Send with Template

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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.

• 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.

• 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.