Sending Transactions with Multiple Documents
You now have the ability to use multiple documents in a single Conga Sign transaction. There are multiple changes to the way that documents are attached to the Transaction record.
Fields on Transaction page layout
When multiple documents are used in a Conga Sign Transaction, the Original Document Id, Content Document Id and Final Document Id are not populated. They are populated, however, when only using a single document per transaction.
Conga Sign Documents related list
There is a new related list added to the Transaction page layout, Conga Sign Documents. All documents on the Transaction have a new record created for this new related list, which has its own Original Document Id, Content Document Id and Final Document Id fields, which are populated when using multiple documents for a single Conga Sign Transaction. Also included is a Type field, to indicate the type of documents.
Conga Sign Documents has its own custom links for View File and Download File, where your users can view or download transaction files.
The custom links View File, Download Original Version, and Download Final Version on the Transaction record do not pull attached documents if multiple documents have been sent for a single transaction. They will still function if a single document is used. It is recommended that System Administrators remove these links from the Transaction page layout and use the Conga Sign Document links.
New Users to Conga Sign have the related list already on the Transactions record. Users that have previously installed Conga Sign need to manually add the related list to the page layout.
To add the related list page layout
- On Transaction, select Edit Layout
- In the page layout editor, select Related Lists, then drag the Conga Sign Documents option to the related list segment.
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Configure the Conga Sign Related List properties.
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From the Conga Sign Documents related list, click the
icon and select the fields you wish to display on the related list. - We suggest including Document Name, Document Order, Type, and Last Modified Date.
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From the Conga Sign Documents related list, click the
