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Conga Sign Summer'21 Release Notes
Release Notes contain the following information about Conga Sign Summer'21 Release (Conga Sign 1.67.0 Release).
For more information on new features, enhancements, and document improvements refer to What's New in Conga Sign Documentation.
Packages: Lists packages that are required to upgrade to this release of the product
- System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
- Enhancements: Provides high-level descriptions of enhancements to existing features
- Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
- Known Issues: Lists known issues that are applicable in this release
This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.
Packages
The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.
Package | Latest Certificate Version |
---|---|
Conga Sign | 1.67.0 |
System Requirements and Supported Platforms
The following table lists the minimum requirements for installing and using Conga Composer.
System Requirement | Minimum Supported Version |
---|---|
Salesforce Edition |
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Browser |
|
Template Software |
Adobe LiveCycle PDFs are not supported.
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Mobile | Compatible with Salesforce1 and all mobile browsers when configured following the documentation. |
New Features
The following features are new to Conga Sign this release.
Ability to configure email notification frequency
In this release, Conga Sign provides a new Setup Menu option to control what stages during the Conga Sign transaction you, the recipients, and signers all receive email notifications.
As an Administrator, you can use the new menu under Conga Sign Setup to decide if an email notification is sent when a Transaction is Completed by all Signers, Cancelled, Expired, Sent, Reassigned, or Completed by each individual Signer. You can also have an email notification sent if the Transaction is Viewed by the signer, either for the first time it is viewed or every time.
Get Started
For details on Configuring Notification Frequency, refer to Sender Email Notification Frequency Conga Sign Summer '21 Administrator Guide.
New Conga Sign parameter
In this release, Conga Sign introduces a new parameter to allow a transaction recipient to reassign the Signer of the transaction.
Get Started
For details on Conga Sign Parameters, refer to Conga Sign Parameters Conga Sign Summer '21 Administrator Guide.
Ability to remove the Reassign Signer
In this release, Conga Sign provides a new setting that allows Administrators to remove the ability to reassign the transaction to a different Signer.
As an Administrator, you can use the new menu under Conga Sign Setup to enable or disable Reassign Signer functions from either the received transaction, where recipients of the transaction can reassign to a different Signer or from a global organization level, where the Signer cannot be reassigned from a Transaction record in Salesforce.
Get Started
For details on Remove Reassign Signer, refer to Configuring Remove Reassign Conga Sign Summer '21 Administrator Guide.
Enhancements
The following enhancements are new to Conga Sign this release.
Enhancement for Audit Trail Signer and CC entries
In this release of Conga Sign, the transaction Audit Trail now specifies whether the transaction has been viewed by a Signer or a CC recipient. Signers appear in the Audit Trail as "Invitation email sent to...", while CC recipients appear as "Invitation to view sent to...".
Get Started
For details on Audit Trails, refer to Audit Trails Conga Sign Summer '21 User Guide.
Enhancement for Facilitator notifications for In-Person Transactions
In this release of Conga Sign, the Facilitator of an In-Person transaction no longer receives a "Transaction Sent" notification email.
Get Started
For details on In-Person Signers, refer to In Person Signer Conga Sign Summer '21 User Guide.
Enhancement for Business Units pre-populating Email and Subject lines
In this release of Conga Sign, the Email and Subject lines saved on a configured Business Unit populate on the Create Transaction screen. You can further modify these values on the Create Transaction screen.
Get Started
For details on Business Units, refer to Business Units Conga Sign Summer '21 Administrator Guide.
Resolved Issues
The following table lists the issues resolved in this release.
Case Number | Conga Internal ID | Description |
---|---|---|
00452237 | DCS-3797 | When a 5 Day Expiration timer was set for a transaction, the timer began at the time the Transaction was sent, not when the Invitation to Sign was sent to the recipient. |
Known Issues
There are no known issues in this release.
DOC ID: CSSUM21RN20210707