Conga Sign Recipient Object
The Conga Sign Recipient object is accessible from the Audit Trail and provides key details for Recipients related to a specific Conga Sign Transaction.
Salesforce users can access Recipients related to a Conga Sign Transaction by using the Recipients Related List on a Conga Sign Transaction record. Recipient records are also accessible from the Recipients object tab.
Recipient Fields
Recipient object records contain the following fields:
- Recipient Name
- An auto-assigned record name
- This is the name of the Recipient record in Salesforce. It is not the name of the actual Recipient
- Signer Index
- The assigned signer order for a Recipient
- UUID
- Recipient Status
- Conga Sign Transaction
- Lookup field to the related Conga Sign Transaction
- Name
- Initials
- Title
- Company
- Signed On
- The date the recipient signed the Conga Sign document
- Decline Reason
- Created By
- Date and time when the Recipient is added to a Transaction as a Recipient
- Last Modified By
- Date and time the Recipient record is last updated
Recipient Status
The Recipient Status field displays the current status of a Recipient related to a Transaction by displaying the field values below:
- COMPLETE
- The Recipient completed their portion of the Conga Sign Transaction.
- PENDING
- An invitation to sign has not yet been sent to this Recipient.
- SENT
- The Conga Sign Transaction email is sent to the Recipient although they have not viewed the Conga Sign document.
- VIEWED
- The Recipient viewed the Conga Sign document but has not completed their portion of the Conga Sign Transaction.
- DECLINED
- The Recipient declined the Conga Sign Transaction.
- CANCELLED
- The Salesforce user (who sent the Conga Sign Transaction) canceled the Conga Sign Transaction.
- EXPIRED
- The Recipient did not complete the Conga Sign Transaction before the defined expiration date.
- AUTHENTICATION FAILED
- The Recipient did not successfully complete SMS Authentication.
