New Features 

The following features are new to Conga Sign on Conga Platform in this release.

Manage Users

As an administrator, you can invite users in your organization to become senders, allowing them to send transactions from Conga Sign.

Configure Business Identity 

As an administrator, you can customize the signing experience for the recipients by changing the company logo and color associations.

Create Custom Fields

As an administrator, you can create custom fields for your organization. Senders can add those custom fields to documents when sending document for eSignature.

Create Signer Groups

As an administrator, you can create and manage signer groups. A signer group is a set of Conga Sign users who can act as a single signer from the transaction creator's point of view. Once you create the signer groups, senders can select the group as a recipient.

Create Templates

As an administrator, you can create and manage templates. A template enables you to predefine signers, documents, transaction settings, and signature tags for a transaction. Senders can use templates when creating a new transaction.

Configure Sent Transaction Expiry Time

As an administrator, you can set the default and maximum expiry times for transactions in the Sent state.

Configure Data Retention Policy

As an administrator, you can configure the data retention policy to keep transactions left in various statuses for an unlimited or set period of time.

Transaction List Dashboard

The transaction list dashboard displays all transactions with their statuses, organized in folders by status.

Send Documents for eSignature

With Conga Sign, getting signatures on a document is quick and easy. You create a transaction, upload the documents to be signed, add recipients' details, and add fields to the documents. Additionally, you can configure such transaction settings as language, time zone, reminder, and expiration.

Enhancements

There are no enhancements in this release.