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

Prerequisites 

  • You have the Base URL of your Conga Sign account:

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 Console.
  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 base URL

  7. 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.

  8. Click Save.

Conga Sign is configured in your org. To edit the configuration, click Edit under the Action column. If you have toggled the Active button on, you can now set Conga Sign as the default option for sending documents for eSignature.

To set Conga Sign as default option

You can set Conga Sign as the default option for sending documents for eSignature. 

Only one sign provider can be set as the default at any given time.

  1. In the eSignature API Connections tab, click More () icon for Conga Sign.
  2. Turn on the Default option for signature toggle button.

     If another sign provider was previously set as default, it will be deselected.


When users initiate Send for Signature, by default Conga Sign is displayed as selected.