Create a new Template

Click Create New Template to open the creation dialog. Enter:

• Template Name (required) - this appears in the template list and is what senders see when selecting a template. Use a name that clearly describes the use case (e.g., "NDA - Single Signer" rather than "Template 1").

• Description (optional) - appears in the template details for reference.

• Enforce Document Accessibility - when enabled, automatically extracts fields from uploaded documents tagged for accessibility to ensure the signing experience meets accessibility standards. This setting cannot be changed after the template is created. Decide before saving.

Click Save to create the template and open the template editor.

Template Editor Overview

The template editor has two stages accessed via the Next button in the top right:

• Stage 1: Template Setup - configure documents, recipients, template details, and settings

• Stage 2: Document Editor - place signing fields on the document for each recipient

The Template ID is displayed at the bottom of the editor at all times. This is the value used in the templateid button parameter when launching transactions from Salesforce - copy it before leaving the editor.

Stage 1: Documents

Template Documents

Upload one or more documents that will be pre-attached to every transaction created from this template. Use the Drag & drop files to upload area or click Add Document to browse.

Uploaded documents are numbered in order. The three-dot menu next to each document offers:

• Change the display name of the document

• Preview - preview the selected document's contents

• Delete - remove the document from the template

Templates without pre-attached documents are valid. If your document is generated dynamically (for example, by Conga Composer), leave the Template Documents section empty and the document will be attached at the transaction level when the button is clicked.

Supporting Documents

Supporting documents are reference materials a recipient may need during signing - they are not signed. Click Attach Documents to add them. Supporting documents are delivered to recipients alongside the signing documents but contain no signature fields.

Stage 1: Recipients

Recipients in a template define who signs - either as named individuals, placeholders to be filled at send time, or the sender themselves. The settings available for each recipient vary by type.

Adding a Recipient

Click Add Recipient to add a new recipient row. Clicking the profile icon, a dropdown appears with three recipient type options:

Recipient Settings - Available Tabs by Type

The three-dot menu on any recipient row provides access to their settings. The options available - and the tabs within the settings panel - differ by recipient type:

• Placeholder recipients - three-dot menu offers: Edit Details, Add Attachments Request, Advanced Settings, Move Up/Down, Remove. Settings panel tabs: Recipient, Attachments, Advanced

• Recipient type recipients - three-dot menu offers: Edit Details, Edit Notification Method, Add Authentication Method, Add Attachments Request, Advanced Settings, Move Up/Down, Remove. Settings panel tabs: Recipient, Notification Method, Authentication, Attachments, Advanced

• Myself recipients - three-dot menu offers: Edit Details, Edit Notification Method, Move Up/Down, Remove. Settings panel tabs: Recipient, Notification Method

Recipient Tab

For Placeholder type: Set or update the placeholder name (e.g., Signer1, Signer2). This name is used when placing fields in the document editor and is what senders reference when filling in actual signer details.

For Recipient type: Enter or update the recipient's details:

For Myself type: Displays the sender's details (name, email, title, company) pre-populated from their Sign account. Role is set to Owner. These fields are read-only.

Notification Method Tab (Recipient and Myself types only)

Controls how the recipient is notified when it is their turn to sign.

Authentication Tab (Recipient type only)

Sets an additional identity verification step the recipient must complete before they can access the signing ceremony. The Type is General for standard recipients.

Attachments Tab (Recipient and Placeholder types)

Specify files the recipient must upload before they can complete signing. Enter a label describing what they need to provide (e.g., "Government-issued ID") and click Add to add more attachment requests. Recipients cannot complete signing until all required attachments are uploaded.

Advanced Tab (Recipient and Placeholder types)

Recipient Signing Order

When multiple recipients are added, a Set signing order toggle appears above the recipient list. This toggle is off by default, meaning all recipients receive the transaction simultaneously.

• When Set signing order is off: All recipients receive their signing invitation at the same time and can sign in any order.

• When Set signing order is on: Each recipient is assigned a numbered position. Recipients sign in the order defined - the next recipient in the sequence only receives their invitation once all recipients at the previous position have completed signing.

A number appears to the left of each recipient row indicating their position in the signing sequence.

Grouping Recipients for Simultaneous Signing

With three or more recipients, you can combine sequential and simultaneous signing by assigning multiple recipients to the same position number. Recipients sharing the same number receive the transaction at the same time and can sign in any order relative to each other - but the next group in the sequence won't receive their invitation until everyone in the current group has completed signing.

To group recipients:

1. Enable the Set signing order toggle.

2. Click the position number to the left of a recipient row - it becomes editable.

3. Change the number to match another recipient's position to group them together.

Example: You have three recipients. Signer 1 and Signer 2 are both assigned position 1. Signer 3 is assigned position 2. Both Signer 1 and Signer 2 receive the transaction simultaneously. Once both have completed signing, Signer 3 receives their invitation.

This is useful for agreements requiring sign-off from multiple parties on one side before the document proceeds to the next party - for example, two internal approvers who can sign in parallel before the contract goes to the customer.

Signing order set in the template is the default but can be adjusted by the sender when creating a transaction. To prevent manual edits, send in background mode.

Template Details

Below the Recipients section, the Template Details panel contains the template name, an optional description, and an optional Message to all recipients - a single message that goes out to every recipient in their signing invitation email.

Share Template

The Share template toggle controls whether the template is available to all senders in your account or only to you. Enable this for any template intended for organization-wide use.

Signing Type

The Signing Type dropdown sets the default transaction type for all transactions created from this template.

Click Configure next to the signing type dropdown to access additional configuration options specific to the selected type.

In-Person Electronic Notarization and Remote Online Notarization will not appear unless enabled by Conga Support. Contact your Conga account team if your organization requires notarization workflows.

Settings Panel

Click the Settings gear button to expand the full settings panel. These settings control the behavior of every transaction created from this template. All of them can be overridden at the transaction level by senders unless otherwise noted.

Language and Timezone

Reminders

Click Configure to set template-level reminder defaults.

Expiration

Controls when transactions created from this template expire - how long signers have to complete signing before the transaction auto-expires.

Using a fixed Date expiration type means all transactions from this template share the same expiry date. This is only appropriate for templates tied to a specific event or deadline. For ongoing use, choose Day(s) or Unlimited.

Uploads

Field Formatting - Font Size

Sets the default font size for text displayed in signing fields on the document. Available sizes range from Auto-fit through 8px to 72px. Auto-fit scales the text to fill the field automatically, regardless of how much text is entered. Use a fixed size when you need consistent visual presentation across all fields.

The Document Editor

After clicking Next, the document editor opens. This is where you place signing fields onto the document for each recipient.

Editor Layout

The editor has three main areas:

• Left panel - Recipients and Fields: Shows the recipient list at the top and the available field types below. Click a recipient to select them before placing fields - fields are always assigned to the currently selected recipient.

• Center - Document canvas: The document displayed page by page. Click anywhere on the canvas to place the selected field type, or drag fields from the left panel onto the document.

• Right panel - Field Settings: Appears when a field is selected on the canvas. Shows all configurable properties for that field.

Toolbar Icons (Top Right)

Five icons appear in the top-right toolbar of the document editor, to the left of the Done button:

Keyboard Shortcuts

Navigate:

• Open keyboard shortcuts: ⌘ /

• Go to the Recipients and Fields panel: ⌘ Shift F7

• Go to the Document: ⌘ Shift F8

• Go to the Documents and Fields Settings panel: ⌘ Shift F9

Field actions:

• Select multiple fields: Shift + Click

• Select all fields on the current page: ⌘ A

• Copy field(s): ⌘ C

• Paste field(s): ⌘ V

• Delete field(s): Delete or Backspace

Save and Apply Layout

Layouts let you save a field placement configuration and reuse it across documents of the same type.

• To save a layout: Click the Save Layout icon, enter a Name and optional Description, and toggle Share layout on if you want other senders to be able to apply it. Click Save.

• To apply a layout: Click the Apply Layout icon, optionally enable Show shared layouts to see layouts saved by others, select a layout from the dropdown, and click Apply. The saved field placements are applied to the current document.

  Note: Layouts are particularly useful when you regularly use the same document structure. Save a layout once from a well-configured template, then apply it when creating future templates with the same document rather than placing fields from scratch.

Document Visibility

Document Visibility controls which recipients can see which documents during the signing ceremony. This feature must be enabled in Feature Settings → Document Preparation before it is available. See Section 2.6.

To configure document visibility:

1. Click the Document Visibility (eye) icon in the toolbar.

2. Select the document you want to configure from the dropdown - each document in the template has its own visibility settings.

3. The dialog shows two groups:

   1. User- recipients who are not required to sign this document. Check or uncheck each recipient to control whether they can see it.

   2. Signers - recipients who have signing fields on this document. These cannot have visibility removed; they must be able to see any document they are required to sign.

4. Click Save.

Field Types

Select a recipient in the left panel, then drag or click a field type to place it on the document. Fields are always assigned to the currently selected recipient - switch recipients before placing fields intended for a different signer.

Signature Types (configured in the field settings panel after placing a Signature field):

Signer Information Fields

These fields auto-populate with the signer's information after signing is complete. They do not require signer input.

Input Fields

These fields require the signer to enter information during signing.

Field Settings Panel

Clicking any placed field opens the Field Settings panel on the right. Settings vary by field type but common properties include:

Signature Field Settings

Text Field Settings

The Layout panel below the Settings section lets you precisely control field position and size using pixel values for Top, Left, Width, and Height - useful when you need fields to align precisely with document elements.

Using the Data Mapping Helper

The Data Mapping Helper is accessible from the top-right toolbar in the document editor. It shows all configured data mappings and lets you copy the correct tag value to paste into a field's Field Name setting.

To use it:

1. Select your Target Source (e.g., Salesforce).

2. Select your Target Object (e.g., Opportunity).

3. The table shows all configured mappings for that object, with the Target Field, the Tag Used With column (indicating which field type to use - e.g., Text Field), and a Copy link.

4. Click Copy next to the field you want to map.

5. Close the Data Mapping Helper.

6. Click the signing tag on the canvas you want to map.

7. Paste the copied value into the Field Name field in the Settings panel.

Saving and the Template ID

The template editor saves automatically as you work - a Saved confirmation appears at the bottom of the canvas after each change. You do not need to manually save between field placements.

The Template ID is displayed at the bottom of the editor at all times. This is the value used in the templateid parameter when building Salesforce buttons (covered in Section 4.7). Copy it before navigating away from the template.

If you need the Template ID later and don't have it saved, navigate back to the template and it will be visible at the bottom of both Stage 1 and the document editor.

Previewing the Template

Click the eye icon in the top-right toolbar to preview the signing experience as a recipient would see it. This is useful for verifying field placement, checking that required fields are correctly marked, and confirming the overall layout before using the template in production transactions.

The preview shows the document with all fields rendered as they will appear to the signer for the currently selected recipient. Switch recipients in the left panel to preview each signer's view.

Common Template Configuration Mistakes