Frequently Asked Questions and tips
Conga Sign Write Back functionality uses Conga Sign tags to configure and map standard and custom Salesforce fields in documents. The information added by signers is sent directly to Salesforce and records are updated.
Can I make a write back tag optional?
Yes. From the Write Back Configuration screen, each write back field has a set of properties and can be made optional or required for the signer.
Does write back support picklists?
No. Write back does not yet support picklists. The supported field types are text, number, email, phone, checkbox and URL.
Does write back support checkboxes?Yes. Write back supports checkbox fields in addition to text, number, email, phone, and URL field types.
Can I assign a single write back tag to multiple signers?
No. To eliminate potential conflicts with multiple signers responding to the same request for information, each write back tag can only be assigned to one signer. Determine who the best person is to provide the necessary information, and assign the tag to them.
When does the data entered in a write back tag update in Salesforce?
Data entered into a write back tag is reflected in Salesforce once the Conga Sign Transaction is complete. All signers must complete their assigned portions of the Conga Sign Transaction before the write back tag's value is reflected in Salesforce.
Does Conga Sign Write Back support any languages other than English?
No. Conga Sign only supports English in its current state.
Can native write back functionality merge data from Salesforce into a Conga Sign document?
No. Native write back functionality only maps data from a completed Conga Sign document back into Salesforce. Although you can use a Conga Sign-integrated Composer solution to set a default value for a write back tag in a Conga Sign document. This requires Conga Composer and Conga Sign licenses. For more information, see Setting Default Values for Write Back Tags.
Where does Conga Sign place my tag if my write back field syntax wraps onto another line?
When using pre-tag syntax in a Conga Sign document, Conga Sign places the tag at the bottom left of the first line of syntax text. If tagging syntax wraps, Conga Sign aligns the tag to the left of the first line. It is suggested to use small font size in the Conga Sign document when a tag is lengthy (write back tags may be lengthy when using a default value and setting a text size).