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Create Template in HelloSign

  • Do Items
    • Upload the document that you want people to sign. This can be from your computer or from cloud storage platforms such as Google Drive and Dropbox
    • Then you can assign roles and their titles for this template. These will be the type of people/specific people who will sign certain areas of the document, such as, “Client”, “Accountant”.
    • There are various fields that can be added to a document (see above). These can be dragged and placed and adjusted to where the blank space in the document is. It can also be assigned to a role. Note, if you create multiple roles, they must have at least one field assigned to it.
    • After all the fields have been added to the document, you can select if someone would need a copy of this document and assign them a role.
    • Then you can name the template and provide an optional description.

Filed Under: Integrations August 30, 2022 Leave a Comment

Add Clients Domain to Stripe Subscription

  • Do Items
    • Login to https://stripe.com/login
    • Select ‘Payments’
    • Select ‘Subscriptions’
    • Select ‘Update Subscription’ for the targeted purchase
    • Select ‘Advanced Options’
    • Add row under ‘Custom Invoice Fields’
    • Field Name: ‘Domain’
    • Field Value: ‘Domain which the service will be used on’
    • Select ‘Update Subscription’

Filed Under: Integrations August 30, 2022 Leave a Comment

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