HelloSign Integration Overview

Logiform's has tight integration with HelloSign to collect Electronic Signatures on PDF documents generated in Logiforms.  Documents can be sent for signature via email or displayed immediately after the web form is submitted using the Embedded  Signing Widget.  With Logiform's PDF Generation Tools, Conditional Content and ability to merge multiple PDFs together, you are able to dynamically generate PDF documents and then get them signed via Sign.

In order to collect Electronic Signatures with Sign you will need:

• A Sender License Subscription (Extra costs apply)
• A PDF Template that you want to get signed

There are 2 main integration options available when getting documents signed via HelloSign.

Sending a PDF Document for Signature via Email

With this option, your PDF document is delivered by email after your form is submitted. You can specify up to 25 recipients for document signing and the agreement will be sent to each recipient after the previous recipient completes the signing process.

Learn more about using email to deliver the document for signing

Collecting Signatures via Embedded/Widget Mode

With this option, as soon as the user completes the form, the PDF is presented for signing in the browser.  You can specify additional signers to sign after the first signer. The additional signers will receive an email request to sign.

Learn more about using the Embedded/Widget Signing Mode

• What are Electronic Signatures
• Electronic Signature Profile Settings & Options
• Collecting Signatures via Embedded/Widget Mode
• Using a Trigger to Handle Events
• Using a Trigger to initiate the Signing Process on Update
• Placing Signature (text Tags) with Dynamic PDF's
• Placing Signature (text Tags) with PDF Forms
• Generating PDF Documents
• Cancelling a Document
• Manually Sending a Reminder to Sign
• Viewing a Documents Audit Log or PDF