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.
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.
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.
For details on Remove Reassign Signer, refer to Configuring Remove Reassign Conga Sign Summer '21 Administrator Guide.
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...".
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.
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.
For details on Business Units, refer to Business Units Conga Sign Summer '21 Administrator Guide.