Send with Template
Outlines all the behavior of sending with a template.
NOTE
HelloSign Templates can skip both the prepare and preview pages. If these are enabled there is no user interaction required to send a template. Learn more about skip prepare and skip preview here.
STEPS
- You can send a HelloSign template by either using the Use HelloSign button or the Use Template Lightning Component.
- Template prepare page displays the files used, recipients, and document title and message
- Depending on the configuration users of the template can modify the recipients and/or title and message.
![Screen Shot 2019-09-11 at 1.07.23 PM.png 2856](https://files.readme.io/d9cb06e-Screen_Shot_2019-09-11_at_1.07.23_PM.png)
- If a recipient row isn't locked down, or the recipient isn't linked to any Salesforce merged data on the template users can choose to override and manually enter a recipients name and email.
![Screen Shot 2019-09-11 at 1.08.01 PM.png 2096](https://files.readme.io/5c6dac7-Screen_Shot_2019-09-11_at_1.08.01_PM.png)
- Once the prepare page is ready users will click the Preview Document button (if skip preview isn't enabled)
- HelloSign's preview screen will display with Signer fields and merge fields (if applicable)
- Clicking continue will send the document for signature.
- The sender receives a confirmation message that the request has been sent and is taken back to the Salesforce record.
Updated over 4 years ago