You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

Getting Started

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.

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

  1. API Key: The API Key entered will need to be linked to a HelloSign Account that has paid API signature requests.

  2. 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.

  3. 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

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

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

  • No labels