home

Contracts

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
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

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Contracts

eSignature Process

download

Reassigning a Signatory

Once a document has been submitted for eSignature, you may find it necessary to reassign the duty of electronically signing the document to another person. A signatory can be reassigned from Conga Contracts, in the DocuSign cloud, and in the Adobe Sign cloud.

Reassigning a Signatory from Conga Contracts

  1. Locate the eSignature Package with the signatory you want to assign in the eSignature Packages portlet in your Dashboard. You can also reassign a signatory from the Submitted tab in the Document Packages browse screen in a Contract Profile or the Document Packages link in your Documents menu.
  2. Click the pencil icon to open the Reassign DocuSign Signer dialog box:
    • Select the current signatory in the Select the current signer you would like to replace list.
    • Select the new signatory in the Select the new signer you would like to assign list.
    • Click Save.

The new signatory will receive email notification, advising them that their eSignature is requested on a contract document.

Reassigning a Signatory in the DocuSign Cloud

  1. Click the REVIEW DOCUMENT link in the email received from Conga Contracts to be directed to the DocuSign cloud.
  2. Click OTHER ACTIONS to display a menu, and select Assign to Someone Else.
  3. In the Assign to Someone Else window, enter the name and email address of the new signer, along with the reason for reassigning the responsibility.
  4. Click ASSIGN TO SOMEONE ELSE.

    The process of reassigning a signatory is also used if an individual is required to witness the signature of a signatory.

Reassigning a Signatory in the Adobe Sign Cloud

  1. Click the REVIEW DOCUMENT link in the email received from Conga Contracts to be directed to the Adobe Sign cloud.
  2. Click Alternative actions to display a menu, and select Someone else should sign.
  3. In the Delegate this document window, enter the email address of the new signer, along with your message to the new signer.
  4. Click DELEGATE.
User Guide
Contracts

January 2, 2025