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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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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Contracts

eSignature Process

Signing a Document Electronically in Conga Contracts - Embedded

Conga Contracts customers who use the embedded version of DocuSign or Adobe Sign provide eSignatures in Conga Contracts once a contract document has been submitted for electronic signature. A program user who is designated as a signatory on a contract receives an email message with a link to Conga Contracts, while an external party or company contact without Conga Contracts credentials receives an email message with a link to the Conga Contracts Portal.

Signing a Document Electronically in the Conga Contracts Program

  1. Click the link in the email message requesting your eSignature to display the Conga Contracts Login screen.
  2. After logging in, ensure you are in the Submitted view of the Document Package.
  3. Locate your name, and click the checkmark icon for your Signer record.
  4. In the eSignature Portal, click START to jump to the location where your signature, or other input, is required in the document. In providing your eSignature and other information, there is additional functionality available for DocuSign and Adobe Sign.
  5. Follow the onscreen prompts to provide the requested information.
  6. Complete the electronic signing process by clicking:
    • FINISH in DocuSign.
    • Click to Sign in Adobe Sign.

Signing a Document Electronically in the Conga Contracts Portal

  1. Click the link in the email message requesting your eSignature to display the Conga Contracts Portal.
  2. After logging in, you will be directed to the Completed tab in the Document Packages screen.
  3. Click Sign Now to display the eSignature Portal.
  4. Click Start to jump to the location where your signature, or other input, is required in the document. In providing your eSignature and other information, there is additional functionality available for DocuSign and Adobe Sign.
  5. Follow the onscreen prompts to provide the requested information.
  6. Complete the electronic signing process by clicking:
    • FINISH in DocuSign.
    • Click to Sign in Adobe Sign.

When the document signing is complete, all members of the eSignature package receive an email message, notifying them that the electronic signing ceremony is complete. The email contains a link that takes the member to the Document Packages screen once they login to Conga Contracts (users) or the Portal (external participants). The email also contains a PDF attachment of the fully executed contract document, which can be viewed online or downloaded.

User Guide
Contracts

January 2, 2025