At this moment, you cannot use your existing templates but you can create them using the extension! Please check out our FAQ article on how to create templates through the extension.
Articles in this section
- What is HelloSign for Salesforce?
- How do I activate the HelloSign for Salesforce integration?
- How do I surface the HelloSign button?
- How do I add the HelloSign Signature Request Layout?
- How do I send a one-time signature request?
- How do I create a template within Salesforce?
- Can I use my existing templates in the HS for SF integration?
- How do I enable Text Tags functionality for HelloSign for Salesforce?
- How can I set member permissions and access control for creation and/or sending Templates?