Signed Document Routing

All signed documents are saved within salesforce.com for future reference. Document Routing allows the admin to specify where all signed, completed documents are stored, either to Files (aka, Content Documents) on the source record or to Notes & Attachments (aka, Attachments).

The default setting is Files (Content Documents) as salesforce.com will soon be sunsetting support for Notes & Attachments (Attachments). Our recommendation is to use Files (Content Documents) for all signed document routing.

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NOTE

Because HelloSign previously stored all signed documents in Notes & Attachments, changing this setting to Files will change the storage location of any documents which are out for signature at the time of the change.