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

# 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.

> [!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).

## 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:

| Permission               | Description                                                |
| ------------------------ | ---------------------------------------------------------- |
| Template access          | Access to view, create, and modify HelloSign templates     |
| Signature request access | Ability to send and manage signature requests              |
| Account access           | Access to basic account information such as name and email |

## Authentication Details

| Configuration         | Value                                       |
| --------------------- | ------------------------------------------- |
| Authentication method | OAuth 2.0 Authorisation Code Flow           |
| Authorisation URL     | `https://app.hellosign.com/oauth/authorize` |
| Token URL             | `https://app.hellosign.com/oauth/token`     |
| Token type            | Bearer token                                |
| Refresh token support | Supported                                   |

## APIs Used by Sprinto

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

| API Endpoint                                 | Purpose                                      |
| -------------------------------------------- | -------------------------------------------- |
| `GET /template/list`                         | Retrieve available document templates        |
| `POST /signature_request/send_with_template` | Send signature requests using templates      |
| `GET /signature_request/{id}`                | Check signature request status               |
| `GET /signature_request/files/{id}`          | Download signed documents                    |
| `POST /signature_request/remind/{id}`        | Send reminder emails                         |
| `POST /oauth/token`                          | Exchange authorisation code for access token |
| `GET /oauth/authorize`                       | Initiate OAuth authentication                |

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

## Required OAuth Scopes

Sprinto requires the following scopes to connect with HelloSign:

| Scope                      | Purpose                                                                 |
| -------------------------- | ----------------------------------------------------------------------- |
| `template_access`          | View, create, and modify document templates                             |
| `signature_request_access` | Send, view, and update signature requests and download signed documents |
| `account_access`           | Access basic account information such as name and email                 |

> [!INFO]
>
> #### Note
>
> HelloSign scopes are configured at the application level within Dropbox Sign and are not passed through the OAuth authorisation URL.

## 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**.

![](/assets/b35ae7a1ec02-screenshot-2026-05-07-at-14.28.16.png)

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

![](/assets/53bdfc90279f-screenshot-2026-05-07-at-15.23.22.png)

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

![](/assets/1f3ee6d8881a-screenshot-2026-05-07-at-15.24.40.png)

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**.

![](/assets/4707fb98ec14-videoframe-62510-1-.png)

## 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.

![](/assets/dbafafce09c6-videoframe-95456.png)

## Troubleshooting

| Issue                                 | Resolution                                                                                                        |
| ------------------------------------- | ----------------------------------------------------------------------------------------------------------------- |
| Unable to authenticate with HelloSign | Ensure you have Admin access to the HelloSign account and complete the Dropbox Sign authentication flow correctly |
| Missing templates in Sprinto          | Verify that the connected account has access to the required HelloSign templates                                  |
| OAuth authorisation fails             | Confirm that the redirect URI configured in HelloSign matches Sprinto’s OAuth configuration                       |
| Signature requests are not sent       | Ensure the required OAuth scopes are enabled for the HelloSign application                                        |
| Signed documents are not syncing      | Reconnect the integration and verify API access permissions                                                       |

## 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