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

Template Recipients

The recipients page contains two sections. Signer options and recipients. This page determines who needs to receive the document, the order delivered, and what options signers have.

Signer Options

  • Signers are in sequential order means signers will only be notified and provided access following the signatures of those preceding them. Anyone Cc'd will receive a copy once all signers have signed.
  • Signer reassignment allows the signer to resign the request to another signer.



In-person and Running User do not support signer options and this section will not be displayed for these flows.



  • HelloSign supports to types of recipients. Those who need to sign and those who only need to receive a copy of the document.
  • Every recipient must have a unique role name. This allows HelloSign to determine the signers in the document.
  • There are three types of recipients. Contacts in Salesforce, Users in Salesforce, and Manual which requires a name and email.
  • Templates support default values. You can leave this blank (default) or pre-populate it from our dropdown. Defaults include any contact/user lookup field on the object or a specific contact or user in the system. On the opportunity object we also support Primary Opportunity Contact.
  • HelloSign also supports the ability to lock the default value. If you don't want users to override your default value than select the lock option.



In-person and Running User do not support multiple signers. Running User recipient options are predetermined with the exception of the signer role name.



HelloSign supports up to 20 signers and 20 cc'd