With the Conga Sign User Guide, you can find out how Conga Sign works and how to manage your organization's and your customers' eSignature workflows. 



What's Covered

This guide walks the Conga Sign user through a set-up of the entire e-Signature process. It covers step-by-step instructions, and use cases for the features provided by the Conga Sign. 

Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT EnvironmentRefer to the latest Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to What's New in User Guide topic.
Other Resources
  • Conga Sign Administrator Guide: Refer to this guide to set-up the entire Conga Sign process.

This guide describes the following tasks: 

  • Using Signature and Custom Tags
  • Creating a Document to Sign
  • Creating New Recipients in Create Transaction UI

  • Sending a Document to Sign
  • Signing a Document
  • In Person Signing
  • Canceling a Conga Sign Transaction
  • Conga Sign Link Expiration
  • Conga Sign Recipient Object
  • Reassigning Signers as Recipient
  • Reassigning Signers from Salesforce
  • SMS Authentication

DOC ID: CSWIN20UG20200411