- Navigate to HelloSign App > HelloSign Settings > Supported Objects
- Click edit on the supported object to manage default templates
- Use Master Template to select a single active template
- Use Template Selector via Lookup or Formula Field to reference a field that will display the correct template ID.
- Default Template Formula & Lookup Fields
- Dynamically determine which template to use via a formula field or lookup field. Below are examples for both formula and lookup fields.
Updated over 2 years ago