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After installing the HelloSign for Confluence Plugin, you will find the HelloSign Admin Section in the Confluence Administration left-side menu. You will need to configure a couple things before being able to send out signature requests.
After clicking Clicking on the "HelloSign Settings" , you will be taken to the
User Authorization
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link will take you to the configuration screen that Confluence administrators can edit.
- API Key: The API Key entered will need to be linked to a HelloSign Account that has paid API signature requests.
- Redirect URL: After signers complete signature requests sent from the plugin, they can be redirected to this specified URL instead of the default HelloSign page.
- Checkbox: Checking this allows completed signature request documents to be automatically attached to Confluence pages.
User Authorization
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.
- Checkbox
- Date
- Initial
- Signature
- Text
Sending Signature Requests
HelloSign for Confluence adds two page actions into the page tools drop-down menu. First is the HelloSign Signature Request which
Checking the Status of Signature Requests
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