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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

Troubleshooting Topics

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Why aren't My Documents displayed on the Send with Conga Sign Screen?

Issue

Documents don't display when trying to send with Conga Sign.

Follow the steps to use Attachments instead of Files.

  1. In the Salesforce File Configuration box, click Configure Files Settings.
    The Salesforce Files Settings screen appears.
  2. Select the Enable Files Sync and Files uploaded to the Attachments related list... checkboxes.


    You have successfully configured Conga Sign. Now when you visit an object record on which you utilized Conga Sign, you should see the Send with Conga Sign button and a new Conga Sign Transactions-related list.

User Guide
Sign

January 27, 2025