Jump to Content
Guides
Guides
v4.6
v4.29
Guides
Log In
Guides
Log In
Moon (Dark Mode)
Sun (Light Mode)
v4.6
Guides
Salesforce Communities
Search
These docs are for v4.6. Click to read the latest docs for v4.29.
Documentation
Quick Start Guide
Compatibility
Installing HelloSign for Salesforce from the AppExchange
Creating a HelloSign for Salesforce Free Trial
Connecting HelloSign to Salesforce
Add “Use HelloSign” and HelloSign Signature Request related list to a page layout
Add HelloSign Lightning Components (optional)
User Permissions to Send for Signature
Manage Template Access
Default Templates
Example - Default w. Formula
Example - Default w. Lookup
Salesforce Sharing Settings
Additional Configuration Settings
Manage Team or Billing Settings on hellosign.com
Route Signers to URL
Signed Document Routing
Exclude Final Signed Documents
Scheduling Template Synchronizations
Disconnecting HelloSign from Salesforce
Salesforce Environment Management
Use in Production and Test in Sandbox
Migrate from Sandbox to Production
Connect to Multiple Production Environments
Template Types
Sign via email
Sign in-person
User signs
Creating a Template
Template Name & Source
Template File Source
Template Recipients
Template Merge Fields
Template Writeback Fields
Template Delivery
Template HelloSign Editor
Template Draft or Publish
Editing a Template
Archiving a Template
Unarchiving a Template
Send with Template
Invocable Send with Template
Send One-Time Document
Open Signature Requests
Signature Reminders
Invocable Reminder
Cancel Signature
Invocable Cancel
Reminder and Cancel Buttons
Example: Set Custom Reminder then Cancel process when using a HelloSign Template
Add HelloSign on Standard and Custom Objects
1. Add lookup Field to Object from HelloSign Signature Request
2. Create VF page for the Object
3. Create a Use HelloSign button
4. Add Use HelloSign button the page layout(s)
5. Configure the Object in the HelloSign Settings Tab
6. Configure Permission Sets and Grant Users access
Working with Text Tags
Text Tags Syntax
Text Tags - API Name & Case Sensitive
Text Tags - Exceptions
Text Tag Example 1: Two Signers with HelloSign Text Tags
Text Tag Example 2: Single Signer with Salesforce merge and writeback
Salesforce Communities
HelloSign Flow Component
Customizing HelloSign for Salesforce with Apex
Example 1: Send signature request using Text Tags
Example 2: Send signature request from Account
Example 3: Send signature request with dynamic merge data
Example 4: Create a draft Signature Request that a user can edit and preview before sending
Global Method Service Objects
SignatureRequest
Signer
Document
CustomField
SendSignatureResponse
HelloSign for Salesforce CPQ
Getting Started with HelloSign for Salesforce CPQ
Install HelloSign for CPQ extension package
Configure CPQ Quote Template object
Configure CPQ Setting
Assign CPQ Extension Permission Set
Linking a CPQ Quote Template
Configure CPQ Template Section Records
Modify/Style HelloSign Signature Content record
Archiving a Template associated with CPQ Quote Template
Unarchiving a CPQ Template
Send CPQ Quote Documents for Signature with HelloSign
Send for Signature with HelloSign Template
Send for Signature with HelloSign One-Time Send
Release Notes
HelloSign for Salesforce 4.6
HelloSign for Salesforce 4.5
HelloSign for Salesforce 4.4
HelloSign for Salesforce 4.3
HelloSign for Salesforce 4.2
HelloSign for Salesforce 4.1
HelloSign for Salesforce 4.0
HelloSign for Salesforce 3.77
HelloSign for Salesforce 3.76
HelloSign for Salesforce 3.75
HelloSign for Salesforce 3.74
HelloSign for Salesforce 3.72
HelloSign for Salesforce 3.71
HelloSign for Salesforce 3.69
HelloSign for Salesforce 3.68
HelloSign for Salesforce 3.66
HelloSign for Salesforce 3.58
HelloSign for Salesforce 3.51
HelloSign for Salesforce 3.40
HelloSign for Salesforce 3.10
HelloSign for Salesforce 3.05
HelloSign for Salesforce 3.0.1
HelloSign for Salesforce 3.0
HelloSign for Salesforce 2.4
HelloSign for Salesforce 2.1
HelloSign for Salesforce 2.0
Powered by
Suggest
