These docs are for v4.6. Click to read the latest docs for v4.29.

Add HelloSign Lightning Components (optional)

HelloSign provides three Lightning components that can be added to any HelloSign supported object. These components allow users with access to send a signature request as a one-time, or from a template. You can also add the create template option as well.



Lightning components require My Domain.


  • On any Lightning layout in which HelloSign is supported click the setup gear icon > edit page
  • In the left panel of the page editor scroll down to the Custom - Managed section
  • HelloSign has four Lightning components: Create Template, One-Time Document, Send Template, and Use Default Template.
  • Drag and drop the component onto your page layout
  • Optionally add any filters to determine under what conditions the component will display.



Send-Default-Template requires a HelloSign template record Id.



HelloSign component is displayed on your Lightning page layout.