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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Collaborate

Setting Alerts with Conga Collaborate Signals

Setting Alerts with Conga Collaborate Signals

Signals allow you to set up an alert to send to a manager anytime his/her report publishes a document, schedule weekly summaries of documents created off of a certain template, or notify the CEO when a proposal over a certain value is closed. Using document statuses, events, tags, and other pieces of information, you can create customized alerts that fit your business needs.

  1. From your user dropdown in the top right corner, select Administration.
  2. ClickSignals.
  3. Click New Alert on the right-hand side of the page.
  4. Choose the Document Type you want to trigger the alert.
  5. Click Continue.
  6. In Alert Options, choose which document attributes or Collaborate events that you want to trigger the alert. Available options are:
    • Owner
    • Title
    • Value
    • Tag
    • Status
    • Events
    Note:

    The Owner, Title, Value, and Tag will not trigger the alert until the document is published.

  7. Click Continue.
  8. In Delivery:
    • Fill out Alert Name with a descriptive name.
    • Choose the alert frequency.
    • Choose the alert recipients.

    Recipients will have to be Reports of your user in the Relationships tab in your User Profile in order to be available as a recipient.

  9. Click Create.
User Guide
Collaborate

July 17, 2025