Please take a look at our Admin Guide for detailed instructions on Admin activation and configuration for the team.
Articles in this section
- What is HelloSign for Salesforce?
- What is difference between HelloSign for Salesforce and HelloSign account?
- Which HelloSign Plan do I need for Salesforce?
- How do I activate and configure HelloSign for Salesforce?
- How do I surface the HelloSign button (Classic)?
- How do I add the HelloSign Signature Request Layout (Lightning)?
- What is batch schedule and why do I need it?
- Does my whole team need to connect to HelloSign?
- Why can't I use templates in every object?
- What do we do if our Salesforce admin changes or HelloSign admin changes?