NOTE - Requesting User
When using this component the request will come from the user initiating the flow. It is important to ensure your flow is configured correctly to ensure the request comes from the appropriate user.
CALLOUT - LIMITED TEMPLATE TYPES SUPPORTED
The HelloSign Flow Component only supports Running User templates or via Email templates in which skip prepare and skip preview are enabled. While we do not prevent you from initiating other types of HelloSign templates they are not optimized for our HelloSign Flow Component.
HelloSign Flow Component: This component is accessed via Salesforce Flows which can be used within a Salesforce Community. The HelloSign Flow Component provides the most flexibility in seamlessly inserting a signing event into a Community via Flows.
Updated about 3 years ago