Collecting Signatures via Embedded/Widget Mode
Use this option to immediately display a PDF for signing after a web form is submitted. In order to use the HelloSign integrations, you must have first purchased a Sender License.
Once you have a sender license, view the video below for step by step instructions on how to set up the Electronic Signature Profile:
You can only have one agreement per record/form submission. It is possible to create multiple Electronic Signature Profiles and use rules to determine which of the profiles are sent. Also, you can rules via the PDF Generation options to conditionally generate the PDF you need to get signed and/or use the PDF Merge Wizard to merge multiple documents together.
Once a PDF has been sent for signature, the regenerate on update option (from the PDF Template Settings) will not longer be honoured and the PDF can not be changed.
Settings & Options
See the Electronic Signature Profile Settings & Options topic for more detailed information on the various settings and options available when configuring this profile.