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all right so i want to welcome everyone to today's session of getting started with hello sign my name is kate i'm a customer success program manager here and i'm going to be walking you through our web app today so a quick overview of what we're going to be looking at today we're going to take a look at creating a signature request as well as streamlining those requests by using templates we'll flip it around and look at the signer experience and then jump back into our account where we can look at where to track your documents and take a look at your settings then i will open it up for a brief q a session um at the end of the webinar so if you do have any questions feel free to enter them into the q a section of your zoom control panel now i do want to note that we will be going over our web app today um only we will not be reviewing any of our other products today and i will be going through the demo within an account that is on our enterprise plus plan but i will be sure to point out uh those features that are only available on the enterprise plus so that we're going over those that are available on the majority of our plans all right so before we dive into the demo i want to go over a couple of um points here which when you're using hellosign you're really getting a lot of flexibility so when you're setting up your documents you can easily use the editor to place down a customized experience for your signers whether you're creating a one-off scent or you're setting up templates you're really going to be able to create that customized truly personalized experience and then also when you're actually working with the finalized product there so your completed document you are going to have the comprehensive transaction trial which will track all activity of the parties that are on the document so you're going to be able to have that available to you on every single transaction we also have flexibility for our signers you're going to be able to sign your documents and pretty much anywhere so you're going to be able to open them up of course on your laptop desktop and then also on your phone you're going to be able to sign right there wherever you are you can also use a tablet and if you are using a tablet you are going to be able to set up in-person signing with using template links all right so let's go ahead and dive into the demo so i'm going to go ahead and pull up my demo account all right so here on our home page you're going to see you can easily jump into uh the requesting flow by selecting sign or send you're also able to easily jump into creating a template by this second option here which create a template before we go ahead and dive into the requesting flow i want to point out a few navigational points here so you're going to be able to jump into your settings easily by hovering over your login email in the upper right hand corner here you can save your signature here and also edit the signature that you have on file simply click on edit you can draw in your signature you can type in if you're typing it in you can change the font and then you can easily upload a photo of your signature as well and then you have all your saved signatures here that you can select as your default additionally in this drop down menu here you're going to be able to see the number of requests that you have left depending on your plan as well as the number of templates you have left available to you again based on the plan that you're on you can easily jump into your settings and if you are on our enterprise plus plan you'll be able to jump into your admin console we'll take a closer look at those uh towards the end of the session you also can jump into the requesting flow by selecting signed documents which jumping all the way over here to the left hand side you are going to be able to do the same by selecting signed documents here if you are on enterprise plus you will be able to utilize our bulk send option which allows bulk sending within 250 people at a time you'll be able to jump into the template section documents and integrations all here as well so let's go ahead and create a request so i'm going to select sign or send now your first step here is going to be uploading the file you'd like to use so you can upload a file directly from your computer you can use a template that you've already created you can import from any of these file sharing services such as dropbox or google drive and then you can do a simple drag and drop let's go ahead and add a file from our computer here and you're able to add additional files so if you just needed to add another pdf here for example i can go ahead and select file here so again if you need to add additional files to create a packet for your signers to fill out you can do so by just continuing to add additional files once you've created your packet here you can also update the order by simply grabbing the document and rearranging the order here on to our next step which is signers so here you want to go ahead and enter in your signers information so who's going to be signing this document now we have a few more options here if you see the kebab menu on the right hand side you can add signer off here which is going to allow you to add a access code or use a text message to authenticate your signers so basically what this would do is just add that extra layer of security you can request attachments from your signers here so all you need to do is select request attachment maybe you need proof of income you can enter in instructions and you can make this required you can request up to five attachments per signer per request then of course you can remove your signer also before we move on to our next step you're going to see enable sign or reassignment this allows for your signers to reassign this document to another individual for example if you are working with a sales contract and you're working with someone that has decision making power but not necessarily purchasing power that person instead of having to go back to you the requester and ask for an updated form they can go ahead and reassign that to another individual and then you can also set signer order so who's going to sign first second and third all right let's move on to our editor so by selecting next in the upper right hand corner we're now going to move into our editor where we're able to place our fields down so these are going to be all of your standard fields here on your left hand side and then the only two here that are not standard to every plan are going to be drop downs and radio groups so let's place a text box down i'm just going to select text box and then click where i'd like this you can also do a simple drag and drop from that particular section as well you can also resize by doing um a simple drag from the bottom right hand corner there and you'll also notice as i place these down the right hand side menu updated to additional options for this particular field so now i can assign this text field to any of the signers that i have i can fill this out now so if this is information that i already know i can go ahead and fill this out so it can be customized so i'll go ahead and enter in tyler here if i needed to edit my signers i could easily select edit signers jump in here and confirm that their information is correct confirm that um they are in the right order i can assign signer order i can remove someone and i can add a signer as well these are also going to default to required so if you want to make this optional you just want to uncheck this particular option here placeholder text is what i like to sort of call as your help text here go ahead and place in what you would like your signers to enter in here um so maybe i want reason for visit so i can place that there really common when you're working with fields that don't already have a prompt there you can update your formatting by updating your font as well as your font size you also have the option for validation so if you want to ensure specific information is going into this particular box you can do so by using these options here field name is going to be for internal purposes and it is mostly used for when you are on enterprise plus and you're downloading a csv and conditional logic is going to be specific to our enterprise plus plan now when you're placing down another field if i wanted to go ahead and place another field i don't actually have to go back and select my text box again you can see that the system remembered that i had already selected a text box remembers the size and remembers who it was last assigned to so i could update this to carol if i wanted to excuse me so next i want to focus on our initials so initials are a great option if you'd like to add an additional emphasis on specific passages so um or if you're wanting them to sign off on specific uh lists of items um however you would like to use the initial function you have that option here so again just like with any other i can update who they're assigned to as i go through excuse me moving further down let's grab our signatures so i can place signature here and i can place another one there i can update these who they're assigned to and then also i have my date signed here so your date signed is going to be a default field so this is going to autofill with the current date that your particular excuse me your particular signer is working on and finishing this particular document now in this uh free space here i do want to point out our check boxes check boxes are a great option for lists of items that maybe somebody's purchasing from or services um if you're using this for self identification purposes so on any hr or text forms things like that um you're able to do so you can go ahead and just use two options and i'll show you how you can ensure that only one option is selected or as many as you need so now as you see i've placed a bunch of these down they're not really in the best order so i did a simple drag and drop over them to group them together in a way that i can now snap them into alignment by using these options along the top of my side editor here now when i go down you see you have an option here that says group check boxes so here i'm going to go ahead and now group them together so they're dependent on each other so from here what i'm going to now be able to do is select a minimum so it requiring at least um this amount of boxes that need to be checked by my signer and providing a maximum all right moving to our last section here i do want to point out our autofill fields so our autofill fields are a great option um if you have information that such as name and email uh you already are gonna have that on file since you enter that in when you're putting your assigners information in um if you wanted to use title or company name if your signer has a hello sign account and has their profile filled out then this information will auto populate for them if they do not have a profile already set up then what would happen is as they fill out say this first company option the second company option would automatically be filled out so let's place a few of these down here so we have our title and we have the company and let's grab the email as well and let's elongate that email because we know sometimes those emails can definitely run pretty long now we also see that we have uh this information on a second uh level here so what i'm going to do just like i did before with the check boxes is i'm going to group them together with a simple drag and drop now what i'm going to be able to do is copy them with a simple shortcut and now i'm going to paste them with another shortcut here and drag them to where i want them placed if i needed to actually update these to another signer i could do so by simply clicking up assign to on the right hand side again or i can leave them be this is really useful when you're working with documents that have repetitive information so you don't have to actually create them all over again you can just go ahead and copy and paste all right so i've placed all my fields down let's move on to our next step so now we see we have our signers here you can see that i have requested an attachment for my first signer here if you'd like to add a cc you will want to make sure that this is enabled within your settings uh which i will point out when we get to that um and this just allows you to include someone in uh the email chain but not necessarily the signing portion of the request so the inver the individual that is cc'd will receive an email letting know that the signing experience has been kicked off and then when it has been completed they will get an email that lets them know it has been completed and they will receive a finalized pdf copy and then you have your title agreement so and let's do nda for visit you can also enter in an optional message if you'd like and then when you're ready send for signature in the upper right hand corner you're now redirected back to your home page and you can see you have your document has been sent for signature you can jump to your documents page by simply clicking here of course you can always go directly there in your main navigation menu here now before we jump in to our signing experience let's take a look how to streamline that process that we just went through by using a template so i'm going to go ahead and select create a template here actually let's go ahead and jump into our template section so from your left hand side menu go ahead and select templates here and now you'll see you have two different options you're going to have a standard template which is going to allow you to include multiple signers and you can customize the experience for each one of those signers and then you're also going to have the option to create a template link with this create a link a template link is going to be for a single signer only and it's going to be the exact same experience for that signer every single time this is also going to be how you're going to be able to set up in-person signing as well so when you create a template link you will be able to receive that link that you can then get to your signers however you see fit so if you'd actually like to put this in your website you'd be able to do so if you'd like to send it in a personal email you can do that as well and again as i mentioned you can also set up in-person signing on a tablet but for the purpose of this demo let's go ahead and create a standard template now you're going to see that the majority of this is going to look exactly the same as we just went through but i'll be sure to point out the differences so that first step here looks exactly the same all you need to do is include your file so i'm going to go ahead and again upload a file from my computer you can upload any type of file um that you have it does not have to be a pdf you are able to upload a word document as well and we have a variety of different documents that we do support which you can always check out in our help center as well so now that i've added my file i can of course add additional files if i need to but if it's just a single file i can go ahead and select next now adding my signers this is going to differ a little since we don't know the individual personally yet that we're going to be sending this to but we do know the role that this person is going to represent so i have a permission slip that i'm working with so i'm going to have my guardian and my teacher otherwise all the other things here are going to be the same sign reassignment set sign or order also with the attachments here it's going to be the same there so let's move on to placing our fields down now again you're going to notice this looks exactly the same now there's going to be one difference here that i want to point out so i'm going to grab my text box and place this down here in this first option i'm going to resize this a bit as well now what i want to do here is this is going to be information that my requester is going to have every single time they actually use this template so i want them to actually fill this information out so it's a more personalized experience for my signer so instead of selecting me now which means this would always be the same thing so if i were to enter in say holly here then every single time this document is used the name of child is always going to be holly the likelihood of every single person being named the same not that high so we don't want to rely on that so what we're going to do is select sender now i want to scroll down to my merge field here and i'm going to update what needs to go into this box similar as our placeholder text but this is going to be for internal purposes only i'm going to put name of child so now when my users or requesters go to use this template whenever they go to send this out they do not have to actually go into this particular placing the fields down they completely skip over this step so really saves time but there are going to be able to enter in the name of child in the review and save step so i can go ahead and let's place some fields down here and do another one here for my guardian and then we can go to next and now you can see you have the option to add a cc here if you have that enabled again and add your template title um and an optional message and you can review your title or your signer roles here all right so to take a look at that i'm gonna go ahead and select sign or send again let's add our template so working with the same option that i was just working with so that permission slip and select next and go ahead and enter in a signer here there we go and we can go ahead and enter in a signer for our guardian and next so you can see i have that name of child field here that all i need to go ahead and do is enter that here and um let's go there if i want to i can update my photo slip and then also optional message and send for signature all right so let's go ahead and take a look at the signing experience i'm just going to pull up my email really quickly bear with me while i pull this up i do apologize for the delay here let me just grab this all right so i have my request and you can see here that i can customize this so i have that um title of my document the mda for visit signature requested by and i have customized this to say kate with hello sign which also populates here as well otherwise it is something that is auto populated by hello sign you can set this up to have each admin set it up or you can set this up to have each individual user we'll take a closer look at that when we go to settings you're also able to set up your own logo here so instead of having the hello sign logo which is going to be the standard you can upload your own logo to this email and then moving further down you see that you have uh your message uh sorry your title and then if you had a message here uh that would populate here as well so now we can go ahead and review and sign all right you'll see you have your personalized logo in the upper left hand corner you have your kebab menu here which allows you to if you had selected um reassignment that would be allowed there you also have the decline to sign option here as well if you do decline to sign you will be required to put in a reason here and that will then go out in an email notification to your requester as well as anyone cc now you'll also notice here that tyler johnson is already populated that was because we filled that out with the me now so now to go to my first field i can easily just click here since we can easily see it's right there however if it was further down and i wanted to just go straight to that field i can select get started so let's go ahead and add information there my next field here i can scroll to is going to be my initials so i can click to initial i already have my signature here so sorry my initials already saved since i've used this account once or twice to sign before um so those are already uh saved however you will be able your signers will be able to go ahead and enter that in by drawing or typing i'm going to go ahead and use my saved now you have the option here to insert only in this one place or insert everywhere my initials are needed so you can see that is now populated in both of these options scrolling further down i have my click to sign again i have my saved options so i can go ahead and insert there and we'll see here that my information has already populated here by entering in my name and the email address associated with this account because it was entered in when i went ahead and filled out my signer information now my title let's go ceo here auto populates here and then company i can go ahead and fill that out as well let's do baby so you can easily fill those out if you do not have that already um put in sorry if you do not have that already filled out within your profile so now i'll go ahead and continue i now agree here and i'm redirected to my thank you for submitting my documents page which you can also customize by redirecting them to a page of your choosing so if you wanted to redirect them to your own home page or page on your website you would be able to do so within your settings all right so let's go ahead and jump back into our demo and let's move into our documents page so within your documents page as an admin you have the ability to see all documents throughout your entire account however if you are um a member a developer or a team manager you only have visibility into those documents that you have created as well as templates that you've created or any documents or templates that have been explicitly shared with you when you come into your documents page you're going to see all of your own personal documents here you can search for a specific document by using the simple search you also have the option for our more advanced search here and then also you can drill in by status using these options on the left hand side when you click into the document's name so basically anywhere in this general vicinity you're going to be able to see a detailed list of who has signed who hasn't signed document id for any troubleshooting as well as your subject to the title of your document and any attachments or messages that you had included with your drop down menu here to the far right you're going to have a couple of quick action um items here including send reminder now you can set up standard reminders that go out three and seven days after you've sent the request and your signer hasn't signed and you're also able to send these reminders manually as well another thing i wanted to point out here which is the download as a csv that is only available on our enterprise plus plan so with our templates you're going to be able to jump into your template section here and do the exact same options of course you're going to have a few different let's move into our templates a few different options of course since you're working with a template and not a sent request so with your slide out menu you're going to be able to see your template id so if you are working with a say the api this is where you're going to be able to grab that um and then your quick actions menu you're going to be able to duplicate so say you have a template that is slightly different you can easily duplicate it and then just edit that template you can use you can easily jump into using the template and also you have the team access so where you can easily enter in the name of a team or individuals that you would like to share this with all right moving into our integrations these are going to be some of our out-of-the-box integrations so if you already have an account with these simply go ahead and select activate and follow your prompts here so again you do have multiple different options here if you do see the option here disabled and you're on our enterprise plus plan the likelihood is that your admin has restricted this particular feature such as box has been restricted on this account um so i would check in with your admin if you do see that and you do want to use that particular integration now there are two here um hello sign for salesforce and zapier that do require a little bit more such as with salesforce it is an additional subscription so you do have the option here for more information all right so let's pivot now and look into our settings so again if you are on our enterprise plus plan you will have the admin console we're going to take a look at our settings though before we jump there so jumping into my settings all business plans and standard enterprise plans have access to business features this is where the individual user has the ability to upload company branding tagline from field email signature as well as that redirect when you go to complete your document so that thank you for submitting page this is where you're going to be able to redirect them to a page of your choosing if you see that any of these are grayed out that would be because your admin has actually set this up and locked it down for the account which we'll take a look at here in just a moment you also have options to decide how you want to accept signatures from your signers so if you want to only allow them to draw and type it not upload you're able to do so here as well as a few other options and then you have the save all the way down here at the bottom so if you do make any changes be sure to come all the way down to the bottom and save going back up to the top here all accounts have access to the profile here i highly recommend coming here right away when you uh set up your account um you can go ahead and fill out all of your personal information here set your time zone and your date format and have the auto complete or if you want to clear that autocomplete data you have the ability to do so here but this is where you're also going to manage your notifications so i highly recommend coming in here and deciding how often you want to be notified from hello sign and set that up here you're also able to set up your reminders here as well and then emailing a pdf copy this is where you're going to be able to set up that cc option so that's the second option here you'll want to make sure that you check this box off if you do want to have that cc option you also have the ability to add in a little bit of security and extra security here you're going to be able to add in a two-factor off either by text with the sms verification or by the google authenticator if you're an admin you do have the ability to look at your account activity and again your save is all the way down at the bottom we've already taken a look at the integrations if you are interested in the api if you already have an api plan this is where you're going to be grabbing your api key you can test out your callbacks create apps this is going to be your hub for your api here if you don't have a plan but you're curious about the api you can always come here and test it out completely for free as well and then you have the billing section that's going to let you know what plan you're on um you're also going to be able to update um the address that um your invoices or receipts um populate hellosign does not proactively send these out but you are able to come here and view any of those here all right so we're going to go ahead and jump into our admin console but before we do so i do want to point out the features that we are going to look at um are available to our enterprise and business plans by a tab that would populate here as a team tab and then to invite new users you would also have a team tab here that would allow you to invite new users so within our admin console you're able to invite new users all you need to do is go ahead and enter in their email address with a business and enterprise plan all you need to do is enter in the email address and click invite with enterprise plus just email address and what role you'd like them to be on and if you're using multi-teams what team over in our settings here we're going to have our general so this is where you're going to be able to upload your company name tagline and logo and you're able to determine who gets to fill this out so is it going to be the org admins only so locking this down for every other individual on the account so it is uh uniform looking or if you want this to be set up by um your individual user or if you're on multi teams with enterprise plus um the uh admin or the team managers so that's going to be for all of those options if you do make any changes you will have a save option down here at the bottom moving into our second set of settings here um you're going to be able to set up your front field email signature again you can decide if you want this to be set up by your admins or by the individual user also set up document title and messages your time zone for your entire account um your date formats so the default date format if you want sign or off options here so being able to use those access codes or text message for that extra layer of security for verifying your signers uh you have tamper proofing url forwarding so that redirecting of the signers after they complete their their signature request so these are all going to be those same options that we saw with the business features this is just going to allow the admin to decide if they want their individual users to be able to set this up or set it up for them and then also the reminders down here and you also have a sign disclosure this is an option that makes your signers opt in to um e-signature process before signing um as well as agreeing to hello sign terms of service at the end so it's um just gonna be that extra option in the front um i if you do require this i would uh um check with your own counsel on that just to see if that is something that you would require and then you also have your security here so if you're on an enterprise or enterprise plus you're going to be able to set up your sso or require that multi-factor off from your users there are additional features here within your admin console that are only available on our enterprise plus plan so if you do have any questions about those feel free to go ahead and inquire all right so as we're wrapping up here i do want to point out those additional tabs that i mentioned if you are on a business or enterprise plan so here this is what your main navigation menu on the left hand side would look like you have that team tab that allows you to enter in your new member's email and send that off by just selecting invite you also have limited options on reporting here um you have a little bit more robust reporting within our admin console on enterprise plus but you do have these options here as well and then within your settings you are going to have the team tab as i mentioned between the business features and the profile and this is where you're going to be able to set up all that personal branding options that we just looked at in the admin console so i do want to point out some resources available to you if you uh do have questions once you jump off this webinar today um you can always jump on our online community it's a great place to connect with other users um as well as other hello sign experts and then of course our help center which you can use for the help articles as well as our short tutorial videos and other webinars such as our ask the expert which is held every other tuesday which is just a live q a session um that we hold so those are going to be some great resources for you as well as if you do have questions or issues that you're running into you can always reach out to our support team at support hellosign.com so if you do have any questions feel free to go ahead and enter them into the q a section of your zoom control panel now all right so we don't have any more questions today i do want to thank everyone for joining um and again if you do have questions when you jump off feel free to check out our resources available to you and i hope you enjoy the rest of your day thanks everyone