Conga Product Documentation

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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

  1. Create a Conga Sign-integrated Composer button.
  2. Create a Contact record in Salesforce and use a repository folder's upload email address as the standard Email field's value. Example:


  3. Add the &CSRoutingType=Serial parameter to the Composer button. Serial routing is required for this solution.
  4. 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.

  5. 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.