What is Write Back?
Conga Sign Write Back functionality leverages Conga Sign tags to store Conga Sign document data in standard and custom Salesforce fields. The information added by signers within Conga Sign documents is sent directly to Salesforce and updates the appropriate records. Conga Sign Write Back functionality eliminates redundant data entry and possible errors associated with those manual processes.
How it works
Conga Sign administrators select fields related to Salesforce objects that they would like to make available as write back tags for Conga Sign signers. A Conga Sign user may then add these write back tags into their documents. Data captured in a document's write back field from signers will be directly updated to the appropriate Salesforce record when a Conga Sign transaction completes.
A Write Back Configuration tab is located within Conga Sign Setup. On the Configuration tab, administrators can search for both standard and custom objects in Salesforce, choose fields associated with those objects that they would like to make available for write back, and define basic properties for how those fields should work when used as tags in a Conga Sign document.
Conga Sign's native write back functionality merges data from Conga Sign documents to records in Salesforce, but does not merge data from Salesforce into a Conga Sign document. Users can leverage a Conga Sign-integrated Composer button to set a default value for a write back tag. This functionality requires both Conga Sign and Conga Composer. For more information, see Setting Default Values for Write Back Tags.
When fields are configured for Write Back, Conga Sign users have two options to get the appropriate tags into documents:
- In the Tagging screen
- A new section of tags is made available under the Write Back heading. The list of write back tags made available in the Tagging screen is based on the fields that were configured for the parent object from which the Conga Sign transaction originated.
- Drag and drop a write back tag onto the document for the signer that is responsible for providing the requested information.
- Add write back tags to a document is through the Conga Sign tagging syntax
- Like standard Conga Sign tags can be added through tagging syntax, any field configured to function with write back can be added to your document templates.
- In order to simplify the process, the write back field properties screen for each write back field has an example of the syntax. RECOMMENDED: Copy and paste the example syntax into your templates. Update the signer index and you’re ready to go.
Only one signer can be assigned each write back tag to avoid any potential data conflicts during the write back process. Ensure only one signer is used per write back tag while updating your templates because any conflicts result in an error and a new transaction must be created.
Conga Sign Write Back enforces a limit of one signer per write back tag to eliminate any potential data conflicts if multiple signers were asked to provide the same information. This same limit is not in place for write back tags specific to the signer’s contact, lead, or role record in Salesforce as those are specific to an individual signer.
Data entered into a write back tag is reflected in Salesforce once the Conga Sign Transaction is complete. For example, if there are multiple signers and a write back tag is assigned to Signer 1, the data that Signer 1 enters in the write back field is not reflected in Salesforce until all other signers complete their portions. Once the Conga Sign Transaction is complete the data entered in the write back tag is reflected on the corresponding Salesforce record.
Write Back Tagging Syntax
The best way to get your newly configured write back tags into your documents is to simply copy and paste the tagging syntax from the write back field properties page. Update the signing index to reflect the appropriate signer.
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).