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Getting Started

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Thank you for installing HelloSign for Confluence

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Clicking on the "HelloSign Settings" link will take you to the configuration screen that Confluence administrators can edit.

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User Authorization

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All users that will be sending out signature requests will need to authorize the HelloSign for Confluence Plugin. This allows the plugin to make signature requests on behalf of individual users instead of the API Key account holder. Access can be revoked if needed.

Inserting HelloSign Macros in Documents

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

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

 Sending Signature Requests

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HelloSign for Confluence adds two page actions into the page tools drop-down menu. First is the HelloSign Signature Request which 

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Checking the Status of Signature Requests

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here are some pages that will help you set up the plugin.