HelloSign Extension directly send lead attachment for e signature
Key Features:
- Send lead attachment (.PDF and .Doc) files to lead Email for E signature.
- When Document signed it will attach back to lead module.
How It Works:
- Install Extension from Market place and give the required credentials while installing. when extension install successfully it will create two button in lead module in detail view when click on “Send Files to HelloSign” it will Send attach file on given email for signature.
when you want to check documents signed. click on the button “check HelloSign Status” if documents signed then it will attach back with signed document with prefix Signed.filename.
