HelloSign
Overview
- On demand onboarding
- Getting Started Guide
- How to contact HelloSign support
- HelloSign Paid Support Add-On
- HelloSign mobile app overview
- Qualified electronic signatures
Prepare Docs for Signing
- The HelloSign editor
- How to request a signature from someone using a Hanko stamp
- How to Retrieve a Masked Data Value via the API
- How to send a signature request
- How to send signature requests in bulk
- How to CC someone on a signature request
Templates
- How to star a template or template link
- How to delete a template or template link
- How to request signatures using a template link
- How to send a signature request using a template
- What’s the difference between templates and template links?
- How to create a template
Document Management
- How to delete a document for everyone
- Team level document syncing and storage
- How to delete documents in bulk
- How to send a reminder for a bulk signature request
- How to search signature requests and templates
- How to locate a document using the document ID
Team Management
- Reporting in the Admin Console
- How to create multiple teams
- Usage and compliance reports
- Multi-Teams team roles
- How to use the HelloSign Admin Console
- HelloSign team roles and permissions
Settings & Customizations
- Why does HelloSign say my password appeared in a breach?
- HelloSign and HIPAA compliance
- How to reset your HelloSign password
- How to change your preferred language
- Data residency
- Branding for Sub-Teams
Plans and Billing
- Tax on HelloSign subscriptions
- How to add or edit your tax ID
- Download the W-9 form for HelloSign
- If I cancel my subscription, do I get a refund?
- How to change credit card information for your HelloSign account
- How to cancel or delete active and trial accounts
Troubleshooting
- Can I merge my accounts?
- Do you offer phone support?
- Email Invitation Links No Longer Valid
- How to access your HelloSign account
- I forgot my password or don't remember creating one
- I received a page that says "Sorry, this link is no longer valid"