Installing HelloSign for Oracle Documents Cloud
When you are ready to install HelloSign for Oracle Documents Cloud, you should already have a JSON file on hand to install.
Log into your Oracle Documents Cloud instance and select “Administration” under your user menu.
Click on “Applications Settings” then under “Custom Applications,” select “Add.” This will bring up a dialog box that will allow you to upload a file.
Select the HelloSign JSON file you were provided and open. Then, get your HelloSign API key by clicking on the given link within the popup. Copy this API key and paste it into the popup, then fill out your username and password.
Click “Update” and the installation should complete!
Username and Passwords
At this point, your team members will need to create a username and password that will allow them to log into HelloSign within Oracle Documents Cloud. They are going to need this username and password just once to get access to our editor within Oracle Documents Cloud. There are two ways to do this:
The first option would be for the user to go to http://hellosign.com and select "Sign up free" to create a username and password. All they need to do is use the email they will be using for Oracle Documents Cloud and create a password.
Please note: This is the only time they will be using the HelloSign end-user website. They will need to use the signing capabilities from within Oracle Documents Cloud to take advantage of the integration!
The second option would be for the Oracle Admin to invite team members via http://hellosign.com. This will trigger an email invitation to their teammates.
To do this, the Oracle Admin needs to log into our end-user, website-based product at http://hellosign.com then click on "Team" to the left side of the page. Invite members by entering their email address and clicking "Invite."
Each of your team members will receive an email to confirm their addresses and allow them to enter their password. Please note that this is the only action they need to complete on our website! To use the Oracle Documents Cloud integration, they would need to go back and initiate signature requests there.