5. Configure the Object in the HelloSign Settings Tab

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PREREQUISITES

The lookup field to HelloSign Signature Request has been configured

STEPS

  • 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

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RESULTS

The object records are ready to send for signature