HelloSign delivery

The HelloSign delivery sends resulting documents to HelloSign for e-signatures.

To set a connection between your HelloSign and Plumsail accounts, you need to provide an API key to the HelloSign delivery:

HelloSign API key

You can create such an API key in your HelloSign account. Select Integrations in the left menu, then select API in the top menu of this section. And there, you’ll be able to create a HelloSign API key.

create HelloSign API key

Copy and paste it to the HelloSign delivery in the Plumsail account.

After that, you can start specifying the delivery settings.

Main settings

Define the title of the document. This title will be used inside the HelloSign account. So, it’s a good idea to add something recognizable to it. For example, the company name you’re signing a contract.

HelloSign title

Add a message for signers. They will see this message when receiving the signature request email.

HelloSign message for signers

Add recipients - as many as you need. They could have Needs to sign and Receives a copy roles:

HelloSign recipients

Sequential signing and other advanced settings

Expand Advanced to customize additional settings.

advanced HelloSign settings
  • Switch on Sequential signing. Then just drag and drop recipients to define an order in which they should sign the document:

drag and drop recipients to change the sequence of signing
  • Enable Text tags if you’re going to use special HelloSign signature tags. See the information about them further on this page.

  • Enable HelloSign Test mode to test the delivery; to see how the document will appear for signers. You won’t spend your HelloSign credits.

Specify recipients dynamically based on your data

You may want to set recipients dynamically for each document. In this case, you can use tokens inside the Email field. Data passed to the process will define who will receive the document.

tokens inside Hellosign recipients

The token can contain not only one email address but the list of them comma- or semicolon-separated. Like this:

    "emails": "Derek Clark <[email protected]>; Jessica Adams <[email protected]>"

Mind that if you put the list of recipients into the single field, the information you typed in the Name field will be skipped.

You can specify recipient names in the list by placing names before the email address.

name before email

Or you can omit that, and the email address will be displayed as a recipient name.

In case Sequential signing is enabled, the order in which recipients receive the document will be the same as in the list.

Use template tokens inside delivery

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property address. In this case, you can include it using token {{address}}. The tokens work in the same way as in document templates including value formatters.

Additionally, you can use predefined tokens:

  • {{@date}} - full current date with time,

  • {{@number}} - the current document number.