HelloSign for Salesforce Admin Guide

HelloSign for Salesforce 4.6

HelloSign for Salesforce 4.6

  • Invocable Signature Requests - Admins can now invoke signature requests via HelloSign templates from Process Builder and Flow. This allows you to fully automate the signature request process from within Salesforce. E.g., use a date field to automatically send a contract renewal request to your customers. Learn more: Invocable Send with Template
  • Expanded Writeback Fields - Number, phone, and email are now available for writeback. Learn more: Template Writeback Fields
  • Writeback Validation - All writeback fields apply Salesforce field validations to ensure signers cannot input data that will be rejected by Salesforce. Learn more: Template Writeback Fields
  • Exclude Signed Copy - Admins can now opt out of attaching the final signed copy of a document back into Salesforce. This can be made at the object level in the supported objects section of the HelloSign settings page. Learn more: Exclude Final Signed Documents

Updated about a month ago

HelloSign for Salesforce 4.6


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