Source: https://atomic-works-test.docs-staging.pageloop.ai/trust/trust-center/dashboard-actions/configure-nda-and-access-controls/configure-nda-with-hellosign

# Configure Nda With Hellosign

---
description: >-
  Integrate HelloSign (Dropbox Sign) with Sprinto to automate NDA signing
  workflows, manage restricted Trust Center access, and track electronic
  signature requests securely.
---

# Configure NDA with HelloSign

The HelloSign integration allows you to use Dropbox Sign-powered electronic signatures for NDAs associated with restricted items in Sprinto Trust Center.

Once connected, Sprinto can:

* Send NDA signature requests using HelloSign templates
* Track signature request status
* Download signed documents
* Send reminder emails to signers
* Manage document signing workflows for Trust Center access requests

This integration uses OAuth 2.0 authentication to securely connect Sprinto with your HelloSign account.

{% hint style="info" %}
#### Feature Request

The HelloSign integration is an on-demand feature. To enable this integration for your Sprinto workspace, contact [Sprinto Support](mailto:support@sprinto.com).
{% endhint %}

## Use Cases

You can use the HelloSign integration to:

* Require visitors to sign NDAs before accessing restricted Trust Center resources
* Automate NDA signing workflows for customers and auditors
* Track the status of NDA signature requests directly from Sprinto
* Store signed NDA documents for compliance and audit readiness
* Send automated reminders for pending signatures

## Permissions Requested

Sprinto requests the following permissions during authentication:

<table><thead><tr><th width="230.6953125">Permission</th><th>Description</th></tr></thead><tbody><tr><td>Template access</td><td>Access to view, create, and modify HelloSign templates</td></tr><tr><td>Signature request access</td><td>Ability to send and manage signature requests</td></tr><tr><td>Account access</td><td>Access to basic account information such as name and email</td></tr></tbody></table>

## Authentication Details

<table><thead><tr><th width="212.734375">Configuration</th><th width="390.71484375">Value</th></tr></thead><tbody><tr><td>Authentication method</td><td>OAuth 2.0 Authorisation Code Flow</td></tr><tr><td>Authorisation URL</td><td><code>https://app.hellosign.com/oauth/authorize</code></td></tr><tr><td>Token URL</td><td><code>https://app.hellosign.com/oauth/token</code></td></tr><tr><td>Token type</td><td>Bearer token</td></tr><tr><td>Refresh token support</td><td>Supported</td></tr></tbody></table>

## APIs Used by Sprinto

Sprinto uses the following HelloSign APIs as part of the integration:

<table><thead><tr><th width="338.63671875">API Endpoint</th><th width="386.5390625">Purpose</th></tr></thead><tbody><tr><td><code>GET /template/list</code></td><td>Retrieve available document templates</td></tr><tr><td><code>POST /signature_request/send_with_template</code></td><td>Send signature requests using templates</td></tr><tr><td><code>GET /signature_request/{id}</code></td><td>Check signature request status</td></tr><tr><td><code>GET /signature_request/files/{id}</code></td><td>Download signed documents</td></tr><tr><td><code>POST /signature_request/remind/{id}</code></td><td>Send reminder emails</td></tr><tr><td><code>POST /oauth/token</code></td><td>Exchange authorisation code for access token</td></tr><tr><td><code>GET /oauth/authorize</code></td><td>Initiate OAuth authentication</td></tr></tbody></table>

Base API URL: `https://api.hellosign.com/v3`

## Required OAuth Scopes

Sprinto requires the following scopes to connect with HelloSign:

<table><thead><tr><th width="233.56640625">Scope</th><th>Purpose</th></tr></thead><tbody><tr><td><code>template_access</code></td><td>View, create, and modify document templates</td></tr><tr><td><code>signature_request_access</code></td><td>Send, view, and update signature requests and download signed documents</td></tr><tr><td><code>account_access</code></td><td>Access basic account information such as name and email</td></tr></tbody></table>

{% hint style="info" %}
#### Note

HelloSign scopes are configured at the application level within Dropbox Sign and are not passed through the OAuth authorisation URL.
{% endhint %}

## Prerequisites

Before integrating HelloSign with Sprinto, ensure that:

* You have Admin access to your HelloSign (Dropbox Sign) account.
* You have access to Sprinto Trust Center configuration settings.
* You have a HelloSign developer account if custom OAuth application setup is required.
* Your HelloSign OAuth application is configured with Sprinto’s redirect URI.
* You have the required OAuth scopes enabled in HelloSign.

## Procedure

### Connect HelloSign to Sprinto

1. Log in to your Sprinto dashboard.
2. Navigate to **Trust** → **Trust Center**.
3. Select the **Configuration** tab.
4. Under **NDA for restricted items**, click **Manage**.

<figure><img src="../../../../.gitbook/assets/Screenshot 2026-05-07 at 14.28.16.png" alt="" width="563"><figcaption></figcaption></figure>

5. In the configuration drawer, click **Setup** next to **HelloSign**.

<figure><img src="../../../../.gitbook/assets/Screenshot 2026-05-07 at 15.23.22.png" alt="" width="563"><figcaption></figcaption></figure>

6. In the **Connect HelloSign** drawer, review the requested permissions and scopes.
7. Click **Connect HelloSign**.

<figure><img src="../../../../.gitbook/assets/Screenshot 2026-05-07 at 15.24.40.png" alt="" width="563"><figcaption></figcaption></figure>

8. In the Dropbox Sign sign-in window:
   1. Sign in using your HelloSign credentials.
   2. Complete the authentication flow.
   3. Follow the on-screen instructions to authorise Sprinto.
9. After successful authentication, the HelloSign integration is connected to Sprinto.
10. Select an NDA template.
11. Click **Save**.

<figure><img src="../../../../.gitbook/assets/videoframe_62510 (1).png" alt="" width="563"><figcaption></figcaption></figure>

## Post Connection Flow

After the integration is connected:

* Sprinto uses HelloSign for NDA signing workflows associated with restricted Trust Center items.
* Visitors requesting access to restricted documents may be required to sign an NDA before access is granted.
* You can enable or disable NDA enforcement for access requests directly from the Access request panel.
* You can review and edit the list of allowed items associated with the request.
* Sprinto tracks NDA signing status within the Trust Center workflow.
* You can send reminder emails to pending signers by clicking **Remind.**
* Signed documents and signature statuses are synced back to Sprinto for compliance tracking and audit readiness.

<figure><img src="../../../../.gitbook/assets/videoframe_95456.png" alt="" width="563"><figcaption></figcaption></figure>

## Troubleshooting

<table><thead><tr><th width="307.51171875">Issue</th><th>Resolution</th></tr></thead><tbody><tr><td>Unable to authenticate with HelloSign</td><td>Ensure you have Admin access to the HelloSign account and complete the Dropbox Sign authentication flow correctly</td></tr><tr><td>Missing templates in Sprinto</td><td>Verify that the connected account has access to the required HelloSign templates</td></tr><tr><td>OAuth authorisation fails</td><td>Confirm that the redirect URI configured in HelloSign matches Sprinto’s OAuth configuration</td></tr><tr><td>Signature requests are not sent</td><td>Ensure the required OAuth scopes are enabled for the HelloSign application</td></tr><tr><td>Signed documents are not syncing</td><td>Reconnect the integration and verify API access permissions</td></tr></tbody></table>

## Support

If you experience issues while integrating HelloSign with Sprinto:

* Verify that your HelloSign account has the required permissions and OAuth scopes enabled
* Ensure your Dropbox Sign authentication is completed successfully
* Contact Sprinto Support for assistance with integration setup or troubleshooting
* Refer to the HelloSign developer documentation for OAuth application configuration details