Signing a Document
The signing process begins when you receive an email notification from Conga Sign informing you that you have a document to sign. Conga Sign sends the email notification on behalf of the sender and contains a message from the sender and a link to open the document. If the sender has sent multiple documents for signing, the email subject contains the first document name of the document package and the email body contains a list of document names. To begin the signing process, you must open the document and review the electronic record and signature disclosure. You must agree to use electronic records and signatures to sign the document. You must complete each Conga Sign tag and add your electronic signature where required to sign or initial. Optionally, you can use the Guided Signing feature to auto-navigate to the locations of each assigned Conga Sign tag in the document. This feature is only available when the Guided Signing setting is enabled in your sender's org. After you add the required information in each Conga Sign tag and add your electronic signature, you can complete the signing process.