Setting Up Conga Sign

Learn how to set up Conga Sign. The following topics walk you through using Conga Sign as an administrator:

• Adding New Users: Adding new users to your organization.
• Inviting Users as Senders: How to manage the senders associated with your account.

• Configuring Business Identity: How to rebrand the signer experience for recipients.

• Creating Custom Fields: How to create a custom field, which is automatically populated with signer-specific data for signature.

• Configuring Data Retention Policy: How to specify how long transactions in specific states are retained on Conga Sign’s servers. 

• Configure Sent Transaction Expiry Time: How to specify expiry times for transactions in the Sent state. 

• Creating Templates: How to create a new template.
• Connecting Salesforce to Conga Sign for Web: Steps for configuring Conga Sign for Web to an existing Salesforce organization. 
• Configuring Conga Sign Settings: Steps for setting Email Reminder, Feature and Transaction settings.