Template Recipients

The recipients page contains two sections: Signer Options and Recipients. This page determines who needs to receive the document, the order delivered, and what options signers have.

Signer Options

  • Signers are in sequential order means signers will only be notified and provided access following the signatures of those preceding them. Anyone Cc'd will receive a copy once all signers have signed.
  • Signer reassignment allows the signer to resign the request to another signer.
  • Users can add optional CC allows users of the template the ability to include additional CC recipients when making a request.

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NOTE

In-person and Running User do not support signer options and this section will not be displayed for these flows.

Recipients

  • HelloSign supports three types of recipients. Those who need to sign, those that are optional to sign, and those who only need to receive a copy of the document.
  • Every recipient must have a unique role name. This allows HelloSign to determine the signers in the document.
  • There are three types of recipients. Contacts in Salesforce, Users in Salesforce, and Manual which requires a name and email.
  • Templates support default values. You can leave this blank (default) or pre-populate it from our dropdown. Defaults include any contact/user lookup field on the object or a specific contact or user in the system. On the opportunity object we also support Primary Opportunity Contact.
  • Signer attachments may also be specified on templates. These files will be requested from signature request recipients when they sign the document. Files cannot be requested from CC recipients.
  • HelloSign also supports the ability to lock the default value. If you don't want users to override your default value than select the lock option.

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NOTE

In-person and Running User do not support multiple signers. Running User recipient options are predetermined with the exception of the signer role name.

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CALLOUT

HelloSign supports up to 20 signers and 5 cc'd