The default Business Unit auto-populates as the selected Business Units for all Conga Sign Transactions and emails. Users also have the option to select a different Business Unit in the Create Transaction user interface if the multiple Business Units feature is enabled. Additionally, administrators can use the businessUnit parameter in a native Conga Sign button, or the CSBusinessUnit topic in Composer parameter in a Conga Sign-integrated Composer solution, to automatically populate a specific Business Unit in new Conga Sign Transactions.

A default Business Unit is automatically created and enabled if any of the following criteria were met in Salesforce orgs that had a version preceding Conga Sign version 1.49.0:

  • A Company Logo was previously uploaded in the Org Configuration section of Conga Sign Setup
  • Any field in the Email Configuration section of Conga Sign setup was previously filled out
  • The Require Drawn Signature setting in the Org Configuration section of Conga Sign Setup is enabled
  • The Hide Signature Logo setting in the Org Configuration section of Conga Sign Setup enabled

Orgs with new installations of Conga Sign version 1.49.0 will not have a default Business Unit automatically created.

To set a default Business Unit

  1. Navigate to Conga Sign Setup.
  2. Click Business Units.
  3. Click Edit Business Unit next to a Business Unit record.
  4. Click the Set as Default toggle to change the value from Disabled to Enabled.
  5. Click Change the Default.

The Business Unit is now selected as the default Business Unit and auto-populates as the selected Business Unit in the Create Transaction user interface.