Conga Sign offers users in Salesforce the option to reassign a signer's designated signature responsibilities to a different recipient after the Conga Transaction is sent. Reassigning signers is useful in scenarios where a Conga Sign user wants to designate signature responsibilities to a different person within their Salesforce org.

To add reassign signer button

  1. Navigate to Conga Sign Setup and click Reconnect to ensure the Salesforce org is connected to OAuth.
  2. Click Start Automatic Configuration in Conga Sign Setup and complete the Automatic Configuration process.
  3. Add the Reassign button to the Recipient object page layout.
    • Navigate to Salesforce Setup.
    • Use the Quick Find search box to navigate to Object Manager in Lightning, or Objects under the Create section in Classic.
    • Select the Conga Sign Recipient object.
    • Click Page Layouts and select the page layout in use.
    • Click Buttons in the page layout menu.
    • Drag and drop the Reassign Signer button into the Custom Buttons section of the page layout and click Save.