With the Adobe Sign package version v23,  Adobe Sign has introduced Files as the new document storage type. You can configure the Agreement Document Storage Type custom setting in Adobe Sign Settings to define the document storage type. The supported document storage types are Files and Attachments. If you leave this custom setting blank, the system considers Attachments as the default value.

To configure agreement document storage type

  1. Go to Setup > Custom Code > Custom Settings and click Manage for Adobe Sign Settings.
  2. Click Edit.
  3. Enter the value for Agreement Document Storage Type.
  4. Click Save.

Agreement Document Storage Type and Enable File

The Agreement Document Storage Type custom setting is dependent on the Enable File comply system property. For more information on the Enable File comply system property, refer to Comply System Properties topic in Conga CLM Administrator Guide.

When you send an agreement document for eSignature, you can view documents in the Select Attachments section according to the Enable File comply system property. For more information on selecting attachments when sending documents for eSignature, refer to Selecting Attachments and Templates in Adobe Sign Services User Guide.

The following table provides the details about how Agreement Document Storage Type custom setting works with the Enable File comply system property when sending documents for eSignature:

Enable File When sending documents for eSignatureAgreement Document Storage TypeResult
TrueDocuments with File type are displayed while selecting attachments.FilesDocuments are successfully sent for eSignature.
FalseDocuments with Attachment type are displayed while selecting attachments.FilesDocuments are not sent for eSignature and an error message is displayed.
TrueDocuments with File type are displayed while selecting attachments.AttachmentsFiles are converted into Attachments and attachments are added to the Adobe Agreement.
FalseDocuments with Attachment type are displayed while selecting attachments.AttachmentsDocuments are successfully sent for eSignature.

If you want to use the Files document type in Adobe Sign, you must set the Enable File comply system property to true in Conga CLM and convert Attachments to Files. For more information on converting attachments to files, refer to Converting Attachments to Files in Conga CLM Administrator Guide.

After all recipients have completed the signing process, the signed documents are saved in agreement with the File or Attachment type. The storage type is defined by the Enable File comply system property and Agreement Document Storage Type custom setting. The following table provides the details about how documents are saved in agreement:

Enable FileAgreement Document Storage TypeAgreement Document VersioningResult
TrueFilesTrueA document version is created with the File type and saved under Document Versions Related list.
TrueFilesFalseDocuments with File type are saved under Notes & Attachments and Files related list.
TrueAttachmentsTrueAttachments are converted into Files and a document version with File type is saved under the Document Versions Related list.
TrueAttachmentsFalseAttachments are converted into Files and documents with File type are saved under Notes & Attachments and Files related list.
FalseFilesNADocuments are not sent for eSignature.
FalseAttachmentsTrueA document version is created with the Attachment type and saved under Document Versions Related list.
FalseAttachmentsFalseDocuments with Attachments type are saved under Notes & Attachments related list.