Installing Conga Sign Package
You can install the Conga Sign package into your Salesforce instance from Salesforce AppExchange.
To install Conga Sign
- Go to Salesforce AppExchange.
- Click Get It Now and follow the on-screen prompts to install Conga Sign.
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Log in to the AppExchange.
You must provide System Administrator credentials to install an application from the AppExchange.
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Specify where you want to install Conga Sign:
- Click Install in Production to install in your production instance.
- Click Install in a Sandbox to install in a sandbox.
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Read and accept the terms and conditions.
- Select the I have read and agree to the terms and conditions box.
- Click Confirm and Install.
As a best practice, and to avoid access issues for end users, Conga recommends selecting Install for All Users.
- Click Install.
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Approve Third-Party Access for all 3 websites selected.
- Check Yes, grant access to these third-party websites.
- Click Continue.
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Click Done.
If the package takes too long to install, you will receive an email letting you know when it is done.
- After clicking Done, you will be on the Installed Packages page in Salesforce Setup. Click on Manage Licenses next to the Conga Sign managed package link.
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Administrators are assigned a license by default. Continue
assigning licenses to other users who need access to Conga Sign.
Tip:
Conga Sign document recipients do not need a Conga Sign license. Only users who will be preparing documents to send for signatures need a license.
After assigning licenses, you must Configure Conga Sign for use in your organization.
