For AI agents: visit https://sfdc-docs.hellosign.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
These docs are for v4.6. Click to read the latest docs for v4.29.HelloSign for Salesforce 3.05
- Added support for Salesforce Lightning Experience
- Added support for Essentials Edition
- Added support for Professional Edition
- Added HelloSign Welcome Tab to access Administration guides, provide navigation to connect OAuth, Contact Sales (Professional, Enterprise, Unlimited editions) or Buy a plan (Essentials Edition)
- Added ability to include a System User to send for signature
- Added ability to include a System Contact to send for signature
- Added ability to include a Related User to send for signature
- Added Ability to include an Opportunity Contact to send for signature when sending from an Opportunity
- Added ability to configure a System User on a HelloSign template
- Added ability to configure a System Contact on a HelloSign template
- Added ability to configure a Related User on a HelloSign template
- Added ability to configure an Opportunity Contact on a HelloSign template for the opportunity
