Sign
This section lists terms and their definitions for the Conga Sign application.
Email notification
The means by which signers are informed that they have an electronic document to sign. The email notification includes a link that takes the signer directly to the document.
Sender
Users who can create, send and manage Conga Sign document.
Recipient
A Recipient is someone who receives a Conga Sign document. They can be designated as a Signer, In Person signer, or CCd individual.
Signer
A Conga Sign document recipient who is required to take action on the document.
Reminders and Expiration
Enables the sender to set the default validity and frequency of an eSignature request.
Tags
Locations in a document where the signer needs to take action and provide information.
In Person Signer
The In Person Signer is the recipient who signs a Conga Sign document in person.
Facilitator
The facilitator is the Salesforce user that creates the In Person Signing Transaction and is responsible for conducting the In person signing.
Transaction
A record created in Salesforce which tracks statuses, recipients, and documents being signed.
