Slack and HelloSign have partnered to give users the ability to track documents and paperwork flows directly from their Slack channels.
The Slack integration is available to all HelloSign users who have an active Slack account.
This guide will help you activate the Slack integration via your HelloSign account, walk you through managing Slack notifications, and showcase a few key features of the integration.
1. Activating the Slack integration on your HelloSign account
Log in to your HelloSign account and navigate to the settings option in your HelloSign account.
You can find this by clicking on your initials at the top-right corner.
2. Activate the Slack integration
Select “Integrations” from the horizontal menu bar on the settings page, and scroll down to the “Slack” integration.
Click the “Activate” button on the right side of the Slack integration option. This will take you to the Slack authorization page.
3. Pick the Slack team you want to activate the integration for
Note: You will need to be logged into your Slack account to see all the Slack teams you are a part of. Select the one you want to join.
Choose the Channel you want your HelloSign updates to post in.
4. Authorize HelloSign to post in your selected channel.After selecting the channel you want HelloSign updates to post in. Click “Authorize” to give the correct permissions to your account. You will see a notification on the channel confirming the integration as well.
This authentication authorizes HelloSign to sync document tracking notifications and post them on your Slack channel.
Note: Any person on the Channel you have chosen to integrate with can see these notifications, so if there is sensitive information, we would recommend choosing a private channel or direct message.
Once you’ve authorized HelloSign to communicate with Slack, your browser will automatically return to the integrations menu on your HelloSign account.
You should now see the option to “Deactivate” your Slack integration directly to the right of the Slack option.
5. Deactivating the Slack integration on your HelloSign account
To stop the notifications from coming in, you can deactivate the integration easily and at any time. Just click the “Deactivate” button to the right of your Slack integration option.
NOTE: Deactivating the Slack integration will halt the transfer of information and/or documents to your Slack account. Your HelloSign info will no longer sync to your Slack account.