The signing process begins when you receive an email notification from Conga Sign informing you that you have a document to sign. Conga Sign sends the email notification on behalf of the sender and contains a message from the sender and a link to open the document. If the sender has sent multiple documents for signing, the email subject contains the first document name of the document package and the email body contains a list of document names. To begin the signing process, you must open the document and review the electronic record and signature disclosure. You must agree to use electronic records and signatures to sign the document. You must complete each Conga Sign tag and add your electronic signature where required to sign or initial. Optionally, you can use the Guided Signing feature to auto-navigate to the locations of each assigned Conga Sign tag in the document. This feature is only available when the Guided Signing setting is enabled in your sender's org. After you add the required information in each Conga Sign tag and add your electronic signature, you can complete the signing process.
To sign a document
- Open the email you received from Conga Sign.
Click View Document. If the sender has sent multiple documents for signing, the View Document link opens all documents in a single transaction.
View the electronic record disclosure and click I Agree.
Clicking I agree confirms that the Signer accepts the electronic record disclosure. The full electronic record disclosure is available in the eSignature Adoption and Terms portion of the signing user experience.
In the case of multiple documents, select a file name from the dropdown list at the top of the signing user interface to navigate between the documents. The dropdown displays the file name that you are viewing as you scroll between documents.
- Click Begin to navigate to the first tag in the document.
- After you click the Begin button or complete the first tag, it changes to Next.
After you complete any tag except the first tag, it changes to Back and Next.
- Click Next to navigate to the next tag.
Click Back to navigate to the previous tag.
Steps 5 to 8 are optional. The Begin button is only available when the Guided Signing setting is enabled in your sender's org. For more information on how to configure the Guided Signing setting, refer to Setting Guided Signing in Conga Sign Administrator Guide. If the Guided Signing setting is disabled, you are automatically navigated to the next tag after completing the first tag. In the case of multiple document signing, you are automatically navigated to the next document after all tags of the previous document are navigated.
- Customize or draw your Signature and Initials if Signature or Initials tag is present and then click Adopt Signature and Sign.
- Click on each Conga Sign tag to complete the tags. Date fields are automatically populated. Additional fields, such as title, email, or company, are updated by typing text values into the fields directly.
- Click Complete Signing once all tags are complete.
The signing process is complete. If all recipients have finished signing, you can click Download Document to save a copy if you choose.
If multiple documents are signed in a single transaction, Download Document downloads a .zip file containing all of the signed documents.
You receive another email when all requested signatures are collected. This email contains a link to the audit trail as well as a PDF attachment of the fully executed document. For multiple document signing, all PDF attachments signed for a transaction are included in the email.