Documents don't display when trying to send with Conga Sign.


Follow the steps to use Attachments instead of Files.

To configure Salesforce Files

  1. In the Salesforce File Configuration box, click Configure Files Settings. The Salesforce Files Settings screen appears.
  2. Select the Enable Files Sync and Files uploaded to the Attachments related list... checkboxes.

You have successfully configured Conga Sign. Now when you visit an object record on which you utilized Conga Sign, you should see the Send with Conga Sign button and a new Conga Sign Transactions-related list.