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


The Salesforce API field name isn’t always what is displayed in the user interface. To make sure the text tag is correct you can pull the field mapping from the Merge Fields field on the HelloSign Template record.

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[{"name":"Opportunity.Name","type":"text","editor":"Rep"},{"name":"Opportunity.Amount","type":"text","editor":"Rep"},{"name":"User.Rep.Name","type":"text","editor":"Rep"},{"name":"User.Rep.Title","type":"text","editor":"Rep"},{"name":**"Opportunity.IsPrivate"**,"type":"checkbox","editor":"Rep"}]

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The Salesforce API name for the private checkbox is actually IsPrivate

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HelloSign Text Tags are case sensitive