Use the Automatic Configuration in Conga Sign Setup to configure objects for Conga Sign. 

Prerequisites: 

As an alternative to using the Start Automatic Configuration feature in Conga Sign Setup, you can also manually set up a Salesforce object for Conga Sign.

To manually configure a Salesforce object for Conga Sign

  1. Find the 3-digit prefix of the object you are configuring for Conga Sign. For a list of standard object 3-digit prefixes, see Standard Field Record ID Prefix Decoder. You can also find the 3-digit object prefix by navigating to an object record in Classic and copying the first 3 digits of the full record ID.
  2. Navigate to Setup in Salesforce.
  3. Toggle open Create and select Custom Objects.
  4. Click Conga Sign Transaction.
  5. Under Custom Fields and Relationships, click New.
  6. Choose Lookup Relationship and click the Next button.
  7. Select the object that you are configuring for Conga Sign and click Next.
  8. Use the Field Label that Salesforce automatically generates. Change the Field Name to Parent_[3-digit object prefix] and click Next. Example Field Name for custom object: Parent_a5G
  9. Choose the desired assignments for Field Level Security, Page Layouts, and the Related List.
  10. Click Save.
  11. Create a button. For more information see: Manually create a Conga Sign Button

To manually configure an object for Conga Sign in lightning

  1. Find the 3-digit prefix of the object you are configuring for Conga Sign. For a list of standard object 3-digit prefixes, see Standard Field Record ID Prefix Decoder. You can also find the 3-digit object prefix by navigating to an object record in Classic and copying the first 3 digits of the full record ID.
  2. Navigate to Setup in Salesforce.
  3. Under the Platform Tools section, toggle open Objects and Fields and select Object Manager.
  4. Select and access the object that you are configuring for Conga Sign.
  5. Select Fields and Relationships and click the New button.
  6. Choose Lookup Relationship and click the Next button.
  7. Select the object that you are configuring for Conga Sign and click Next.
  8. Use the Field Label that Salesforce automatically generates. Change the Field Name to Parent_[3-digit object prefix]and click Next. Example Field Name: Parent_a5G
  9. Choose the desired assignments for Field Level Security, Page Layouts, and the Related List.
  10. Click Save.
  11. Create a button. For more information see: Manually create a Conga Sign Button.