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.

Show Page Sections

download

What's New in Conga Sign Documentation

This section lists changes in the documentation to support each release.

October '23

Document

Publication Date

Topic

Description

October '23

03 Oct 2023

Integrating with Conga CLM for Salesforce

Updated topic.

June '23

Document

Publication Date

Topic

Description

June '23

07 Jun 2023

N/A

There are no new and enhanced topics for the June '23 release.

February '23

Document

Publication Date

Topic

Description

February '23

08 Feb 2023

Setting Up Callback Notifications

New topic.

September '22

Document

Publication Date

Topic

Description

September '22

19 Oct 2022

Permission Needed to Use Conga Sign

Updated Topic. Removed Apex Class

APXT_CongaSign__apxt_servicedirect.

06 Apr 2022

Conga Sign for REST API Developers

New Topic.

May '22

Document

Publication Date

Topic

Description

May '22

06 Apr 2022

Transaction Expirations and Reminders

New Topic.

Recipient Email Notifications

Updated Topic.

Conga Sign Parameters

Updated Topic.

Supported Languages in Conga Sign

Updated Topic.

December '21

Document

Publication Date

Topic

Description

December '21

10 Nov 2021

Supported Languages in Conga Sign

Updated Topic.

Audit Trail

Updated Topic.

Sending Transactions using Send On Behalf Of

New Topic.

03 Nov 2021

Signing a Document

Updated Topic.

List of Conga Sign Signature Tags

Updated Topic.

Supported Languages in Conga Sign

Updated Topic.

Write Back tags

Updated Topic.

Using Conga Sign with Conga CLM

New Topic.

Conga Sign-CLM Custom Settings

New Topic.

Sending Transactions from Conga CLM

New Topic.

Summer '21

Document

Publication Date

Topic

Description

Summer '21

09 Sep 2021

Supported Languages in Conga Sign

Updated topic.

15 Jul 2021

Remove Reassign Signer

Modified topic. Corrected applied.

13 Jul 2021

Business Units

Modified topic. Removed warning notification.

09 Jun 2021

Attachment Tags

Modifed topic. Updated size limitation of documents.

07 Jun 2021

In-Person Signing

Modified topic. Added content regarding Facilitator email notifications.

Audit Trail

Modified topic. Added clarification of Signer and CC audit designations.

Business Units Subject and Email Line

Updated topic.

Remove Reassign Signer

New topic.

Conga Sign Parameters

Updated topic. "reassignAllowed" added.

Sender Email Notification Frequency

New topic.

Spring '21

Document

Topic

Description

Spring '21

Settings for Conga Sign Connected App

Modified topic. Added content about Refresh Token Policy.

What's in the Conga Sign package?

Modified topic. Updated custom object and tabs list.

Using Conga Sign with Conga Composer

Modified topic. Added a note about sending multiple documents.

Sending Documents for eSignature

Modified topic. Added content about sending multiple documents for eSignature.

Signing a Document

Modified topic. Added content about signing multiple documents in a single transaction.

Setting Guided Signing

New topic.

Removing Conga Logo from Signature and Initial

New topic. Added missing feature.

Configuring Require Drawn Signature Setting

New topic. Added missing feature.

Signing a Document

Modified topic. Added content about Guided Signing.

In-Person Signing

Modified topic. Added content about Guided Signing.

Winter '20

Document

Topic

Description

Winter '20

Attachment Tags

New Topic

List of Conga Sign Signature Tags

Updated Topic

Audit Trail

Updated Topic

Business Units

New Topic

Configuring Business Units

New Topic

Choosing a Default Business Unit

New Topic

Customizing Your Logo

Updated Topic

Customizing Emails

Updated Topic

Creating New Recipients in Create Transaction UI

New Topic

Sending Document for eSignature

Updated Topic

Conga Sign Parameters

Updated Topic