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Conga Support

Why aren't My Documents displayed on the Send with Conga Sign Screen?

Are you using Attachments instead of Files? If so, here is what you need to do:

Conga Sign requires that documents be saved in Salesforce as Files, not Notes and Attachments. If your Salesforce org is not setup to work with Files, follow the steps below.

To configure the Salesforce Files:
  1. In the Salesforce File Configuration box, click Configure Files Settings. The Salesforce Files Settings screen appears.
  2. Select the Enable Files Sync and Files uploaded to the Attachments related list... checkboxes.

You have successfully configured Conga Sign. Now when you visit an object record on which you utilized Conga Sign, you should see the Send with Conga Sign button and a new Conga Sign Transactions related list.