After generating a contract document, you can use Cong Sign to send that document, along with any supporting documents for eSignature. In order to send documents for eSignature, you can use documents already attached to the record and select the documents from the list of available documents. You can select multiple documents for signing within a single request. Then, you select recipients, set the signing order, customize the subject and message of the email, and finalize the document in Conga Sign.

Prerequisite

A contract with: 

  • An In Signature status category
  • A Ready for Signature status

To send a document for eSignature

  1. Open the Contract record.
  2. Click Send for Signature.

  3. Select CONGA SIGN from the "Choose your sending option" popup.

    • The Conga Sign option is automatically selected if you checked Default Option for Signature when configuring Conga Sign. For more information, see Setting up Conga Sign.
    • If only Conga Sign is active, the "Choose your sending option" popup does not appear, and a page opens to select the documents.
  4. Click Next to open a page to add documents.
    1. Select the documents to send for eSignature from the Available Documents list. You can select multiple documents.
    2. To search for a document, enter the document name in the Search Documents box.
    3. To change the document's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
    4. To preview the document, click the More icon  () on document thumbnails, and then click Preview.
    5. To delete the document, click the More icon on document thumbnails, and then click Delete.
  5. Click Next to open a page to add recipients. 
    1. To add a name, search for contacts or internal users. After selecting a name, the email is automatically populated. 
    2. Select Signer Type from the drop-down list. 
    3. To add a new signer, click Add Signer. 
    4. To delete a signer, click the Delete icon ().

    5. Check Set Signing Order to require recipients to sign the documents in a specific order. To change the signer's sequence, drag and drop them into the correct order using the Sequence icon () on the left. 

      If Set Signing Order is not checked, the documents can be signed in any order. 

  6. Click Next to open a page to review and send the documents.
    1. The email subject and message is displayed from the default template configured by the administrator, which you can customize if needed.
  7. Click Finalize. This opens the documents inside the Conga Sign Console.
    1. Click the name of recipient in the RECEIPIENTS section, and drag-drop the required fields from the FIELDS section into your document.
    2. To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right.
    3. Click SEND TO SIGN.

    4. Click SEND on the confirmation popup. 

After sending the document for eSignature, the contract's status category and status change to "Other Party Signatures" and "In Signatures", respectively. Once all signatories have signed the document, Conga Sign sends you an email that signing is completed. For more information, see Viewing a Signed Document with CongaSign. If a signatory has sent the signed document over an email, you can upload the signed document to the contract record. For more information, see To upload a signed document.

To upload a signed document

Documents signed outside the Conga CLM application can be directly uploaded into the repository for centralized storage. These documents are typically imported after being negotiated and signed offline, allowing for seamless integration and maintaining a complete record of all agreements, whether processed within or outside the CLM application. You can upload signed document to the system irrespective of whether the document was sent for signature through the CLM application or not.

Ensure that the status category and status of the contract are 'In Signature' and 'Other Party Signatures', respectively.

  1. On the Contract Details page, click Upload Signed Document. The Upload Document popup is displayed.
  2. Upload or drag and drop contract documents from your system.
  3. Click Upload.

The signed document is uploaded to the contract. You can view it in the Documents tab on the left panel. 

The document is assigned a name as per the format configured in Document Naming Convention setting.

The contract's status changes to fully signed.