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

Compare with Current View Page History

« Previous Version 12 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 automatically be attached to Confluence pages.

User Authorization

All users that will be sending out signature requests will need to authorize the HelloSign for Confluence Plugin. You can authorize the plugin on your profile under the Settings tab. 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

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.

The HelloSign Text Macro adds a validation option that can be used to validate the text field. 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.

The Validation field is also optional.

 Sending Signature Requests

HelloSign for Confluence adds two page actions into the page tools drop-down menu. First is the HelloSign Signature Request which will give you the following popup after clicking it.

In the HelloSign Signature Request Popup you can insert the subject and message of the signature request, specify the names and email addresses of the signers, and optionally attach the signature request to another page within Confluence.

Checking the Status of Signature Requests

After sending out a signature request on a page, the HelloSign Status page action is now available in the page tools drop-down menu.

Signer statuses for signature requests can be seen here.

You will be notified when someone has signed a signature request that you have sent out.

If the automatic attachments feature is turned on, the signed document will also be attached to the page.

Canceling Signature Requests

The cancel button can be found in the HelloSign Status popup. Signature requests can only be cancelled before they are complete, and it can only be cancelled by the user that sent it.

  • No labels