Add HelloSign Lightning Components (optional)

HelloSign provides four Lightning components that can be added to any HelloSign supported object. These components allow users with access to send a signature request as a one-time, or from a template. You can also add the create template option as well.

📘

NOTE

Lightning components require My Domain.

STEPS

  • On any Lightning layout in which HelloSign is supported click the setup gear icon > edit page
  • In the left panel of the page editor scroll down to the Custom - Managed section
  • HelloSign has four Lightning components: Create Template, One-Time Document, Send Template, and Use Default Template.
  • Drag and drop the component onto your page layout
  • Optionally add any filters to determine under what conditions the component will display.

📘

NOTE

Send-Default-Template requires a HelloSign template record Id.

👍

RESULTS

HelloSign component is displayed on your Lightning page layout.