3. Create a Use HelloSign button
These docs are for v4.6. Click to read the latest docs for v4.29.

3. Create a Use HelloSign button

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PREREQUISITES

  • Can create buttons on Salesforce
  • The Visualforce page has been configured

STEPS

  • SETUP > Objects and Fields > Object Manager > “Object Name” > Buttons, Links and Actions > New Button or Link
  • On the Button creation screen
  • Label = Use HelloSign
  • Name = Use_HelloSign
  • Display Type = Detail Page Button
  • Behavior = Display in existing window without sidebar
  • Content Source = Visualforce page
  • Content = HelloSignAction(the VF page created prior)
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  • Click Save

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RESULTS

Button is created