Conga Product Documentation

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Configuring the Signing Order for Conga Sign

You can configure the signing order when using the Send with Conga Sign integration option through Contracts for Salesforce. There are two available signing options:
  • Parallel Review: This is the default. Everyone can review at the same time. There is no specified signing order. When this option is enabled, users do not have the ability to toggle a signing order on or off.

  • Serial Review: There is a specific signing order and recipients can only review the document one at a time. If this option is enabled, a toggle button becomes available for users to turn serial review on or off.

  1. In Salesforce, navigate to Setup.
  2. Click Object Manager.
  3. Search for Contract Agreement in the quick find search bar.
  4. Click Buttons, Links, and Actions from the left menu.
  5. Search for Customizable View Redlines and click the link.
  6. Click Edit to edit the button code url with the behavior you want to enable.
    • If enableSigningOrder is set to false, the signing order toggle will be disabled. The default value is false.This is the option for Parallel Review.

    • If enableSigningOrder is set to true, the signing order toggle will be enabled by default on the send for Conga Sign page. This is the option for Serial Review.

    Example Button Code
    {!URLFOR($Site.Prefix)}/apex/APXT_CongaSign__apxt_sendForSignature?id={!APXT_Redlining__Contract_Agreement__c.Id}&signingOrder=True
    In this example, enableSigningOrder is set to true, so users will have the signing order toggle available on the Conga Sign page to enable or disable Serial Review.
  7. Click Save.
Note: Users must go to the Agreement Details page and then navigate to the View Redlines Conga Sign page to reflect the changes made while the Conga Sign user interface remains open in a tab.