HelloSign the way business gets done today is broken. That’s why we’re dedicated to simplifying work for everyone - from small startups to large enterprise companies. Millions of individuals and over 80,000 paying customers world-wide trust the HelloSign platform – which includes eSignature, digital workflow and electronic fax solutions – to automate and manage their most important business transactions.

Authenticating

HelloSign uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with HelloSign. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to HelloSign without getting access to passwords.

Step 1: Initiate a connection to HelloSign

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's HelloSign admin to make a connection to your HelloSign organization account. When you click on the Connect button, the web browser will navigate to the HelloSign login page.

Step 2: Log in to HelloSign

Log in to HelloSign using your organization's credentials. The exact login mechanism may depend on your HelloSign plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.

Step 3: Back to Quolum

Once you have granted access to Quolum, HelloSign is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your HelloSign Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.