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Sign for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Sign for Salesforce

Post-Installation Configuration

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Adding Reassign Signer Button

Conga Sign offers users in Salesforce the option to reassign a signer's designated signature responsibilities to a different recipient after the Conga Transaction is sent. Reassigning signers is useful in scenarios where a Conga Sign user wants to designate signature responsibilities to a different person within their Salesforce org.

To add reassign signer button

  1. Navigate to Conga Sign Setup and click Reconnect to ensure the Salesforce org is connected to OAuth.
  2. Click Start Automatic Configuration in Conga Sign Setup and complete the Automatic Configuration process.
  3. Add the Reassign button to the Recipient object page layout.
    • Navigate to Salesforce Setup.
    • Use the Quick Find search box to navigate to Object Manager in Lightning, or Objects under the Create section in Classic.
    • Select the Conga Sign Recipient object.
    • Click Page Layouts and select the page layout in use.
    • Click Buttons in the page layout menu.
    • Drag and drop the Reassign Signer button into the Custom Buttons section of the page layout and click Save.
Administrator Guide
Sign

January 27, 2025