Authored by: Sarah Gabot, Partner Marketing Manager, HelloSign
The most exciting part of this partnership is that the possibilities are endless. Paper workflows exist everywhere; they’re in every industry and almost every department. This integration will help any company eliminate costly and redundant paperwork tasks.
How it Works
Open Oracle Documents Cloud Service and select the document you’d like to request a signature from and select it.
In the menu bar, select “Gather Approval Signatures.” A HelloSign iframe will appear prompting you to indicate who you’d like to sign the document. Type in the names and email addresses of the signers.
After you set up your signers, you can drag the text fields you want to use onto the document. You can choose a sign date (which will be automatically populated when the document is signed), checkbox, textbox, initials, or signature box.
Quick tip: If you want to use data validation, choose a textbox field and select the type of validation. This will help you prevent incorrectly formatted from being submitted to you. For example, if you want to collect a zip code, it would give an error if a letter is entered instead of a number.
Once you’ve added all the appropriate fields onto your document, click “Continue.” You’ll be prompted with a message box, allowing you to customize a message that’ll be sent to the designated signer.
Your signer will receive an email from HelloSign, and he or she will be able to sign the document in a few clicks. When your document is signed, click “Get Signed File” in the menu to retrieve the signed document. And just like that, you’ve successfully requested for a document to be signed without printing a thing.
Moving to a Paperless Future
When you use HelloSign for Oracle Documents Cloud Service, you’re taking one step closer to a paperless future. Now Oracle users can access their important documents and agreements without having to print or scan anything.
Want to Learn More?
Want to see our integration in action? Check out our video below.