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 4.4
- In-person Templates - Now templates can be created using the in-person delivery method to allow Salesforce users to get a signature directly in Salesforce. In-person templates only support a single signer.
- User signs Templates - Now templates can be created in which Salesforce Users can sign a document directly in Salesforce.
- Signing Flow Component - Certain HelloSign templates can now be integrated into Salesforce Flows. HelloSign Templates can be initiated via Flow for both internal flows and Community flows.
- New HelloSign editor - HelloSign's brand new editor is now available in our Salesforce integration.
