| Term | Definition |
|---|
Email notification | The means by which signers are informed that they have an electronic document to sign. The email notification includes a link that takes the signer directly to the document. |
| Sender | Users who can create, send and manage Conga Sign document. |
| Recipient | A Recipient is someone who receives a Conga Sign document. They can be designated as a Signer, In Person signer, or CCd individual. |
| Signer | A Conga Sign document recipient who is required to take action on the document. |
Reminders and Expiration | Enables the sender to set the default validity and frequency of an eSignature request. |
Tags | Locations in a document where the signer needs to take action and provide information. |
| In Person Signer | The In Person Signer is the recipient who signs a Conga Sign document in person. |
| Facilitator | The facilitator is the Salesforce user that creates the In Person Signing Transaction and is responsible for conducting the In person signing. |
| Transaction | A record created in Salesforce which tracks statuses, recipients, and documents being signed. |