Send with Template

Outlines all the behavior of sending with a template.

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NOTE

HelloSign Templates can skip both the prepare and preview pages. If these are enabled there is no user interaction required to send a template. Learn more about skip prepare and skip preview here.

STEPS

  • You can send a HelloSign template by either using the Use HelloSign button or the Use Template Lightning Component.
  • Template prepare page displays the files used, recipients, and document title and message
  • Depending on the configuration users of the template can modify the recipients and/or title and message.
  • If a recipient row isn't locked down, or the recipient isn't linked to any Salesforce merged data on the template users can choose to override and manually enter a recipients name and email.
  • Once the prepare page is ready users will click the Preview Document button (if skip preview isn't enabled)
  • HelloSign's preview screen will display with Signer fields and merge fields (if applicable)
  • Clicking continue will send the document for signature.
  • The sender receives a confirmation message that the request has been sent and is taken back to the Salesforce record.