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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Sign for Salesforce

Post-Installation Configuration

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Settings for Conga Sign Connected App

Note:

It is highly recommended to configure the IP Relaxation and Refresh Token Policy settings for the Conga Sign Connected App, as mentioned in this article.

Relax IP Restrictions in the Conga Sign Connected App by March 31, 2020, to avoid delayed or failed delivery of Conga Sign documents and transactions back to your Salesforce org. Adjusting the Relax IP Restriction setting for Conga Sign ensures that seamless updates to Conga Sign are delivered in the future.

To configure Conga Sign Connected App

  1. Navigate to Setup in Salesforce.
  2. Type Connected Apps in the Quick Find search box.
  3. Click Manage Connected Apps.
  4. Click Conga Sign.
  5. Click Edit Policies.
  6. Set the IP Relaxation field's value from Enforce IP restrictions to Relax IP restrictions.
    Note:

    If the IP Relaxation is set to Enforce IP restrictions, Conga Sign may not be able to connect to the org as the Conga Sign IP address used to connect is not always the same.

  7. Set the Refresh Token Policy field's value to Refresh token is valid until revoked.
    Note:

    If the Refresh Token Policy is set to another policy, Conga Sign may be disconnected when the refresh token expires.

  8. Click Save.
Administrator Guide
Sign

January 27, 2025