Conga Product Documentation

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To cancel a Conga Sign Transaction as a Signer

  1. Open the initial Conga Sign Transaction email and click the Begin Signing button.
  2. Complete the Full Name and Initials fields and click the Agree and Start Signing button.
  3. In the Signing user interface, click the Cancel Transaction button.


  4. Enter a short description for cancelation in the text box and click the Confirm button to execute the cancelation.
Note:

After canceling as either a Salesforce user or Signer, an email is sent to all parties in the related Transaction notifying them of the cancelation. The Conga Sign Transaction record's Status field's value also updates to Canceled.