Conga Product Documentation

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List of Conga Sign Signature Tags

The following eSigntaure tags are available to use in a document with Conga Sign. You can add tags by dragging and dropping a tag in the Preview and Tag screen of Conga Sign. Conga Sign tags can be specified as required or optional for signers to sign. If a tag is set to required, a signer must complete the tag in a Conga Sign transaction. In the Basic Tag Configuration section of the Conga Sign Setup tab, you can set tags as Required or Optional.

When using pre-tag syntax in a Conga Sign document, Conga Sign places the tag at the bottom left of the first line of syntax text. If tagging syntax wraps, Conga Sign aligns the tag to the left of the first line. It is suggested to use small font size in the Conga Sign document when a tag is lengthy (write back tags may be lengthy when using a default value and setting a text size).

You can add custom tags to address business needs in addition to the standard tags below. To learn more about custom tags see: Using signature and custom tags.

Purpose

Conga Sign Tag

Required or Optional

Signature of Recipient 1

\signature1\

Required

Initial of Recipient 1

\initial1\

Required

Stamp of Recipient 1

\stamp1\

Required

Name of Recipient 1

\fullname1\

Required

Title of Recipient 1

\title1\

Required or Optional

Email of Recipient 1

\email1\

Required

Date of Recipient 1

\date1\

Required

Company of Recipient 1

\company1\

Required or Optional

Checkbox of Recipient 1

\checkbox1\

Required or Optional

Attachment of Recipient 1

\attachment1 {"label":"Driver's License"}\

Required or Optional

Customtext

\customtext1 {“label”:”Address”}\

Required or Optional

Tags can be incremented with the number 1-10. Each number represents the corresponding signer. For example, \signature2\ is the tag for the second recipient. You can give custom tags attributes and properties. For example, you can add a label to the custom text tag: \customtext1{"label": "Add a label here"}\

The checkbox tag features a transparent section to the right of the checkbox that can be placed over text without blocking out content in a Conga Sign document. This allows users to closely place the actionable checkbox tag next to the text in a Conga Sign document. For more information on custom tags, see Using signature and custom tags.

Note:

At this time, you are unable to default the Checkbox field to "true".

Tip:

If you do not want Conga Sign tags to appear in your document, change the font color to white.

The table below defines the available tag syntax properties.

Purpose

Property

Values

Example

Add a label to a custom text tag or write back tag

"label"

Any string

\customtext1 {"label": "Address"}\

Add a default value for custom text or write back tag

"defaultValue"

Any string

\customtext1 {"label": "Association", "defaultValue": "Conga Sign"}\

Set a maximum length of a value for custom text or write back tags

"maxLength"

Any number from 1 to 255

\customtext1 {"label": "Phone Number", "maxLength": "10"}\

Associate a write back tag with the correct Salesforce field

"apiName"

Any string

\wb1 {"label": "Billing City", "apiName": "Account__r.BillingCity"}\

Make a tag required

"required"

"true"

\customtext1 {"label": "Phone Number", "required": "true"}\

Custom format for a Sign Date tag

"format"

"MM/DD/YYYY", "DD/MM/YYYY", "DD-MMM-YYYY", or "MMM DD, YYYY"

\date1 {"format": "DD-MMM-YYYY"}\

Specify the text size of a tag

"textSize"

"x-small", "small", "medium", "large", or "x-large"

\customtext1 {"textsize": "x-large"}\

Specify the size of a Signature or Initials tag

"size"

"small", "medium", "large", or "x-large"

\signature1 {"size": "large"}\