Creating a Template

HelloSign templates allow users to format a document once and then save the prepared document in Salesforce. When the template is opened for use, the previously saved formatting holds, and the signing flow can be initiated without having to drag and drop fields again.

Templates are perfect for high volume documents like sales contracts, tax forms, investment agreements, HR paperwork, rental leases, and more.

STEPS from HelloSign Templates tab

  • Navigate to the HelloSign App and click HelloSign Templates tab
  • Click New or New HelloSign Template

STEPS from Use HelloSign button

  • Navigate to any object that has the Use HelloSign Button
  • Choose any record on the object
  • Select Use HelloSign
  • Choose Create Template