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:
- Navigate to the Conga Sign Transaction record.
- Click Reprocess Transaction.
- In Lightning, the Reprocess Transaction action is located in the Lightning actions dropdown list.
- In Classic, the Reprocess Transaction button is located on the Conga Sign Transaction page layout.
- In Classic, click OK to confirm that you want to reprocess the transaction. The Transaction will launch in the background.
- Wait for the confirmation message to display.
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.
