HelloSign FAQs

How do I share a signed document?

From your HelloSign home page, click on "Documents" found at the left side navigation. This will bring you to a list of your documents.

Find the doc you want to share, click the down arrow next to it, and click "Share.

Next, you'll be prompted to enter the email address(es) of the person (or people) you'd like to share the document with.

Onceyou'veentered the email address(es), hit the Send it now button, and your document will be sent to the email address(es) provided.

The HelloSign + HubSpot CRM integration allows users to autofill pre-formatted HelloSign templates with HubSpot contact information such as name, address, and close date*.

This guide will show you how to:

Organize Contact Properties in Your HubSpot CRM

Format HelloSign Templates Using HubSpot CRM Internal Name Tags

Request a Signature In Your HubSpot CRM Account

Create Custom Properties Using HelloSign Meta Tags

*Scroll to the bottom for the complete key of HubSpot properties.

Organizing Contact Properties in the HubSpot CRM

The HubSpot and HelloSign integration allows you to automatically route a HubSpot contacts information to pre-formatted HelloSign templates. This function is particularly useful for quickly and accurately loading information into frequently used documents or contracts.

But before you begin formatting HelloSign templates for the HubSpot integration, youll want to organize your desired contact properties. These properties store the information you will be routing to your HelloSign templates. The overview of your contacts properties are located in the About [Contacts Name] section in your HubSpot CRM.

HelloSign.com

There are roughly 50 default contact info fields, or properties, included with your HubSpot CRM. You can add and delete these properties by selecting the Manage properties link at the footer of the About [Contacts Name] section.

Onceyou'veselected the link, a popup will appear. Use the search bar under Available Properties to add new properties to the contacts about section.

Commonly used properties include:

Name

Address

Close Date

Company

ETC

Onceyou'veselected your properties, click the blue Save changes button.You can now fill the new property fields with the correct information.

Once you complete filling in the appropriate info, its time to begin formatting your HelloSign Templates with the correct internal name tags.

Formatting HelloSign Templates For Use in Your HubSpot CRMTo prepare your documents to autofill using the correct contact property info, youll need to format your templates using appropriate HubSpot internal name tags. These internal name tags act as flags to indicate which information will be automatically pulled from a HubSpot contacts profile.

To start formatting your templates with the correct internal name tags, login to your HelloSign account and navigate to your Templates menu on the left hand side of the screen.

Open the Templates menu and select the Create template option.

Upload the contract or document youd like to format by clicking the Upload Files button or by selecting one of our integration icons (Dropbox, Drive, etc.). You can also fill out the appropriate roles at this time if there are multiple signers.

Once your document has uploaded, click Prepare Docs for Signing.

Youll be using the HelloSign Text Box option to format the document with HubSpot internal name tags.

To start formatting, choose the Text Box tool and click the location where youd like to insert an information field.

A menu will popup with two options: Who fills this out? and Field Label.

Select the Who fills this out? drop down menu and select Me (when sending).

Next, fill the Field Label field with the HubSpot internal name tag that corresponds with the property label in your HubSpot CRM account. (Visit the end of the post for the full key.)

Minimize the text box menu and repeat the appropriate actions untilyou'veformatted your document.

Click the blue Continue button to save your formatting and close your document window.

To finish, name your template and fill out the optional default message which will be sent to the recipient when you request your signature.. Save your template by selecting the Create Template button.

Your newly formatted template will automatically show in the Template drop down menu in your HubSpot CRM.

You can now use HelloSign templates to request a contacts signature through your HubSpot CRM.

Requesting a Signature in Your HubSpot CRM Account Using HelloSign Templates

HelloSign users with a Pro Plan and above can sync HelloSign templates to their HubSpot CRM. New and existing HelloSign templates will automatically sync from your HelloSign account to your HubSpot CRM. These templates can be accessed using the dropdown menu titled HelloSign on the lower left hand side of a contacts page.

To request a signature using your HubSpot CRM account, navigate to the templates menu and select the desired template. Click Request signature.

Youll be redirected to your HelloSign account where you can review the details and confirm the signature request.

In the new window, youll have to opportunity to check that all information pulled from your HubSpot contact profile is accurate and to correct any errors. Additionally, you can edit your customized signature request message at this time.

You can see in the example above that both the firstname and address were pulled from the HubSpot CRM contact info. These will also be inserted automatically into the preformatted fields in the template.

Once the document is sent to the signer, your HubSpot CRM timeline will add the lifecycle event to your contacts dashboard.

Once the document has been signed, the activity will be logged and a copy of the completed document will automatically download as a PDF to the attachments section on a contacts page.

NOTE:

Completed HelloSign documents are no longer attaching directly to HubSpot due to an issue we identified last year with how documents were posting through HubSpot's CDN (Content Delivery Network).

You can still prepare templates and send signature requests via HubSpot.

What you should be seeing in a contact's Activity at this time are signed document notifications such as

"HelloSign CONTACT had HelloSign event

Signed(HelloSign Document Link here)"

The link will direct you back toto access your documents within our site.

Customizing HelloSign Labels in Your HubSpot CRM

In addition to the default properties, HelloSign allows you to create up to 30 custom labels. While you can change the identifying label of the property, the internal names tags must remain the same when formatting your templates:

Internal name

Property label

annualrevenue

Annual Revenue

num_associated_deals

Associated Deals

hs_lifecyclestage_customer_date

Became a Customer Date

hs_lifecyclestage_lead_date

Became a Lead Date

hs_lifecyclestage_marketingqualifiedlead_date

Became a Marketing Qualified Lead Date

hs_lifecyclestage_salesqualifiedlead_date

Became a Sales Qualified Lead Date

hs_lifecyclestage_subscriber_date

Became a Subscriber Date

hs_lifecyclestage_evangelist_date

Became an Evangelist Date

hs_lifecyclestage_opportunity_date

Became an Opportunity Date

hs_lifecyclestage_other_date

Became an Other Lifecycle Date

city

City

closedate

Close Date

company

Company Name

country

Country

createdate

Create Date

days_to_close

Days To Close

blog_default_hubspot_blog_subscription

Default HubSpot Blog Email Subscription

email

Email

fax

Fax Number

first_deal_created_date

First Deal Created Date

firstname

First Name

hubspot_owner_id

HubSpot Owner

industry

Industry

ipaddress

IP Address

jobtitle

Job Title

notes_last_contacted

Last Contacted

lastmodifieddate

Last Modified Date

lastname

Last Name

hs_lead_status

Lead Status

lifecyclestage

Lifecycle Stage

message

Message

mobilephone

Mobile Phone Number

notes_next_activity_date

Next Activity Date

notes_last_updated

Notes Last Updated

numemployees

Number of Employees

num_notes

Number of Notes

num_contacted_notes

Number of times contacted

hubspot_owner_assigneddate

Owner Assigned Date

phone

Phone Number

zip

Postal Code

recent_deal_amount

Recent Deal Amount

recent_deal_close_date

Recent Deal Close Date

salutation

Salutation

state

State/Region

address

Street Address

total_revenue

Total Revenue

website

Website URL

followercount

Follower Count

kloutscoregeneral

Klout Score

linkedinbio

LinkedIn Bio

linkedinconnections

LinkedIn Connections

twitterbio

Twitter Bio

twitterprofilephoto

Twitter Profile Photo

twitterhandle

Twitter Username

hs_email_optout

Opted out of all email

hs_email_optout_337953

Opted out of email: Marketing Information

hs_analytics_source

Original Source

hs_analytics_source_data_1

Original Source Drill-Down 1

hs_analytics_source_data_2

Original Source Drill-Down 2

ip_city

IP City

ip_country

IP Country

ip_state

IP State/Region

hellosign_awaiting_signature2

Pending Signature

hellosign_last_signed_date2

Last Contract Signed Date

hellosign_last_viewed_date2

Last Contract Viewed Date

hellosign_cc

HelloSign CC

hellosign_meta_1

HelloSign Meta 1

hellosign_meta_2

HelloSign Meta 2

...

...

hellosign_meta_30

HelloSign Meta 30

Custom_field font size is not configurable. In fact, the font size works exactly like font sizing works with text fields assigned to signer roles (so it starts out at about size 11, and will automatically shrink as the text becomes too large for the space provided).

During template preparation, assigning a text or checkbox field to Me (when sending) creates a custom_field. Custom_field data can be entered when sending a POST signature request with template call via the API or when sending a signature request from hellosign.com using a template

*Please note that hellosign.com usage may require a paid hellosign.com subscription and is not explicitly included with a HelloSign API subscription

If you received the HelloFax Letter of Authorization, HelloFax_LOA_USA, to fill out in order to port your number and have questions about what information goes where, please use this guide to help!

Company (or Individual) Name: This is the name (company or individual) that your account is under with your current carrier.

Address: Please enter the service address that is referenced on your bill.

Current Service Providers: This is your current carrier who you pay for your number now.

Current Account Number: Account number associated with the fax number.

Type of Traffic: fax

Telephone Number Begin: Please list your 10 digit fax number here. If you are porting more than one number, hit enter to fill in the space beneath.

Provide BTN (billing telephone number): This is your contact phone number associated with your account.

Port Date Requested: You can enter today's date or ASAP. If there is a deadline, please specify in your email to support.

Print your name, add your signature and click "I agree" and the LOA will automatically be sent to support and a copy send to your email.

Need more information on how the porting process works? Click Here

HelloSign for Salesforce provides two permission sets that can be found in Setup > Administration > Users > Permission Sets. They are titled HelloSign_User and HelloSign_Admin. These permission sets can be cloned to make custom versions to fit whatever use cases you may have.

HelloSign_User provides the ability to:

Create templates

Edit templates

Send with Template

Send one off document

Read and Create HelloSign Logs

When paired with HelloSign_User, HelloSign_Admin provides the ability to:

Delete Templates

Delete Signature request records

Delete Logs

Release Date: 10/07/2019

New Features & Functionality

Security Settings Moved to Admin Console: admins can now enforce 2FA, which will trigger their members to a 2FA setup page to set up SMS, google auth, or both.

New Reports Available: customers can now view three reports: compliance report, detailed user activity report and document status report. The time frame for the reports can be customized by the users.This will be made only to Enterprise+ customers.

Notable Bug Fixes

Skip_Me_Now does not work when using Unclaimed Draft: skip_me_now" does not remove the "Me (Now)" option when using unclaimed_draft/create_embedded and unclaimed_draft/create_embedded_with_template. This is now fixed.

I don't want to use the mouse to draw my signature and Idon'twant to type it in.

No problem! You have options. To create something more realistic, start by finding your email address in the top right corner of your HelloSign screen. Then click the blue Edit signature link in the menu that pops up:

specific instructions to walk you through the Smartphone option

This will launch a window where you can change or save different versions of your signature.

On the left side of this window, you'll see your current saved signatures and four options: Draw it in, Type in signature, Upload image, and Use smartphone.

"Upload image" and "Use smartphone" will give you the most realistic version of your signature.

The "Upload image" option will let you upload an image file of your signature if you have saved to your computer.

The "Use smartphone" option will let you upload a photo taken on your phone by emailing it to your HelloSign account.

Here are .

Join this webinar to walk through a live demo of HelloSign with one of our product experts. We'll cover how to create and track signature requests, streamline your workflow with templates, general navigation and more.

Register here !

Who should attend? Administrators, users and potential users.

This webinar is held every other Wednesday.

*Please note in this session HelloSign API will not be covered.

You can upload, fill out, sign, and send a document using the HelloSign mobile app. Please keep in mind that the current HelloSign mobile app is separate from the HelloSign web browser app, so the two different apps will not sync with one another. For example, a document you send using the mobile app will not appear in your HelloSign web account if you have one, and vice versa.

Both of our HelloSign mobile apps require documents to be in PDF format in order to upload, fill out, and sign. So first, make sure the document you are trying to retrieve is in PDF format. If it isn't, that's why you aren't able to select it.

Get documents signed from anywhere with an internet connection

HelloSign is a cloud-based web application that you can access from anywhere with an internet connection. All you need to do is go to HelloSign and log into your account, and you can sign documents or prepare documents to be signed by others.

There's nothing to download. So you save time and hard drive space to have the reassurance that no matter where you are or what computer you have to use, you will be able to send, receive, and sign your documents.

Template Link from HelloSignHelps on Vimeo.

When receiving an error stating the invitation link or a reset password link is no longer valid after trying to click on the link within the invitation email could be caused by security settings within your email account.

The links in these emails are essentially one-click logins, so when security systems such as Barracuda/Mimecast for example, access them to assess whether or not they are a threat, they actually use the one click available, which leads to the error. We recommend connecting with your email provider to confirm the security software they have in place.

To avoid this error users can whitelist the email address and IP address which HelloSign documents are coming from. Here are the changes we recommend making.

Ask your email administrator to add hellosign.com and mail.hellosign.com to their approved domain list.

Ask your email administrator to add our IP 198.61.255.111 to their approved IP list.

Add [email protected] to your contact list.

If these changes are not able to be done then a different email address would need to be used for the account, one which either doesn't have these security measures in place or one where these changes are able to be made.

How do I managefax notification emails?

You can control which e-mails you receive from HelloFaxby clicking on your email on the top right side of the page, then select Settings. Select Profile and scroll all the way down till you see Notifications.

Here, select which emails you wish to receive. To make sure you receive confirmation emails when you send out an outbound fax, please make sure the checkbox for "When I send a fax" is enabled.

You can also decide whether or not your notifications will include a .pdf copy of your fax, or if you'd prefer not to receive your faxes as an attachment.

Note:There is no option to toggle notifications for received faxes. This is the main communication outside of your faxes dashboard that notifies you of received faxes.

Learn how to sign up for a free HelloSign account.

Go to Hellosign.com

Enter your email address or sign up with our Google integration.

Youll receive an email to verify and activate your Hellosign account.

Once verified, youll be asked to create a password.

For access to more documents and features visit our pricing page.

If you see something you like, select "Get started" button. Enter your credit card details and click "Continue."

If you have any questions or are interested in an Enterprise plan, click on the "Contact us" button.

Within the HelloSign editor users are able to use their keyboard to place fields and make edits with shortcuts. Shortcuts allow users to move through the editing process quickly with simple keystrokes in place of mouse clicks. Check out the chart below for all available shortcuts:

You can also locate this chart within the HelloSign editor as well.

Classic Editor:

New Editor:

When using the Hellosign API with mobile native apps, you must use Embedded Signing. To do that, you will need to:

host a signer page on a domain that you own

This is due to the Hellosign embedded API and how we do domain verification

use a webview to open that signer page with the Hellosign iFrame inside of your mobile app

Please note:

We highly recommend using a skeleton or simple page, as the iFrame needs the whole screen to display properly on mobile devices.

The API can be used in mobile applications but we do not currently have any examples or SDKs in mobile native languages.

Embedded.js, the library that supports the iFrame cannot run from inside a native app, that use case is not supported outside of using a web view. One of the reasons for this is that we have a domain check and we have not expanded this needed security feature to handle native apps that would not have a domain to check.

You will need to open a WebView that loads a web page that contains the script tags and HelloSign.open() and HelloSign.init() methods. You will not be able to do this from within a native component (which gets compiled to native iOS code) because that is not a supported use case.

When you're setting up a document for someone to sign, whether from the "Sign Documents" tab or "Create Template" tab:

Click the "+Signer" button to add signers to the document.

When you add signers, the "Assign signer order" option will appear with a tick box next to it.

Once you tick the "Assign signer order" box, you'll notice that up/down arrows appear to the left of the signer role.

You can use those arrows to rearrange the order of signers.

When Signer 1 has signed the document, Signer 2 will be prompted via e-mail that it's his or her turn to sign, and so on.

If you need to delete a fax you received, you can do so by following these steps:

Click on the Faxes tab on the left side of your screen

Locate the fax you wish to delete

Click on the drop-down arrow on the right side of the fax

Click "Delete"

Confirm you wish to delete the fax completely

You will also have options to Rename, Download, Preview, Share, or Edit & Resend.

Please keep in mind that we will be unable to retrieve this file once it has been permanently deleted. If you need to retain a copy for your records, please download this first.

9/25/2019

Live Preview in Editor:

Smartform: user can now preview the smartform experience within the Editor. Perfect for previewing conditional logic and multi-participants.

PDF: user now have a more visible way to confirm the position of mapping fields on the PDF

Smartform fast scroll:participants can now tap a button and fast scroll through lengthy contract to the next field.

Launch draft via API:API users can now launch unpublished draft via the API

Document delivery via a link:portal user now have the option to deliver the completed document via a unique link instead of via email attachment

Transactions page filter improvements:

Date filter: the date filter now has built-in date validation as well as a date-picking calendar.

Form name filter: portal users can now search specific form name by typing in the form name

A new "Publish & Send" button in the Editor:portal user can now go directly from the editor to the Send page

The Hellosign for Salesforce integration supports Accounts, Contacts, Leads, and Opportunities out-of-the-box. Any other Salesforce object must be configured to use the Hellosign button, use with triggers, or use with Apex Global Methods.Please follow the steps below to configure a Salesforce object to use with Hellosign.

1. Add lookup Field to Object from HelloSign Signature Request

The HelloSign Signature Request object stores signature data necessary for HelloSign to function. In order to use HelloSign on custom and non out-of-the-box standard objects you will need to create a lookup field on the HelloSign Signature Request object.

PREREQUISITES: Ability to add fields to objects and layouts

STEPS:

SETUP > Build > Create > Objects > HelloSign Signature Request In Lightning: SETUP > Objects and Fields > Object Manager > HelloSign Signature Request

Custom Fields & Relationship > New In Lightning: Fields & Relationship > New

Data Type = Lookup Relationship & Click Next

On the field creation screen a.

Related To = target object & Click Next

Field Label = target object

Field Name = target object

Click Next

Set security for the field (it must be visible and writable for users of HelloSign) & Click Next

Add field to HelloSign Document Status Layout & Click Next

Add HelloSign Signature Request related list to the page layouts

Click Save

RESULTS: Lookup field exists in the HelloSign Signature Request to the target object

2. Create Visualforce page for the Object

NOTE: This work must be done in a Sandbox or Development Environment and then deployed to a production environment as Visualforce pages cannot be directly created in a production environment.

NOTE: The steps for Lightning vary slightly and will be called out in the individual steps.

PREREQUISITES: Ability to create Visualforce pages

STEPS:

SETUP > Develop > Visualforce Pages > New In Lightning: SETUP > Custom Code > Visualforce Pages > New

On Visualforce Page creation screen

Label = HelloSignAction e.g. HelloSignActionCase

Name = HelloSignAction e.g. HelloSignActionCase

Available for SF Mobile and Lightning Pages = checked

Visualforce Markup = delete placeholder code with code below, replacing MyObject__c with

your target object name (eg. Case, Custom_Agreement__c, etc.)

<apex:page standardController="MyObject__c"><script type="text/javascript">window.location = "{!$Page.HelloSign__hsignvfselectaction}?id={!MyObject__c.Id}"</script></apex:page>

Click Save

RESULTS: Visualforce Page has been created

3. Create a Use HelloSign button

PREREQUISITES: Can create buttons on Salesforce

PREREQUISITES: The Visualforce page has been configured

STEPS:

SETUP > Build > Customize > Cases Object Name > Buttons, Links and Actions > New Button or Link For Custom Objects: SETUP > Build > Create > Object Name > Buttons, Links and Actions > New Button or Link In Lightning: SETUP > Objects and Fields > Object Manager > Object Name > Buttons, Links and Actions > New Button or Link

On the Button creation screen

Label = Use HelloSign

Name = Use_HelloSign

Display Type = Detail Page Button

Behavior = Display in existing window without sidebar

Content Source = Visualforce page

Content = HelloSignAction(the VF page created prior)

Click Save

RESULTS: Button is created

4. Add Use HelloSign button to the page layout(s)

Go to Settings > Object manager

Find Opportunity, Account, Lead, or Contact and click

Select Page Layouts in the sidebar and choose the layout to add the Hellosign action and related list

In the layout editor choose the Mobile & Lightning Actions

Drag the Use Hellosign action to the Mobile and Lightning Experience Actions

Select Related Lists

Select and drag the HelloSign Signature Requests into the related list listing.

RESULTS: The Use HelloSign button and HelloSign Signature Requests related list have been added to the given page layout.

5. Configure the Object in the HelloSign Settings Tab

PREREQUISITES: The lookup field to HelloSign Signature Request has been configured

STEPS:

Open the HelloSign Settings tab

Click Supported Objects on the left navigation pane

Use the add new object picklist to select the target Object

Object Name = automatically generated

Signature Request Lookup Field = target object field name created on HelloSign Signature Request object (will always be appended with __c)

Click Save

RESULTS:The object records are ready to send for signature

6. Configure Permission Sets and Grant Users access

In step two you created a visualforce page. You will need to grant your HelloSign users access to this page.

NOTE: The following steps use the HelloSign_User permission set. You can also update the HelloSign_Admin permissions set, but if users with that permission set have Salesforce Admin capabilities they will automatically have access to the new Visualforce page.

STEPS:

SETUP > Manage Users > Permission Sets In Lightning: SETUP > Users > Permission Sets

Clone HelloSign_User permission set

Rename the permission set as you see fit

Return to the list of Permission Sets and select the new permission set you created

Under Apps click Visualforce Page Access

Click Edit

Add the Visualforce page you just created - HSignAction

Click Manage Assignments button

Click Add Assignments

Click empty checkbox next to all users you want to add to this custom HelloSign permission set

Click Assign

Click Done

If you have a form you need to send again and again to different people, you may use a template to set it up once.You may also set certain variable fields for you (the sender) to fill out each time you send it off. This feature is known as merge fields. Similarly, you have the ability to add check boxes to a template so you can check (or not check) a box before sending a template off to your signer.You can access your stored templates on your Documents page, and you can share templates you've created with your teammates so that they can use them as well.Just login to HelloSign and click the "Templates" tab on the left side navigation and then select "Create template" to get started. For step by step instructions, see "How do I create a template?"

Note:Templates are a premium feature, therefore only paid senders have access to them.Pro sendersmay use one template, andBusiness teams may use anywhere from 5-20 templates, depending on theirplan.

Rest assured, you will still have access to all of the signed documents you've saved on your account. However, your access to other features like templates, teams, documents, as well as business features will change.Here is how downgrading will affect your HelloSign account:Teams

Teams are only available with Business Plans.

Downgrading to a free plan means Business senders' teams will be dispersed into individual free accounts.

Documents

Free senders may self-sign or request signatures on 3 documents per month.

Free senderswill still have access to all of the documents they previously signed or collected signatures on.

Templates

Free senders do not have access to templates.

Previously created templates will remain on free senders' accounts, but they will be locked.

Free senders may upgrade to the Pro Plan at anytime to unlock and restore the use of 1 template

Free senders may upgrade to the Business Plan at anytime to unlock and restore the use of anywhere from 5-20 templates, depending uponwhich Business Plan they select.

Free & Pro Features Available

Free senders will still have access to integrations, status notifications, and the audit trail.

Pro and Business senders have access to these features as well.

Business Features

Free senders will not have access to Business features including branding, in-person signing, two-factor authentication, and team transaction overview.

Pro senders do not have access to Business features.

Why can't I downgrade from Business to Pro?

You can! But first, we need to disperse your team into individual free senders because each sender is now responsible for his or her own billing. Then, each person who wants to upgrade his or her account from Free to Pro Plan may do so from the pricing page.

If you are not receiving email notifications from HelloSign, here are some possible reasons/solutions:

Possibility 1:

First, check to see if your email notifications are turned on.

To do this, go to "Settings" > "Notifications."

Make sure that all checkboxes are ticked for the notifications you want to receive, and click "Save Preferences."

Possibility 2:

Second, if you're not receiving the notification that the signature request has been completed, you might want to check what email address you sent it with.

If you have more than one account with HelloSign, you may have sent your signature request from your second account, which means the notification email would be sent to the email address on your other account.

You can go to your documents page to make sure you sent the signature request from the account in question.

Possibility 3:

Finally, all e-mails will come from [email protected]. It's possible your e-mail is bouncing e-mails from this address or sending them to spam.

Try adding [email protected] to your e-mail contacts so our e-mails won't be directed to spam or bounced out.

If none of these suggestions applies or resolves your issue, e-mail us at [email protected], and we'll check our e-mail logs to see if we can pinpoint the issue further!

Hover your cursor over your email address in the upper right corner, and click on " Settings " from the drop down. What happens when I activate the HelloSign Google Drive integration?

Click on the "Integrations" tab.Note: Integrations can also be accessed using the link on the left side of your homepage:

Find "Drive" and click the "Activate" button to the right. After activating the sync, you'll be taken to the Chrome Marketplace.

You'll need to add the app to Chrome and then either click on the icon in the browser, or launch the app from the marketplace to complete the integration.

You will be prompted to allow access in order to complete the integration. This means that you will be giving HelloSign technical access to your Drive account so that we may make your files stored on your Drive securely available through HelloSign.

There are two document options when using grouped checkboxes with the API.

Template workflows:

When using Hellosign templates, you can group checkboxes directly in the template editor. The links below show the hellosign.com editor, however, the process is the same when using the embedded iFrame editor.

HelloSign Templates How do I create a template? Grouped checkboxes

Document workflows:

When sending documents out to sign, grouped checkboxes can be used with text tags or when form fields per document.

Text Tags

Section"Grouping Checkboxes" Section"Checkbox field grouping"

Form Fields per Document

Send signature request endpoint

Send embedded signature request endpoint

Checkbox field grouping

Checkbox field groups accept an optional validation rule, which must be met before the user can submit the signed document. These are the options you can specify for validation rule.

RULE

DESCRIPTION

require_0-1

Requires at most one checkbox within the group to be checked (radio button functionality)

require_1

Requires only one checkbox within the group to be checked

require_1-ormore

Requires at least one checkbox within the group to be checked

Checkbox field grouping in API Documentation

Release Date: 9/12/2019

New Features & Functionality

Multi-teams for Enterprise Plus customers:All Enterprise Plus customers have now access to the new admin console which allows to manage users and permissions within multiple teams.

Editable merge fields for Multi signers:

Editable merge fields will now work for the first signer for multi signers signature requests.

The signature request must include the order of signers.

Notable Bug Fixes

This release includes various bug fixes, specifically related to consistency between editor and the signer page.

Click "Documents" on the left side navigation, then click the arrow next to the document you'd like to rename.

Select the "Rename" option at the top of the drop down menu.

The title of the document can now be changed. Type the new name and click "OK."

If you're a paid HelloSign Business sender, you can indicate which type (or types) of signatures you will accept from your signers. The types of signatures HelloSign supports are:

1. Drawn signature (drawn in with computer mouse)

2. Typed signature

3. Uploaded image of signature

4. Smartphone image signature

You can choose to accept all four types of signatures from your signers, or choose to only accept a specific type of signature. It's totally up to you.

How do I indicate the signature types I accept?

1. Find and hover over your email address in the top right corner of the HelloSign screen.

2. Click on Settings in the menu that pops up.

3. Click on Business Features at the top.

4. Scroll down to Accepted signature types under the Preferences heading.

5. Tick the signature type boxes that youd like to accept.

Settings

6. Scroll down to the bottom of the page and click save to save any changes.

*Please note: This feature is only available to Business senders. Pro usersdon'thave this feature.

What will this look like on the signer's end?

When your recipient signs the documentyou'vesent, he or she will only be shown the signature options you've selected on your page.

Example of how to Use WebMerge and Salesforce with HelloSign

What you'll need for the Salesforce example below:

A HelloSign APIaccount

(This must be a HelloSign API account, it cannot be a Salesforce enterprise account for this use case) - write into [email protected] for more information)

A Webmerge account

A Salesforce account

A WebMerge to Salesforce plugin

You can use HelloSign to send signature requests from your WebMerge-linked document sources, like their built in editor, or one of their integrations (like Microsoft Office documents or Salesforce).

With WebMerge, you can automate all of your paperwork with the click of a button. You can setup automation to populate templates with data from your favorite CRM, online form, internal system, etc to generate professional documents (contract, invoices, letters, and more).

Plus, you can instantly send these documents to HelloSign for e-signature without having to upload any documents or send out any links to your customers. WebMerge and HelloSign handle everything for you!In this example, were going to show you how to use WebMerge to generate a contract from Salesforce for a deal we are closing,and then collect the customers signature using HelloSign.To get started, were going to setup our contract template using a Word document. Inside our Word document, were going to add our boilerplate contract details and then were going to add merge fields for the spots in our document that wed like our deal information to go.These merge fields are just like any other text in our document and look like {$FirstName}, {$CompanyName}, {$Amount}, etc.Heres what our contract template looks like:

Since well be collecting a signature for this contract using HelloSign, we need to define where we want the signature to go in the document. HelloSign has Text Tags that you can use to indicate the spot in the document that you want to place the signature ( more info ). These text tags are just text and they look like: [sig|req|signer1]

After we have our template finished, were ready to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button and then enter a name for the document. On the next step, youre going to pick Office Document as the document type and then pick the file from your computer.

Once you have uploaded your template, youre going to be taken to the Setting tab. On this page youre going to be able to customize various settings like the type of file that is generated and the name of the file. For this example, were going to be generating a PDF and then were going to include the name of our deal in the file name.

After weve updated our settings, were ready to setup the delivery of our document to HelloSign so that the contract is automatically sent out for signature. Head over to the Deliver tab and click the New Delivery button, then select HelloSign from the list.Youll be asked to enter your HelloSign API Key (which you can find in your HelloSign Account), then youll need to define the name and email address of the signer. Were going to be using merge fields for the signers information because it will be coming from Salesforce.

After you have saved your HelloSign settings, youre all done with the setup inside WebMerge and were ready to setup the integration with Salesforce so we can generate this contract with the click of a button.If you havent already, install the WebMerge Managed Package from the AppExchange and run through the setup process.

Inside Salesforce, were going to setup a new Mapping for the contract we setup. Under the WebMerge Mappings tab, click New WebMerge Mapping.Were going to give the Mapping a name Contract and then were going to choose the Opportunity object as our primary object where the data will come from. Then well pick the contract template that we setup in WebMerge and continue.

Next, were going to be taken to a page where we can map the fields from our Opportunity object to the merge fields in our contract. For each of the merge fields, youll need to match up the corresponding Salesforce field. This tells the system how to send your data over to WebMerge so that it is placed in the proper spot in your template.

Once you have all of the fields matched up, go ahead and save and activate the mapping. Youre now ready to merge a contract!Go ahead and pick on of your Opportunities and then click on the WebMerge button on the record detail page.

When you click the WebMerge button, it will send the data from your Opportunity over to WebMerge, your contract will be generated, and then the contract will be sent over to HelloSign for signature. Its that easy!Heres what our contract looked like ready to sign in HelloSign:

Congrats, youre all done! You can now automatically populate all types of documents using WebMerge and collect signatures with HelloSign. Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

Our Responsive Signer Experience is now available to API users!

We have optimized our signer page to be more responsive and intuitive to use on any device, including mobile. This provides a better signing experience, and a more accurately executed document. In order for your signers to experience the responsive signer page, youll need to specify the uxVersion option in your HelloSign.open() JavaScript call. This option supports two values:

1 ( deprecated signer experience, default for users who made an API call on their account before 11-14-15)

2 (responsive signer experience, default for users who made their first API call after 11-14-15)

Note: White Labeling is only available when the responsiv UX is activated and on the Sapphire API plan and above. If you have implemented any customizations, please make sure to point your users to the version 2 UX so that these changes are visible.

Embedded Signing Example:

In your JavaScript call to HelloSign.open(), make sure to pass the uxVersion parameter like so:

<script type="text/javascript" src="//cdn.dev-hellosign.com/js/embedded.js"></script><script type="text/javascript">

HelloSign.init("CLIENT_ID");

HelloSign.open({

url: "SIGN_URL",

uxVersion: 2

});

</script>

For more information about embedded signing, visit:

https://app.hellosign.com/api/embeddedSigningWalkthrough

Demos of the responsive UX for embedded signing are also available there:

- https://app.hellofax.com/info/demoEmbeddedSigning?ux_version=2

- https://app.hellofax.com/info/demoEmbeddedSigningWithReusableForm?ux_version=2

HelloSign has created a tool where you can test embedded signature requests, embedded templates, and embedded requesting.

Embedded Test

In order to understand how to use this, you would want to use this in conjunction with these walkthroughs:

Embedded Signing

Embedded Templates

Embedded Requesting

You can get the HelloFax for Google Docs add-on for free in the Google Docs add-on store.

With a free HelloFax account, you receive 5 free fax pages, with a chance to earn up to 25 pages total while setting up your account on our "Getting Started" page. After that, it costs 99 cents to send a fax of up to 10 pages, then 20 cents for each additional page after the tenth. So for instance, a 10 page fax would cost 99 cents, and an 11 page fax would cost $1.19. With the free version of HelloFax, you can send outbound faxes only.

Our paid HelloFax plans include an inbound number so that you may receive faxes, as well as a monthly recurring allotment of fax pages, depending on the plan you choose.

1. Completed Documents.

You will receive a notification every time a document is completed and signed by all signing parties on your chosen Slack channel.

Note: Clicking on the Document Title in the notification will take you to the completed document in your HelloSign Documents Tab.

2. Daily Outstanding Documents

At the end of each day, you will also receive a summary of all your outstanding documents. This will include the document title, the signers email address, as well as a link that will take you to your Documents tab.

Here's an example of a callback event, which would be POSTed to your callback URL.

In this case, it's a SENT status update on an outbound fax:

POST /callback.php?type=outbound HTTP/1.1

Host: your.callbackdomain.here

Accept: */*

Expect: 100-continue

Content-Type: multipart/form-data; boundary=----------------------------e2bdba1d3cf0

Content-Length: 520

X-Forwarded-For: 52.200.252.64

------------------------------e2bdba1d3cf0

Content-Disposition: form-data; name="json"

{"Transaction":{"Guid":"[Fax GUID]","To":"14154847140","From":"14154847140","IsInbound":false,"IsDraft":false,"TypeCode":"F","StatusCode":"S","ErrorCode":null,"CreatedAt":"1505933982","UpdatedAt":"1505934022","Uri":"\/v1\/Accounts\/[Your Account GUID]\/Transmissions\/[Fax GUID]","NumPagesBilled":1}}

------------------------------e2bdba1d3cf0--

See the article on sending a fax using the HelloFax API for more information.

Here is an example of a callback process for an outbound fax with an error (in this case, it's a badRecipientFax Number):

{

"Transaction":{

"Guid":"[Fax GUID]",

"To":"1214155555555",

"From":"14155555555",

"IsInbound":false,

"IsDraft":false,

"TypeCode":"F",

"StatusCode":"E",

"ErrorCode":"A",

"CreatedAt":"1475766509",

"UpdatedAt":"1475766550",

"Uri":"\\/v1\\/Accounts\\/[Your Account GUID]\\/Transmissions\\/[Fax GUID]",

"NumPagesBilled":0

}

}

NOTE: we know of an issue where if you have an Account Callback URL profiled in the hellosign.com API Settings page, you'll receive HelloFax events similar to this:

{

"event":{

"event_type":"transmission_disconnected",

"event_time":"1475766511",

"event_hash":"9a306f1874007d9f40f946e21480dcb9a1688516776cbea6f471c4c1e0db1502",

"event_metadata":{

"related_signature_id":null,

"reported_for_account_id":"[Your Account GUID]",

"reported_for_app_id":null,

"event_message":null

}

},

"account_guid":"[Your Account GUID]",

"client_id":null,

"transmission":{

"test_mode":false,

"title":"fillable w9 test doc",

"original_title":"fillable w9 test doc",

"subject":null,

"message":null,

"metadata":{

},

"from":"1415555555",

"transmissions":[

{

"status_code":"error_disconnected",

"recipient":"12141555555"

}

],

"transmission_id":"[Transmission GUID - Different than Fax GUID]",

"final_copy_uri":"\\/v3\\/transmission\\/final_copy\\/[Transmission GUID - Different than Fax GUID]",

"files_url":"https:\\/\\/api.hellofax.com\\/v3\\/transmission\\/files\\/[Transmission GUID - Different than Fax GUID]"

}

}

You can choose to parse or ignore these events as needed - they're not strictly required. The HelloFax callback Transaction is the one that's explicitly regarding the HelloFax faxingattempt.

The HelloSign integration for Oracle CPQ requires a HelloSign Enterprise Plus plan. Please contact [email protected] for more information and pricing.

For SDK access please visit our GitHub page for the specific SDK:

NodeJS SDK

PHP SDK

C#.NET SDK

Ruby SDK

Python SDK

Java SDK

For any SDK specific issues, please post them on their respective Github pages listed below. Our engineering team will troubleshoot the issue directly. Doing this allows you to be automatically notified of any updates, and the deployment of any code fixes.

NodeJS SDK issues

PHP SDK issues

C#.NET SDK issues

Ruby SDK issues

Python SDK issues

Java SDK issues

If there is ever a change on either Salesforce or HelloSign, your organization may need to reconnect to HelloSign.

To do this, please go through the Connection flow. It would be recommended to try to do your changes during your business off hours.

The audit trail is an important piece of how we identify that your signer is who he/she says he is, and it's part of what makes HelloSign legal. For this reason, we cannot turn it off all together.

However, if you are a paid HelloSign Business User, you may configure your account so that the audit trail is not attached to the signed document, and is returned to you as a separate file instead. To do so:

Click on your email address in the upper right corner.

Select the " Settings " option

Scroll down to the "Preferences" section and click the "Enable" box next to the "Do not merge signed documents" option

Scroll to the bottom of the page and click "Save"

Now, when a document is returned to you and you download it from the documents page, the document itself and the audit trail will download as two separate PDFs.

Get Files

If you're using the HelloSign API, you'll want to download the document using the endpoint Using this endpoint, you can specify the parameter file_type=zip and it'll return the documents as a collection of the documents in a zip file.

Decline to Sign from HelloSignHelps on Vimeo.

8/14/2019

Notable Improvement

Defaulting workflow to form name:When there are multiple forms, concatenate theform names to be the default workflow name

Undo & redo: adding the capability to undo & redo an action within the Editor

Duplicate component: adding the capability to duplicate components, including the conditional rule component

Component menu redesign: improving the scannability of component menu by adding icons to each component type to make them more recognizableComponent setting improvement: help users to create usable components by guide users to the label text field

Autofocus component label: when adding a component, the component label text field is automatically focused and highlighted

Default component label text: adding default texts for Text Input and Multiple Choice label instead of showing a blank component label text field

Re-arrange the component settings: re-arrange the setting sidebar to improve scannability

Smart form bug fix:fixed a bug when accessing a subsequent form on a mobile device, users are scrolled to the bottom of the form

9/5/2019

Notable Improvement

Template Library: introducing form templates to dramatically reduce time to value for our users!

Templates: we provide agreements and client intake forms templates as well as commonly-used government forms such as W9 and W4. These complex government forms typically take hours to complete, now users can start sending them in under a minute!

Templates are single forms with one participant only.

If you need to request your signers to include additional files, whether it's from the "Sign Documents" tab or "Create Template" tab, follow the steps below:

Add the signer or role.

Click on the paperclip to the right of the signer or role just entered.

Enter in the name of the File being requested ex. "Photo ID" or "Verification of employment"

Click on 'Save' if done or click 'Add' if additional files need to be requested and repeat the previous steps.

*Optional: Make the requested files required and add help text after naming the file.

When the signer receives the request they will see a prompt at the end of the signing experience to add in requested flies.

**Feature available on select plans, Enterprise and Enterprise Plus

We don't mail out invoices or receipts, but you can always access them in your account. Just go to Settings > Billing > Receipts and Invoices.

Settings can be accessed by logging into your account and hovering over your email address on the top right hand corner of yourscreen.

Or, if you're logged into your HelloSign account right now, you can click here.

What is e-Sign Disclosures?

An e-Disclosure is an agreement which is provided to the signer (consumer) by the requester (business) stating they agree to have their documents transmitted and receive electronically. It also includes the signer's rights regarding if they later withdrawal their consent and any consequences of this decision.

Why do e-Disclosures exists?

The " Electronic Signatures in Global and National Commerce Act " (eSign act of 2000) specifies in section 101 subsection C that the consumer (signatory)"consent electronically, in a manner that reasonably demonstrates that the consumer can access information in the electronic form that will be used to provide the information that is the subject of the consent"

When do you need to enable e-Sign Disclosure?

Typically this is necessary if your company is a Business to Consumer company.

How to enable it?

All of our paid plans include e-Sign Disclosure so all you need to do to enable is follow the steps below:

Login to HelloSign.com

Hover over your login email in the upper righthand corner and click on 'Settings'

The Business features page opens automatically, scroll down toward the last section on the page and check the box next toRequire e-Sign Disclosure

Add in the business name.

Optional: To change or add additional text check the box labeled 'Add additional disclosure text' and then scroll to the bottom of the box below it.

To preview the Disclosure text your signers will see click on the preview button.

What will the signer need to do?

When signers open signature requests a note with a checkbox will appear in the upper right corner of the request, next to the 'Getting Started' button. The signer will need to check the box off indicating they agree to the e-signing process. If they wish they can view the 'electronic records and signature agreement' before checking the box.

**Please note:HelloSign does not provide specific legal advice for our customers as to whether using an eSign disclosure is necessary, and recommend that you check with your own legal team for specific advice.

No. If you are thinking about porting a number that currently has a different function, such as forwarding calls, it will lose that function once you port the number to HelloFax. Your number can only be used as an inbound fax number, nothing else.

To faxdocuments directly from Google Drive, you'll want to make sure you've integrated your HelloFax account with Drive first.

Here's a visual reminder of how to do that:

Note: Be sure tocheck your inboxfor a confirmation email, then click "Begin Syncing" as the final step

Once that's done, find the document in Drive you'd like to faxandclick to highlight it

Then select the 'More' drop down list which (shown below).

Click on 'Open with'

Select HelloFax as an option

And that's it, you are free to fax!

Is your fax showing as "on hold"? Here is how to send this out:

Navigate go to your Faxes > Drafts folder, locate the fax you would like to send, click on the dropdown arrow at the right of the row, and click "Continue editing". Where can I find my faxes? You will be brought back to the "Send a fax" screen. Enter the recipient's fax number, then click the blue "Send" button.

Using the Hellosign for Salesforce integration with an iPad, tablet, or mobile device is currently not supported. The document editor is not optimized when creating templates or requesting signatures from within Salesforce. Please contact Hellosign support if you would like this functionality added to the Hellosign for Salesforce integration.

You may need to log out of your Gmail account and then log back in after installing the HelloSign for Gmail plugin in order to start seeing the "sign" button on your attachments.

If that doesn't resolve the issue, we recommend uninstalling and reinstalling the plugin, then logging out of Gmail and closing the browser completely.

Next, reopen the browser and log back into Gmail again. You should see the "sign" button.

Note: If you are utilizing Google Chrome, it's possible for an extension to be installed but not enabled. Check to see if you've enabled the HelloSign extension.

On your Chrome browser, click the three horizontal lines on the top right hand corner of your browser> More Tools> then Extensions:

Once you are onthe extensions page, scroll down and check to make sure that HelloSign for Gmail is enabled:

If you still aren't seeing the "sign" button, please send us an email at [email protected] and include the Gmail account you used to install the plugin, as well as the browser and version you're using, and we'll investigate.

Step one:

You need to have a method that can accept a HTTP POSTrequest. Typically this is done using a web framework. This is what a very simple implementation of the callback looks like in Django having csrf turned off, which is not recommended, but is ok for illustrating how callbacks can be setup.

This article

Step two:

Use localhost tunneling software to generate a URL to your callback handler. has some suggestions onthis process.

If you used this handler and tested on HelloSign.com, you'd get the Success! message because the callback page sent the string

response = HttpResponse("Hello API Event Received")

back to the tester

For more information, please check out our Events and Callbacks Walkthrough

It is important to note the section on Event Hash Verification because that is important for security.

Another helpful link is the Python Django Demo app, whichshows a callback example.

We accept the following debit and credit cards:

Visa

MasterCard

American Express

JCB

Discover

Diners Club