Template Recipients

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.

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NOTE

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

Recipients

• 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.

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NOTE

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

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CALLOUT

HelloSign supports up to 20 signers and 20 cc'd