Automatically Upload a Conga Sign Document to a Third Party Repository
Automatically upload a completed Conga Sign document to a third-party repository, such as Box and SharePoint, using a folder-specific upload email address. Users can also simply add the upload email address Contact as the final signer with a CC role manually when creating and sending a Conga Sign Transaction.
To automatically upload a completed Conga Sign document to an online repository
Create a Conga Sign-integrated Composer button.
Create a Contact record in Salesforce and use a repository folder's upload email address as the standard Email field's value. Example:
Add the &CSRoutingType=Serial parameter to the
Composer button. Serial routing is required for this
solution.
Add a new recipient to the Composer button using the CSRecipient parameter. Use the record ID of the new upload email address Contact record as the parameter value.
Note:
The upload email address Contact must be designated as the last Conga Sign recipient.
Add the CSRole parameter to designate a CC signer role to the
upload email address Contact. Example:
Following the steps above, the upload email address automatically populates as CC signer
role when launching a Conga Sign-integrated Composer button.
The document is then uploaded to the third-party repository once the final signer
completes their assigned portion of the Conga document.
