Signatures
This section explains how to set up Conga Sign, DocuSign and Adobe Sign as part of the Conga eSignature integration process. It describes the administrative tasks to be performed to enable the features and functionality of eSignature services.
Conga Sign Setup
To set up Conga Sign for eSignature, you must configure Conga Sign settings in Integrations tab of Advantage Platform Admin Console. For more information, see Conga Sign Setup.
DocuSign Setup
Before you start the setup, you must have a DocuSign account. After creating a DocuSign account, perform the following tasks:
Set up DocuSign for esignature. For more information, see DocuSign Setup.
Create apps and keys. For more information, see Creating Apps and Keys in DocuSign.
Configure Docusign parameters in Advantage Platform. For more information, see Setting up DocuSign Parameters in Advantage Platform.
Configure webhooks. For more information, see Configuring Webhooks in DocuSign.
Configure reminders and expiration related parameters in DocuSign account. For more information, see Configuring reminders and expiration in DocuSign account.
Adobe Sign Setup
Create an API application. For more information, see Creating an API Application in Adobe Sign
Configure OAuth for an application. For more information, see Configuring OAuth for an Application in AdobeSign.
Update send settings. For more information, see Updating Send Settings in Adobe Sign
Configure Adobe sign parameters in Advantage Platform. For more information, see Configuring Adobe Sign Parameters in Conga Platform
Configure webhooks. For more information, see Configuring Webhook in Adobe Sign
To know more about other configurations related to Adobe Sign see, Setting up Adobe Sign.
Wet Signature Setup
You must set up wet signature integration to allow users to use the Wet Signature option when sending documents for signatures. By default, the Wet Signature option is set to default and active.
For more information, see Setting up Wet Signature.