HelloSign

Setting Up HelloSign Integration

1. Ensure that you have a HelloSign API account (this is different than the general account). If you don't, here's a link to the API plan page.
2. In your HelloSign account, navigate to your email on the top right, and click 'Settings.'
3. Click 'API' and copy the API key.
4. Go to your OnboardIQ account, hover over your name, and then click on Integrations > Screening.
5. Click 'Link' next to HelloSign.
6. Paste your HelloSign API key into the prompt.
7. Copy the webhook link (should look like "https://www.onboardiq.com/process_hellosign/abcdefgdjkasld").
8. Go back to your HelloSign API settings and paste the link into Account callback, then press "Test."
9. Save HelloSign settings - boom! OnboardIQ and HelloSign are now set up.
   
   

Adding a Template in HelloSign

1. Go to HelloSign > Templates on the left.
2. Click 'Create a Template.'
3. Upload your file.
4. Add 'Applicant' as a role (if you want 2 or more signees besides the applicant, please notify us). The role MUST be set up as 'Applicant' in order for the HelloSign agreement to send to applicants.
1. You can also review your Role Management page in OBIQ to ensure that roles are correctly assigned; this page can be accessed from Integrations > Manage Integration (HelloSign) > Manage Roles.
5. In OnboardIQ, add a Document Signing stage to a workflow.
6. Add the specified templates to be signed onto that stage and the correct settings.
7. Add yourself as an applicant and move/advance yourself to the new Document Signing stage to test.
8. If everything is set up correctly, you should receive an email from HelloSign.
   
   

Note: If you send the agreement to the applicant directly from HelloSign, then the label in OBIQ will not update; the agreement needs to be triggered from OBIQ in order for our system to update applicant labels.

FAQ

• Why aren't the HelloSign templates being sent to applicants once they land in the document signing stage in OBIQ?
  • Make sure that the main signer role for your HelloSign templates is set to 'Applicant.'
  • Make sure that you haven't exceeded the template quota in your HelloSign account. (If you have, then any template that exceeds your quota will become locked.)