How to use Composer and DocuSign for Salesforce in background mode with multiple signers.

  1. Create a custom button to integrate Conga Composer with DocuSign for Salesforce.
    • Create the button manually
    • Create the button with Solution Manager (Recommended)
  2. Create your Conga Composer template with all the necessary merge fields.
  3. Enter automatic anchor text, \s1\, where you want the tag information for the first signer to appear. Use \s2\ where you want the second signer to sign.
  4. Color that tag information white so it does not appear in the document.
  5. In Salesforce, we need to store the document as a new Conga Template record to make it available for merging.
  6. Add the following parameters to your button URL:

    &TemplateID=[The template ID of the document you uploaded]
    &DocuSignVisible=1
    &DocuSignR1Id=[The record ID of a Salesforce Contact, Lead, or User. This can be done with Salesforce fields, typically a lookup or formula field, with Contact Roles, or with more advanced options.]
    &DocuSignR1Type=Signer
    &DocuSignR1Role=Signer+1
    &DocuSignR1RoutingOrder=1 (Specifies that recipient 1 will sign first.)
    &DocuSignR2Id=[The record ID of a Salesforce Contact, Lead, or User. This can be done with Salesforce fields, typically a lookup or formula field, with Contact Roles, or with more advanced options.]
    &DocuSignR2Type=Signer
    &DocuSignR2Role=Signer+2 (Note, that this will allow the individual specified as R2 to take advantage of all tags set up for Signer 2.)
    &DocuSignR2RoutingOrder=2 (Specifies that recipient 2 will receive the document after signer 1 has completed.)
    &DS7=7     or 17 (Bypasses the Conga Composer user interface (background mode) and automatically sends. Salesforce1 buttons can only use DS7=7.)

  7. Add this button to the page layout where you want it to run, for example the Opportunity,
  8. Click your button.
  9. Your solution will run in Background Mode and will be automatically delivered to the first recipient.