Create a Lumin Account and Workspace

Create a Lumin account here which will automatically create a Workspace your team can collaborate in.
Upgrade your Workspace and purchase Lumin Sign licenses.
Assign the Lumin Sign seats to the users who will be sending agreements for signatures.

Installing Lumin in HubSpot

In HubSpot, head to Settings.
Under Account Management, click Integrations, Connected Apps and then click the Lumin app.
Head to the Settings tab, then click Manage locations.
- The Lumin app cards can be added at the Deal, Company or Contact level. Where this is added depends on an organization’s internal processes. E.g., ‘Agreements are always sent from the Deal’.
Click the appropriate tab – Contact, Companies, or Deals, the location where the Lumin app card should be visible.
1. If the app card is required on the Deal’s Record page, go to the Deals tab, then under Record page, check the box for Lumin – Documents & eSignatures.

In HubSpot, head to Settings.
Under Data Management, click Objects. Then select the object (i.e., Deal) where the Lumin app card is required. This is where users will send, track and manage signature requests from.
Select the view that the Lumin app card needs to be in.
Then, click + to add a new tab.
Add a name for the new tab, i.e., Signature Requests. Then, click Done.
Click Add card.
Head to the Card library tab, then search for the Lumin app card. Then, click + Add card.
Once the app card is added, head to the record page where the app cards were added.
Then, click Connect to Lumin.
Select your Workspace and then click Allow access.
Once that is completed, users will now be able to send, track and manage signatures from within that record page.

In Lumin, click Generate.
Upload a file in the Templates section of AgreementGen or use an AI prompt to generate one.
Click Roles to add a new role. Roles are used to guide recipients on which fields they must complete.
In the Lumin app card in HubSpot, click View variables.
All the available variables will be listed automatically under the Variable Name column. Lumin generates a corresponding variable for every Contact, Company, and Deal property (refer to the HubSpot Property Name column) in your HubSpot instance. Any new HubSpot properties you create will also automatically generate a Lumin variable.
1. Use the search field to look for the HubSpot property you'd like to extract data from.
2. Then, click the variable to copy it to your clipboard.
In Lumin – AgreementGen, paste the variable where the data needs to be embedded.
Review the content of the agreement.
Then, ensure that all of the signature fields (and other fillable fields) are assigned to a role. To assign a signature or fillable field (if there are any), click the field, then select Assign role.