Text Tag Example 1: Two Signers with HelloSign Text Tags

Create Template

• Create a new HelloSign Template on the Opportunity using File Attached to Record (Universal Files) method
• Add two signers
• First signer role is "Signer1" where Type is Contact
• Second signer role is "Signer2" where Type is User
• Add a title on the delivery page
• Add any default message you want for the template
• Click Save & Close
• Click Return Home

Copy into Document

• Copy the text in the box into a word document, convert the document to a PDF.
• Upload the document as a Salesforce File to an Opportunity record
• Use the template created earlier.

Copy the text in the box into a word document, convert the document to a PDF, and send the file using a one-time send with two signers. The sender and signers will see the text tags displayed correctly in the document.