Conga Product Documentation

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Signing a Document

The signing process begins when you receive an email notification from outside the Partner Commerce application as a signer informing you that you have a document to sign.
  1. Go to the email notification which contains a message from the sender and a link to open the document and do the following:
    ApplicationSigning Procedure
    Conga Sign

    1. Click GO TO DOCUMENTS to access the document from your email.

    2.The document opens in the browser and you are prompted to read and accept the eSIGN Disclosures and Consent document.

    3. Click the checkbox to confirm you have read the terms of the document, then click the Accept button.

    4. You are directed to the document which requires your signature.

    5. Locate and click the Signature box.

    6. After signing, click Confirm to complete the signing process.

    Signing completed message appears with the options Review Documents and Download Documents. You can choose either option to view or download the signed documents.
    Additionally, you will receive an email confirming completion of the signing along with the Download Documents option.
    Wet Signature

    When you choose the wet signature option to sign your document, the signers receive a formal quote document awaiting their signature. Upon receiving it, signers can carefully review the details before proceeding. Then the signer has the flexibility to add their signature manually, whether by physically writing it or using another preferred method that suits their convenience.

    Once the signing process is completed. the signer sends the signed document to the sales representative.

  2. Click Download Document or save the signed document in your local system.