HelloSign
Overview
- Getting Started Guide
- Languages supported by HelloSign
- HelloSign: An eSignature Company
- Attend a Live Demo of HelloSign
- What is a signature request?
- HelloSign Senders
Prepare Docs for Signing
- The HelloSign Editor
- How to Retrieve a Masked Data Value via the API
- How to request a signature
- How to Send Requests in Bulk
- How to CC Someone on a Document
- Signer Fields
Templates
- Adding Documents to a Template Send
- What is a template link?
- How to create a template
- How to create a template link
- How to edit a template or template link
- Editing a template/template link after sending out a signature request
Document Management
- Team level document syncing and storage
- Bulk Deleting Documents
- Sending Reminders on Bulk Request
- Advanced Search
- Locate a Document using a Document ID
- How to delete a document or template
Team Management
- Reporting w/in the Admin Console
- Multi-Teams w/HelloSign
- Reporting for Enterprise Plans
- Multi-Teams Team Roles
- Admin Console for Enterprise +
- Team Roles
Settings & Customizations
- How to change your preferred language
- Data residency
- Branding for Sub-Teams
- Two-Factor Authentication - Google Authenticator
- How to Create and Store Signatures
- HelloSign SAML SSO Configuration
Plans and Billing
- Download the W-9 form for HelloSign
- If I cancel my subscription, do I get a refund?
- (HS) How do I change my credit card info?
- How to cancel or delete active and trial accounts
- Signers Don't Need a HelloSign Account
- How to find my invoice or receipt
Troubleshooting
- "There's nothing to sign"
- Do you offer phone support?
- Email Invitation Links No Longer Valid
- Every time somebody clicks on my template link, it says the signature request is closed
- I forgot my password or don't remember creating one
- I have two accounts, can I merge them together?