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Articles in this section may be useful to technical staff maintaining the infrastructure of the DMS.
Articles in this section provide answers to frequently asked questions on the DMS appliance.
Articles in this section give release notes and links to see the product roadmap.
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Get Licensee Email to link to HelloSign
The licensee will need to supply an email address that they want the eSign emails to appear to have come from e.g. esign@habermas.com.
Adding Integration Instance and Integration Datasource
Log into Platform as Platform - System Administrator.
In Contacts find the licensee.
Add an Integration Instance;
and an Integration Datasource.
The Datasource Instance ID will auto-populate
The EROS team will then have to do some backend setup to link the licensee to the Hellosign service account, enable eSign for the licensee and also set licensees eSign requestor email id.