5. Configure the Object in the HelloSign Settings Tab



The lookup field to HelloSign Signature Request has been configured


  • Open the HelloSign Settings tab
  • Click Supported Objects on the left navigation pane
  • Use the add new object picklist to select the target Object
  • Object Name = automatically generated
  • Signature Request Lookup Field = target object field name created on HelloSign Signature Request object (will always be appended with __c)
  • Click Save



The object records are ready to send for signature