Once you have completed the activation, you will need to surface the “Use HelloSign” button on all record types you would like to send documents from. You can do this from Lead, Contact, Account, or Opportunity record type.
First click the global "setup" link from the upper right of any screen. Then filter the options in the quick-filter box by typing "Layouts". You will see links to the layouts pages of the 4 major object types. To do this, begin by clicking “Edit” on a page layout. For example, we are changing the Lead page layout here. Then, click “Buttons” on the left hand menu and select the “Use HelloSign” button.
Drag this button to the lower part of the page under Lead Detail’s “Custom Buttons.” Then click “Save.” Follow the same instructions to surface the button on Contact, Account, or Opportunity record types.