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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Sign for Salesforce

Signing a Document

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Using Signature Image Upload

With Conga Sign Signature Image Upload, you are able to upload your own customized signatures and initials to be used as a signature for a transaction. This topic instructs you on how to upload your own custom Signature and Initial images.

To sign a document with Signature Image Upload

  1. Open the email you received from Conga Sign.
  2. Click View Document.
    If the sender has sent multiple documents for signing, the View Document link opens all documents in a single transaction.
  3. View the electronic record disclosure and click I Agree.
    Note:

    Clicking I Agree confirms that the Signer accepts the electronic record disclosure. The full electronic record disclosure is available in the eSignature Adoption and Terms portion of the signing user experience.

  4. In the case of multiple documents, select a file name from the dropdown list at the top of the signing user interface to navigate between the documents. The dropdown displays the file name that you are viewing as you scroll between documents.
  5. Select Upload your Own, then drag and drop the image of your Signature and Initials from your saved location, or click the Browse Files buttons to select them from your stored file location. If there is no Initials tag in the Sign Document, you are not required to upload an image for it.


    Note:

    A Signature/Initials image uploaded this way will remain saved and will be available to use for subsequent transactions. As long as you are within the same region in Conga Sign Setup, it will be available to use with future transactions.

  6. Click Adopt Signature and Sign, then click on each Conga Sign tag to complete the tags. Date fields are automatically populated.
    Additional fields, such as title, email, or company, are updated by typing text values into the fields directly.
  7. Click Complete Signing once all tags are complete.
  8. The signing process is complete. If all recipients have finished signing, you can click Download Document to save a copy if you choose.

Techniques to make your images their best

To get your Signature image to look how you would like and to fit them to the image sizes, you can try the following techniques in your photo application of choice:

  1. Change the dimensions of the images to fit within the recommended sizing - 400 x 150 pixels for Signature images and 150 x 150 pixels for Initials images.
    1. Typically images can be adjusted either by pixels or by percentage.
    2. When adjusting your image, it is recommended that you resize proportionally to keep the integrity of the image.
  2. Rotate the image so it applies to the document in a way that represents your natural signature.
    You can use the Windows Photos application or the Paint tool, or the Apple Preview tool to resize and modify an image.
  3. Images must be .png, .jpg, .gif, .ipx or .bmp file format. Your maximum file size cannot be greater than 300kb.
User Guide
Sign

January 27, 2025