Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

To reprocess a Conga Sign Transaction

Once the Action is added to the Page Layout for your Saleforce Object, and a transaction has become stuck, to use the Reprocess Transaction action:

  1. Navigate to the Conga Sign Transaction record.
  2. Click Reprocess Transaction.
    1. In Lightning, the Reprocess Transaction action is located in the Lightning actions dropdown list.
    2. In Classic, the Reprocess Transaction button is located on the Conga Sign Transaction page layout.
  3. In Classic, click OK to confirm that you want to reprocess the transaction. The Transaction will launch in the background.
  4. Wait for the confirmation message to display.
You can reprocess a Transaction if its status appears incorrect or has not changed. Conga Sign checks whether the Transaction is eligible for reprocessing
Note:

If Reprocess Transaction is not available on the Conga Sign Transaction record, ask your System Administrator to add it to the Salesforce page layout.