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

Signed Document Routing

All signed documents are saved within for future reference. Document Routing allows the admin to specify where all signed, completed documents are stored, either to Files on the source record or to Notes & Attachments.

The default setting is Files as will soon be sunsetting support for Notes & Attachments. Our recommendation is to use Files for all signed document routing.



Because HelloSign previously stored all signed documents in Notes & Attachments, changing this setting to Files will change the storage location of any documents which are out for signature at the time of the change.