How to add Dropbox Sign Text Tags to your Procore Forms/Templates

Text Tags let you specify where the signer field is placed, which signer the field is for, what type of field it is, and if the field is required or not in addition to the relative size of the field.

To add Dropbox Sign text tags to your Procore Forms you need to have Procore Custom solutions add them for you. This is a paid professional service. For any client that needs to have text tags added to their Procore Forms, the process Procore Custom solutions would follow for adding the Dropbox tags is essentially the same as what is outlined here.

The clients are able to submit requests through their customer success rep or the link on this Procore Custom Solutions - Procore.

Here is an example of what the text tags (in light grey) would look like on a Subcontract.

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Download the sample document here: https://www.dropbox.com/scl/fi/pm4pjptsiy9af7l6rudaz/Sample-Procore-Subcontract-3-signers-with-Dropbox-Sign-text-tags-shown.docx?rlkey=7ev8w49nwtc7x1kc1c4dzudh0&dl=0