After generating a contract document, you can use DocuSign to send that document, along with any supporting documents, for eSignature. 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 select recipients, set the signing order, customize the subject and message of the email, and finalize the document in DocuSign. You can send a contract document for signature anytime during its lifecycle until activation, i.e. from In Authoring status to In Effect status.

Create a Template

To create a template to send for eSignature, you can use the DocuSign Template creator console. For more details on creating templates, refer to How do I create a Template? in DocuSign. 

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.
    • Select the documents to send for eSignature from the Available Documents list. You can select multiple documents.
    • To search for a document, enter the document name in the Search Documents box.
    • To change the document's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
    • To preview the document, click the More icon  () on document thumbnails and click Preview.
    • To delete the document, click the More icon on document thumbnails and click Delete.
  5. Click Next to add recipients. 
    • If the administrator has enabled the DocuSign Templates Enabled toggle in the Integrations page, the Apply Templates dropdown is displayed. Select a template to auto-populate the recipient list. Else, manually add the recipients. To add a name, search for contacts or internal users. Selecting a name automatically populates the email.
    • Select Signer Type from the drop-down list. 
    • To add a new signer, click Add Signer. 
    • To delete a signer, click the Delete icon ().

    • 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 are pre-populated from the default template if the administrator has toggled the DocuSign Templates Enabled button off. Make changes to the fields if required.
    2. Under Expiration and Reminders section, select the frequency for expiration and reminders.

      Note

      The Expiration and Reminders section is displayed if the administrator has toggled the Please set the custom reminder and expiration values button off. For more information, see Configuring DocuSign Parameters in Conga Platform.

      FieldDescription
      Send a reminder to signers days(s) after receiptEnter the number of days after the receipt of the document to send a reminder to sign it.  For example, if the recipient received the document today and you enter the value as 5, a reminder will be sent to the signer after five days.
      Enter the frequency, in days, of sending reminders until the document is signed.  For example, if the recipient received the document today and the value in this field is set as 2, a reminder is sent every two days until the signer signs the document.
      Expire request in days(s) if sent today, it will expire onEnter the number of days after you send the document for the envelope to expire. For example, if you send the document today and enter the value as 50, the envelope will be valid for fifty days.
      Warn signers day(s) before request expiresEnter the number of days before document expiration to send the signer a reminder. For example, if you set the value as 10 and the document is valid for fifty days, an expiration warning will be sent ten days before the expiration of the document.
  7. Click Finalize. This opens the documents inside the DocuSign Console.

    Finalize button is visible only if the administrator has turned the toggle button on. For more information, see Configuring DocuSign Parameters in Conga Platform.


    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.

Optionally, you may click the Send for Signatures to bypass the DocuSign Console and send the document directly to the recipient. The Send for Signatures button is visible only if the administrator has turned the toggle button on. For more information, see Configuring DocuSign Parameters in Conga Platform.

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, DocuSign sends you an email that signing is completed. For more information, see Viewing a Signed Document with DocuSign. 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.