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

Sign via email

Allow a Salesforce user to send a signature request via email from within Salesforce.

When creating a HelloSign Template the default delivery method is Request via Email. This allows Salesforce users to send signature requests via email. Requests can be sent to Contacts, Users, or manually entered.


What’s Next

See the creating a template section for detailed steps to creating a template.