In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga Sign on Conga Platform June '23 release. For documentation updates, see What's New in Conga Sign Documentation.

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

Packages 

No packages are required for Conga Sign on Conga Platform. 

New Features

The following features are new to Conga Sign on Conga Platform in this release.

Manage Users

As an administrator, you can invite users in your organization to become senders, allowing them to send transactions from Conga Sign. For more information, see Managing Users

Configure Business Identity 

As an administrator, you can customize the signing experience for the recipients by changing the company logo and color associations. For more information, see Configuring Business Identity.

Create Custom Fields

As an administrator, you can create custom fields for your organization. Senders can add those custom fields to documents when sending document for eSignature. For more information, see Creating Custom Fields

Create Signer Groups

As an administrator, you can create and manage signer groups. A signer group is a set of Conga Sign users who can act as a single signer from the transaction creator's point of view. Once you create the signer groups, senders can select the group as a recipient. For more information, see Managing Signer Group

Create Templates

As an administrator, you can create and manage templates. A template enables you to predefine signers, documents, transaction settings, and signature tags for a transaction. Senders can use templates when creating a new transaction. For more information, see Creating Templates.

Configure Sent Transaction Expiry Time

As an administrator, you can set the default and maximum expiry times for transactions in the Sent state. For more information, see Configuring Sent Transaction Expiry Time

Configure Data Retention Policy

As an administrator, you can configure the data retention policy to keep transactions left in various statuses for an unlimited or set period of time. For more information, see Configuring Data Retention Policy

Transaction List Dashboard

The transaction list dashboard displays all transactions with their statuses, organized in folders by status. For more information, see Transaction List Dashboard

Send Documents for eSignature

With Conga Sign, getting signatures on a document is quick and easy. You create a transaction, upload the documents to be signed, add recipients' details, and add fields to the documents. Additionally, you can configure such transaction settings as language, time zone, reminder, and expiration. For more information, see Sending Documents for eSignature.

Enhancements

There are no enhancements in this release. 

Data Model Changes

There are no data model changes in this release.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.

DOC ID: SIGNRLPJUN23RN20230607