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.

First Signer

Signature: [sig|req|signer1]

Sign Date: [date|req|signer1]

Second Signer

Signature: [sig|req|signer2]

Sign Date: [date|req|signer2]

Second Signer Notes (Optional)

[text|noreq|signer2|Add Notes]