Jump to Content
HelloSign for Salesforce Admin GuideGuides
Guides
GuidesLog InHelloSign for Salesforce Admin Guide
Guides
Log In
HelloSign for Salesforce 3.0.1

Documentation

  • Quick Start Guide
    • Compatibility
    • Installing Dropbox Sign for Salesforce from the AppExchange
    • Creating a Dropbox Sign for Salesforce Free Trial
    • Connecting Dropbox Sign to Salesforce
    • Add “Use Dropbox Sign” and Dropbox Sign Signature Request related list to a page layout
    • Add Dropbox Sign Lightning Components (optional)
    • User Permissions to Send for Signature
  • Manage Template Access
    • Default Templates
    • Example - Default w. Formula
    • Example - Default w. Lookup
    • Salesforce Sharing Settings
  • Additional Configuration Settings
    • Manage Team or Billing Settings on hellosign.com
    • Route Signers to URL
    • Signed Document Routing
    • Exclude Final Signed Documents
    • Scheduling Template Synchronizations
    • Disconnecting Dropbox Sign from Salesforce
    • Format Date/Datetime Merge Fields by User Locale
    • Multi-Language Support
  • Salesforce Environment Management
    • Use in Production and Test in Sandbox
    • Migrate from Sandbox to Production
    • Connect to Multiple Production Environments
  • Template Types
    • Sign via email
    • Sign in-person
    • User signs
  • Creating a Template
    • Template Properties
    • Template File Source
    • Template Recipients
    • Template Signer Attachments
    • Template Merge Fields
    • Template Writeback Fields
    • Template Delivery
    • Template Dropbox Sign Editor
    • Template Draft or Publish
  • Editing a Template
  • Archiving a Template
  • Unarchiving a Template
  • Send with Template
    • Invocable Send with Template
  • Send One-Time Document
  • Open Signature Requests
    • Default Automatic Reminders
    • Signature Reminders
    • Invocable Reminder
    • Cancel Signature
    • Invocable Cancel
    • Reminder and Cancel Buttons
    • Example: Set Custom Reminder then Cancel process when using a HelloSign Template
  • Add Dropbox Sign on Standard and Custom Objects
    • 1. Add lookup Field to Object from HelloSign Signature Request
    • 2. Create VF page for the Object
    • 3. Create a Use Dropbox Sign button
    • 4. Add Use Dropbox Sign button the page layout(s)
    • 5. Configure the Object in the HelloSign Settings Tab
    • 6. Configure Permission Sets and Grant Users access
  • Working with Text Tags
    • Text Tags Syntax
    • Text Tags - API Name & Case Sensitive
    • Text Tags - Exceptions
    • Text Tag Example 1: Two Signers with HelloSign Text Tags
    • Text Tag Example 2: Single Signer with Salesforce merge and writeback
  • Salesforce Communities
    • Communities via Flow
    • Communities via Lightning Component
    • Guest User Access
  • Dropbox Sign Flow Component
  • Custom Apex SDK
    • Quick Start: Send with Template
    • Get Signature Request
    • List Signature Requests
    • Send Signature Request
    • Send with Template
    • Send Request Reminder
    • Update Signature Request
    • Cancel Signature Request
    • Get Signature Request Files
    • Release On-Hold Signature Request
    • Create Embedded Unclaimed Draft
    • Create Embedded Unclaimed Draft With Template
    • How to Open an Embedded Claim URL
    • Create Unclaimed Draft
    • Unit Tests

Custom Apex SDK Service Objects

  • Attachment_x
  • CC
  • CustomField
  • FieldOptions
  • FileUrl
  • FormField
  • ListInfo
  • Signature
  • SignatureRequest
  • SignatureRequestListResponse
  • SignatureRequestResponse
  • Signer
  • SigningOptions
  • UnclaimedDraft
  • UnclaimedDraftResponse
  • Warning

Dropbox Sign for Salesforce CPQ

  • Getting Started with Dropbox Sign for Salesforce CPQ
    • Install Dropbox Sign for CPQ extension package
    • Configure CPQ Quote Template object
    • Configure CPQ Setting
    • Assign CPQ Extension Permission Set
    • Linking a CPQ Quote Template
    • Configure CPQ Template Section Records
    • Modify/Style Dropbox Sign Signature Content record
    • Archiving a Template associated with CPQ Quote Template
    • Unarchiving a CPQ Template
  • Send CPQ Quote Documents for Signature with HelloSign
    • Send for Signature with Dropbox Sign Template
    • Send for Signature with Dropbox Sign One-Time Send

Release Notes

  • HelloSign for Salesforce 4.28
  • HelloSign for Salesforce 4.27
  • HelloSign for Salesforce 4.26
  • HelloSign for Salesforce 4.25
  • HelloSign for Salesforce 4.24
  • HelloSign for Salesforce 4.23
  • HelloSign for Salesforce 4.22
  • HelloSign for Salesforce 4.21
  • HelloSign for Salesforce 4.20
  • HelloSign for Salesforce 4.19
  • HelloSign for Salesforce 4.18
  • HelloSign for Salesforce 4.17
  • HelloSign for Salesforce 4.16
  • HelloSign for Salesforce 4.14
  • HelloSign for Salesforce 4.12
  • HelloSign for Salesforce 4.11
  • HelloSign for Salesforce 4.10
  • HelloSign for Salesforce 4.9
  • HelloSign for Salesforce 4.8
  • HelloSign for Salesforce 4.7
  • HelloSign for Salesforce 4.6
  • HelloSign for Salesforce 4.5
  • HelloSign for Salesforce 4.4
  • HelloSign for Salesforce 4.3
  • HelloSign for Salesforce 4.2
  • HelloSign for Salesforce 4.1
  • HelloSign for Salesforce 4.0
  • HelloSign for Salesforce 3.77
  • HelloSign for Salesforce 3.76
  • HelloSign for Salesforce 3.75
  • HelloSign for Salesforce 3.74
  • HelloSign for Salesforce 3.72
  • HelloSign for Salesforce 3.71
  • HelloSign for Salesforce 3.69
  • HelloSign for Salesforce 3.68
  • HelloSign for Salesforce 3.66
  • HelloSign for Salesforce 3.58
  • HelloSign for Salesforce 3.51
  • HelloSign for Salesforce 3.40
  • HelloSign for Salesforce 3.10
  • HelloSign for Salesforce 3.05
  • HelloSign for Salesforce 3.0.1
  • HelloSign for Salesforce 3.0
  • HelloSign for Salesforce 2.4
  • HelloSign for Salesforce 2.1
  • HelloSign for Salesforce 2.0
  • Release Cadence
Powered by 

HelloSign for Salesforce 3.0.1

Suggest Edits

HelloSign for Salesforce 3.0.1

Notable Bug Fixes

  • Resolved record Id processing error for global method

Updated over 5 years ago


  • Table of Contents
    • HelloSign for Salesforce 3.0.1