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Documentation
Quick Start Guide
Compatibility
Installing Dropbox Sign for Salesforce from the AppExchange
Creating a Dropbox Sign for Salesforce Free Trial
Connecting Dropbox Sign to Salesforce
Add “Use Dropbox Sign” and Dropbox Sign Signature Request related list to a page layout
Add Dropbox Sign Lightning Components (optional)
User Permissions to Send for Signature
Manage Template Access
Default Templates
Example - Default w. Formula
Example - Default w. Lookup
Salesforce Sharing Settings
Additional Configuration Settings
Manage Team or Billing Settings on hellosign.com
Route Signers to URL
Signed Document Routing
Exclude Final Signed Documents
Scheduling Template Synchronizations
Disconnecting Dropbox Sign from Salesforce
Format Date/Datetime Merge Fields by User Locale
Multi-Language Support
Salesforce Environment Management
Use in Production and Test in Sandbox
Migrate from Sandbox to Production
Connect to Multiple Production Environments
Template Types
Sign via email
Sign in-person
User signs
Creating a Template
Template Properties
Template File Source
Template Recipients
Template Signer Attachments
Template Merge Fields
Template Writeback Fields
Template Delivery
Template Dropbox Sign Editor
Template Draft or Publish
Editing a Template
Archiving a Template
Unarchiving a Template
Send with Template
Invocable Send with Template
Send One-Time Document
Open Signature Requests
Default Automatic Reminders
Signature Reminders
Invocable Reminder
Cancel Signature
Invocable Cancel
Reminder and Cancel Buttons
Example: Set Custom Reminder then Cancel process when using a HelloSign Template
Add Dropbox Sign on Standard and Custom Objects
1. Add lookup Field to Object from HelloSign Signature Request
2. Create VF page for the Object
3. Create a Use Dropbox Sign button
4. Add Use Dropbox Sign button the page layout(s)
5. Configure the Object in the HelloSign Settings Tab
6. Configure Permission Sets and Grant Users access
Working with Text Tags
Text Tags Syntax
Text Tags - API Name & Case Sensitive
Text Tags - Exceptions
Text Tag Example 1: Two Signers with HelloSign Text Tags
Text Tag Example 2: Single Signer with Salesforce merge and writeback
Salesforce Communities
Communities via Flow
Communities via Lightning Component
Guest User Access
Dropbox Sign Flow Component
Custom Apex SDK
Quick Start: Send with Template
Get Signature Request
List Signature Requests
Send Signature Request
Send with Template
Send Request Reminder
Update Signature Request
Cancel Signature Request
Get Signature Request Files
Release On-Hold Signature Request
Create Embedded Unclaimed Draft
Create Embedded Unclaimed Draft With Template
How to Open an Embedded Claim URL
Create Unclaimed Draft
Unit Tests
Custom Apex SDK Service Objects
Attachment_x
CC
CustomField
FieldOptions
FileUrl
FormField
ListInfo
Signature
SignatureRequest
SignatureRequestListResponse
SignatureRequestResponse
Signer
SigningOptions
UnclaimedDraft
UnclaimedDraftResponse
Warning
Dropbox Sign for Salesforce CPQ
Getting Started with Dropbox Sign for Salesforce CPQ
Install Dropbox Sign for CPQ extension package
Configure CPQ Quote Template object
Configure CPQ Setting
Assign CPQ Extension Permission Set
Linking a CPQ Quote Template
Configure CPQ Template Section Records
Modify/Style Dropbox Sign Signature Content record
Archiving a Template associated with CPQ Quote Template
Unarchiving a CPQ Template
Send CPQ Quote Documents for Signature with HelloSign
Send for Signature with Dropbox Sign Template
Send for Signature with Dropbox Sign One-Time Send
Release Notes
HelloSign for Salesforce 4.28
HelloSign for Salesforce 4.27
HelloSign for Salesforce 4.26
HelloSign for Salesforce 4.25
HelloSign for Salesforce 4.24
HelloSign for Salesforce 4.23
HelloSign for Salesforce 4.22
HelloSign for Salesforce 4.21
HelloSign for Salesforce 4.20
HelloSign for Salesforce 4.19
HelloSign for Salesforce 4.18
HelloSign for Salesforce 4.17
HelloSign for Salesforce 4.16
HelloSign for Salesforce 4.14
HelloSign for Salesforce 4.12
HelloSign for Salesforce 4.11
HelloSign for Salesforce 4.10
HelloSign for Salesforce 4.9
HelloSign for Salesforce 4.8
HelloSign for Salesforce 4.7
HelloSign for Salesforce 4.6
HelloSign for Salesforce 4.5
HelloSign for Salesforce 4.4
HelloSign for Salesforce 4.3
HelloSign for Salesforce 4.2
HelloSign for Salesforce 4.1
HelloSign for Salesforce 4.0
HelloSign for Salesforce 3.77
HelloSign for Salesforce 3.76
HelloSign for Salesforce 3.75
HelloSign for Salesforce 3.74
HelloSign for Salesforce 3.72
HelloSign for Salesforce 3.71
HelloSign for Salesforce 3.69
HelloSign for Salesforce 3.68
HelloSign for Salesforce 3.66
HelloSign for Salesforce 3.58
HelloSign for Salesforce 3.51
HelloSign for Salesforce 3.40
HelloSign for Salesforce 3.10
HelloSign for Salesforce 3.05
HelloSign for Salesforce 3.0.1
HelloSign for Salesforce 3.0
HelloSign for Salesforce 2.4
HelloSign for Salesforce 2.1
HelloSign for Salesforce 2.0
Release Cadence
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Cancel can be invoked via Salesforce Process and Flow Builder allowing you to incorporate signature request cancelations into Salesforce workflows. See our Cancelation Example.
