This topic explains the steps to integrate and configure Conga Sign with Conga Platform. 

Prerequisites 

You have the following information of your Conga Sign account:

  • Client ID

  • Client Secret

  • Base URL

To set up Conga Sign

  1. Log in to Conga Platform.
  2. Click the menu icon () on the top right corner, and go to Admin Settings.
  3. Click Integrations.
  4. Navigate to the eSignature API Connections tab.
  5. Under the Action column, click Configure for Conga Sign. The Conga Sign Setup page opens.

  6. Enter the client ID, client secret, and base URL

  7. Turn on the Default option for signature toggle button to make Conga Sign the default option while sending documents for eSignature.

  8. Turn on the Active toggle button to make the Conga Sign option available for selection while sending documents for eSignature. 

    When the Default Option for Signature toggle button is turned on, you can not turn off the Active toggle button.

  9. Click Save.

Conga Sign is configured in your org. To edit the configuration, click Edit under the Action column.