Send One-Time Document
HelloSign supports sending one-time documents. This allows users to select a document, define the recipients, and set the message. Merge fields are not available for one-time documents.
STEPS
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From the record you want to send a signature request click Use HelloSign
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Upload the file or select from files attached to the record.
![OTD -File.png 2878](https://files.readme.io/7bb8bab-OTD_-File.png)
- Determine signer options. Sequential order will only notify the signer once the previous signer has signed the document. Reassignment allows signers to sign the document to another signer.
- Determine the recipients. HelloSign supports both signers and cc'd. You can add up to 20 of each type.
![OTD - File.png 2874](https://files.readme.io/296e62d-OTD_-_File.png)
The document title and message is part of what signers will see in the email they receive.
![OTD - Recipient.png 2880](https://files.readme.io/40bf9a4-OTD_-_Recipient.png)
- Map your signer fields onto the document in the HelloSign editor. Once you've mapped your fields you can send the document for signature.
![OTD - HS editor.png 2878](https://files.readme.io/575124d-OTD_-_HS_editor.png)
- Once you send the document you will see a confirmation page and can return to the Salesforce record.
![OTD - Sent.png 1298](https://files.readme.io/cfd14f2-OTD_-_Sent.png)
Updated over 4 years ago