To send a one-time document through Salesforce, click on the record you want to send the signature request to and select the “Use HelloSign” button. Then, select “Create a one-time document.”
Click the “Upload” document and select the document you want to send out. You also have the option to use documents that already exist in Salesforce - simply click on the drop down menu. Then, select your signer from the drop-down menu. The options that are displayed will be based on the record you started the process from.
If you need to add additional signers, simply add a signer then select “Manual Entry.” You will then be prompted to manually enter a name and email. You can also assign a Signer Order and add CCs to this document.
Give the document a unique title and an optional message, then select “Prepare now.”
The HelloSign editor will open, where you can customize your document and add fields to your document as needed. Add the fields you need to the document and use the drop down menu to assign the fields to specific signers.
Once you are done, click “Continue”. You can edit the title and the message of the document before sending it out. Once everything looks good, click “Request Signature.”