Categories: All - signature - documents - templates - options

by Salman Ali Ehsan 6 years ago

214

HelloSign

The platform focuses on managing and signing documents efficiently. Users can access various templates, manage user roles, and handle documents in different statuses such as 'Out for signature,'

HelloSign

Hello Sign

Integraton

API
API Apps
Account callback
API Key
API Dashbaord
Integration
HubSpot
Dropbox
Slack
QQ Catalyst
Google docs
Gmail
Subtopic

Team

Remove user
List of templates the user can access
Role
Email member

Documents

Type/status (tags)
Template links
Draft
Declined
Completed
Waiting my signature
Out for signature

Templates

Use link
Search

Search filters

Template owner

Contains

Creaton date

From

To

Standard search fidld

view link template

Options

Delete

Duplicate

Edit

Date created

Document title

Template type

Use standard template
Create link template

use same document for different users

Add signer placeholders
Template title
Create standard template
(Same options as create a document)

User Menu

Billing
Receipts & Invoices
Billing information
Subscription
Settings
Profile

Notificatinos

Delete account

Account activity (Audit)

Email PDF copies

Receive notification types

Receive updates

Tamper Proof

Editor preferences

Addressbook

Date/time zone

ROle

Company

Password

Email

Last name

First name

Business features

E-signing disclosure

In person signing

2-Factor Authentication

Preferencdes

Hide document ID

Enable signer access code

Do not merge signed docs

Accepted signature type

Personalisation

Redirect users after signing

Email signature

Form field

Company tagline

Logo

Sign
Edit sign
view sign

Start document signing

Step 3 : Email Content
Who should receive signed docs?

Others

me

Email content

Share your first/last name with recipients

Message

Title

Step 2 : Add files
Step 3 : Prepare hotspot

Sign date

Checkbox

Text box

Initials

Signature

After dropping, select which user should sign

Doesn't require selection of users

Add signers

CC

Name

Signers

email

Signer name

Add template

Create a template

Create a link

Add files

OneDrive

Evernote

Box

Google drive

Upload from system

Step 1 : Who need to sign?
Just others
Me and others
Just me

Dashboard

Watch 3 minutes video
Create & send a simple document
Test receiving a panda doc