Inserting HelloSign Macros in Documents

Inserting HelloSign for Confluence macros into documents is easy. You begin by typing a left brace "{" into the page editor and begin typing "HelloSign ...". There are 5 macros that you can choose from:

  1. Checkbox
  2. Date
  3. Initial 
  4. Signature
  5. Text

All five HelloSign macros give you these same options while editing them:

  1. Required: This will determine if the macro field will be required to fill out by the signer before completing the signature request.
  2. Signer: You can select which signer on the popup this macro belongs to if there are multiple signers on a single document.
  3. Label: Add a label to the field e.g. "signer_1"
  4. Unique-Id: Add a unique id to the field e.g. "1"

The Label and Unique-Id fields are optional and are alphanumeric and underscore only.

The HelloSign Text Macro adds a validation option that can be used to validate the text field while the signer is signing. The options are letters only, numbers only, phone number, bank account number, bank routing number, email, zip code, social security number, or employer identification number.

If your text field needs to be longer, you can do this by filling out the label. If it still isn't long enough, then add underscores.

The Validation field is also optional and is alphanumeric and underscore only.

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