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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

My Document Packages

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Locating Your eSignature Packages

The eSignature packages that include you as a signer, Administrator, or participant will be accessible to you, and you can also perform tasks associated with the package from three locations: eSignature Packages portlet in your Dashboard, Tools menu, and Document Packages browse screen.

The eSignature packages that include you as a signer, Administrator, or participant will be accessible to you, and you can also perform tasks associated with the package from three locations:

  • eSignature Packages portlet in your Dashboard
  • Documents menu in the Navigation Toolbar
  • Document Packages browse screen
Note:

External parties and company contacts sign a document in an eSignature package from the DocuSign/Adobe Sign cloud.

You can view your eSignature packages in the following tabs:

  • The Current tab for negotiation packages and eSignature packages that are not tagged.
  • The Submitted tab for eSignature packages that have been tagged and waiting to be signed.
  • The All Packages tab (only available based on permissions).

eSignature Packages Portlet

  1. In the Dashboard, locate (or add) the eSignature Packages portlet.
  2. In the portlet, locate the eSignature package using the available options:
  3. Search for a package by entering the company name or the package name into the Search field and pressing the ENTER key on your keyboard.

    Click on a tab to view eSignature packages by their status: Current, Checked Out, Submitted, Completed, All Packages, or All Completed

  4. Scroll through the list.
  5. (Optional) Manage the display of information in the portlet:
    • Update the columns that display using the Sort/Column menu. Reorder and resize the columns to manage the display of information in the browse screen. Sort the data in a column by clicking (toggling) on a column heading.

Documents Menu

  1. Click Documents in the Navigation Toolbar to display the menu, and then click the Document Packages link.
  2. In the Document Packages screen, locate the eSignature package using the available options:
    • Search for a package by entering the company name or the package name in the Search field and clicking the magnifying glass.
    • Click on a tab to view eSignature packages by their status: Current, Checked Out, Submitted, Completed, All Packages, or All Completed
    • Scroll through the list.
  3. (Optional) Manage the display of information in the screen:

    Update the columns that display using the Sort/Column menu.Reorder and resize the columns to manage the display of information in the browse screen. Sort the data in a column by clicking (toggling) on a column heading.

Document Packages Screen

  1. Open the Contract Profile containing the eSignature package.
  2. In the Links section, click the Document Packages link.
  3. In the Document Packages screen, use the available icons to perform tasks for the eSignature package.
User Guide
Contracts

January 2, 2025