{"id":6346,"date":"2021-09-16T17:06:53","date_gmt":"2021-09-16T16:06:53","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/user-guide\/integrations\/hellosign-utilisation\/"},"modified":"2023-09-19T14:45:34","modified_gmt":"2023-09-19T13:45:34","slug":"e-signature-usage","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/integrations\/e-signature-usage\/","title":{"rendered":"HelloSign"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">1- Create a document in Cirrus Shield<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a new document in the \u201cDocument\u201d module and upload the file to sign (accepted document types: Word or PDF).<br><\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-2-1024x622.png\" alt=\"\" class=\"wp-image-6310\" width=\"556\" height=\"338\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-2-1024x622.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-2-300x182.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-2-768x466.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-2.png 1080w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Associate the contact to whom you wish to send the document for signature.<\/li><li>Our plugin supports signature tags, allowing you to insert tags into the document to be signed that will contain the signatures. If you want to use this feature in your document templates, check with your administrator if this feature has been enabled.<\/li><li>Upload the document to Cirrus Shield. You can drag and drop the document on the \u201cUpload\u201d button:<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4-1024x289.png\" alt=\"\" class=\"wp-image-6254\" width=\"533\" height=\"150\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4-1024x289.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4-300x85.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4-768x217.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4-1536x433.png 1536w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-4.png 1798w\" sizes=\"(max-width: 533px) 100vw, 533px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Click the \u201cSave\u201d button to save the document.<\/li><li>To send the document for signature to the contact associated with this document, click on the \u201cSend for signature\u201d button.<\/li><li>Your contact will receive the following email :<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-5.png\" alt=\"\" class=\"wp-image-6256\" width=\"431\" height=\"434\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-5.png 868w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-5-297x300.png 297w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-5-150x150.png 150w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-5-768x775.png 768w\" sizes=\"(max-width: 431px) 100vw, 431px\" \/><\/figure>\n\n\n\n<p>The Customer must click on \u201cReview &amp; Sign\u201d, he will then be redirected to a page where he must click on \u201cClick to Sign\u201d to sign:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-6-1024x668.png\" alt=\"\" class=\"wp-image-6258\" width=\"534\" height=\"348\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-6-1024x668.png 1024w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-6-300x196.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-6-768x501.png 768w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-6.png 1068w\" sizes=\"(max-width: 534px) 100vw, 534px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-7.png\" alt=\"\" class=\"wp-image-6260\" width=\"527\" height=\"396\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-7.png 977w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-7-300x226.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/09\/image-7-768x578.png 768w\" sizes=\"(max-width: 527px) 100vw, 527px\" \/><\/figure>\n\n\n\n<p>You will automatically receive an email from HelloSign if the signer has viewed or signed the document.<\/p>\n\n\n\n<p>The signer also receives a confirmation email when the document is signed.<\/p>\n\n\n\n<p>Once the document is signed, it is updated in the \u201cDocument\u201d module in the record. The signed version overwrites the unsigned version of the document.<\/p>\n\n\n\n<p>The field &#8220;Signature statuts&#8221; on the Document is automatically updated with one of the following values :<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Field label<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>API Name<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Sent for signature<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature signature_request_sent<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Viewed<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature_request_viewed<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Signed<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature_request_all_signed<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Refused<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature_request_declined<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Email incorrect<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature_request_email_bounce<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Error<\/td><td class=\"has-text-align-center\" data-align=\"center\">signature_request_invalid<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Error<\/td><td class=\"has-text-align-center\" data-align=\"center\">file_error<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Error<\/td><td class=\"has-text-align-center\" data-align=\"center\">unknown_error<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2- Log in to HelloSign to keep track of your documents<a href=\"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/plugins\/e-signature-configuration\/#5-log-in-to-hellosign-to-keep-track-of-your-documents\"><\/a><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image.png\" alt=\"\" class=\"wp-image-6302\" width=\"762\" height=\"519\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image.png 989w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-300x204.png 300w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2021\/10\/image-768x523.png 768w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><\/figure>\n","protected":false},"author":12,"featured_media":0,"parent":1292,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-6346","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/6346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=6346"}],"version-history":[{"count":4,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/6346\/revisions"}],"predecessor-version":[{"id":7004,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/6346\/revisions\/7004"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/1292"}],"next":[{"title":"Mailchimp","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/integrations\/mailchimp\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/7946"}],"prev":[{"title":"Stripe","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/integrations\/stripe\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/1396"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=6346"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=6346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}