Conga Sign Recipient Object

The Conga Sign Recipient object is accessible from the Audit Trail and provides key details for Recipients related to a specific Conga Sign Transaction.

Salesforce users can access Recipients related to a Conga Sign Transaction by using the Recipients Related List on a Conga Sign Transaction record. Recipient records are also accessible from the Recipients object tab.

Recipient Fields

Recipient object records contain the following fields:

• Recipient Name
  • An auto-assigned record name
  • This is the name of the Recipient record in Salesforce. It is not the name of the actual Recipient
• Signer Index
  • The assigned signer order for a Recipient
• UUID
• Recipient Status
• Conga Sign Transaction
  • Lookup field to the related Conga Sign Transaction
• Name
• Initials
• Email
• Title
• Company
• Signed On
  • The date the recipient signed the Conga Sign document
• Decline Reason
• Created By
  • Date and time when the Recipient is added to a Transaction as a Recipient
• Last Modified By
  • Date and time the Recipient record is last updated

Recipient Status

The Recipient Status field displays the current status of a Recipient related to a Transaction by displaying the field values below:

• COMPLETE
  • The Recipient completed their portion of the Conga Sign Transaction.
• PENDING
  • An invitation to sign has not yet been sent to this Recipient.
• SENT
  • The Conga Sign Transaction email is sent to the Recipient although they have not viewed the Conga Sign document.
• VIEWED
  • The Recipient viewed the Conga Sign document but has not completed their portion of the Conga Sign Transaction.
• DECLINED
  • The Recipient declined the Conga Sign Transaction.
• CANCELLED
  • The Salesforce user (who sent the Conga Sign Transaction) canceled the Conga Sign Transaction.
• EXPIRED
  • The Recipient did not complete the Conga Sign Transaction before the defined expiration date.
• AUTHENTICATION FAILED
  • The Recipient did not successfully complete SMS Authentication.