attachments, and enable signer reassignment to ensure signature requests reach the correct recipients—all while maintaining control and visibility across their organization’s account.

Advanced features

This module equips Dropbox Sign admins with the foundational knowledge needed to securely manage, monitor, and optimize API integrations. You’ll learn how to access the API tab to generate and manage API keys, navigate the API Dashboard for performance insights, configure webhooks via account callback URLs for real-time event tracking, and build embedded signing workflows using API apps. The course also walks through the app approval process required for production use of embedded and OAuth flows, and highlights best practices for key security, authentication, and staying informed on platform updates. Whether you're setting up your first integration or scaling across teams, this module ensures you're API-ready with confidence. For deeper technical reference, visit the Dropbox Sign API documentation.

API essentials for Dropbox Sign admins

​​Dropbox Sign admin course | Dropbox Learn

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Dropbox Sign admin course

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