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

Scheduling Template Synchronizations

To keep HelloSign templates synchronized between and native HelloSign Template records, a scheduler can be used to check between the different repositories to ensure they are aligned. This can be scheduled every hour or every day, and can be run immediately, if desired. Organizations who do frequent template curation should schedule it every hour.



If you want an immediate template synchronization click the run now button.



If you want to remove scheduled template synchronizations click the cancel button.


  • Navigate to the HelloSign Settings tab
  • Select Trigger Settings from the sidebar
  • From the frequency picklist choose either “Hourly” or “Daily” schedules
  • Select the Schedule button



Template synchronization has been scheduled based on the picklist frequency
Page shows the next scheduled synchronization