What Do Embedded Templates Look Like?

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Last week we showed you what HelloSign’s embedded requesting looks like. Now it’s time to take a closer look at HelloSign’s embedded templates.

Embedded templates are a HelloSign API feature. Adding embedded templates to your integration allow your users or customers to create their very own document templates right on your website, application, or workflow.

Embedded templates can easily be included in most HelloSign integrations. As a reminder, every HelloSign API integration is customizable to fit your needs. We’ll work with you to create the best workflow possible!

Below we’ll share a few common use cases for embedded templates and go over some of the benefits of this great addition.

Read on to learn more!

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Keep Your Teams in the Loop With These HelloSign Features

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We don’t subscribe to every catchy slogan, but “teamwork makes the dream work” is one we can stand behind. There’s nothing more important than collaborating and communicating effectively within teams.

Below you’ll find our favorite tips and tricks for using HelloSign to keep your team in the loop.

Enjoy!

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5 Ways to Automate Paperwork With HelloSign

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HelloSign helps companies get their business-critical workflows completed quickly and reliably. The value of that shows itself in all shapes and forms. If you can imagine a paperwork flow, you can be sure HelloSign can make it easier!

To get your brain turning on all ways you can automate online document flows at your company, we’ve listed a few ideas below (including examples). Be sure to read through each section. You might find yourself surprised by the areas that can benefit from eSignatures!

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How to Use HelloSign Templates to Eliminate Redundant Document Formatting

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One of the most popular features in our core HelloSign product are “HelloSign Templates” It’s little wonder why! Templates eliminate the need to format the same documents over and over again, saving you precious time and resources.

Read on for more information if this sounds appealing to you!

What Are Templates?

HelloSign templates allow users to format a document once and then save the prepared document to a HelloSign account. When the template is opened for use, the previously saved formatting holds, and the signing flow can be initiated without having to drag and drop fields again.

Templates are perfect for high volume documents (like sales contracts, tax forms, investment agreements, HR paperwork, rental leases, and more).

Template are easily accessible from your HelloSign dashboard.

How To Create a Template

Creating a template is easy! You’ll be finished in just a few minutes depending on the complexity of the document.

Let’s take a look at how to do it.

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