After generating a contract document, you can use DocuSign 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 DocuSign.

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 DOCUSIGN from the "Choose your sending option" popup.

    • The DocuSign option is automatically selected if you checked Default Option for Signature when configuring DocuSign. For more information, see Configuring DocuSign Parameters in Conga Platform.
    • If only DocuSign 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. Enter email subject and message for your recipients. 
  7. Click Finalize in DocuSign. This opens the documents inside the DocuSign Console.

    1. Drag and drop the required fields into your document. 

    2. To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document. 
    3. To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right.
    4. Click Send to send the document for eSignature.

After sending the document for eSignature, the contract's status category and status change to "other party signatures" and "in signatures", respectively.