Conga Sign Integration Parameters

Each of these parameters affects the field specified on a Conga Sign Agreement record.

Important: The following parameters used to create and add new Conga Sign Recipients to a transaction are available by request only at this time: CSEmail[1-10], CSFirst[1-10], CSLast[1-10], CSName[1-10]. Contact Conga Support to enable these parameters.

Description

Conga Sign delivers Conga Composer documents through email, much like Salesforce itself, but adds the ability to add, track and file signatures.

Conga Sign allows you to use PDF and Word documents to collect data from your signers, position signature fields in your documents, collect two-party information from both sender and signer and more. You can add Conga Sign-specific form fields to Conga Composer PDF merge templates to enable those features.

Conga Sign is available separately on the AppExchange. You must install the Conga Sign package to use these integration parameters.

For more information about parameters in general and how to use them, see Adding Parameters to a Solution, A Few Rules About Parameters, and How Parameters are Formatted.

Note: Conga Email Templates are not compatible with Composer solutions integrated with Conga Sign.

Parameters

CSVisible Specifies Conga Sign as the delivery and output methods in Composer.

CSRecipient[1-10] ID can be a Salesforce Contact, User, or Lead.

CSRole[1-10] Specifies the the default Recipient role of Send Final.

CSRoutingType Specifies the routing recipient type and defaults to PARALLEL if not specified.

CSEmailMessage Sends an email message and defaults to a generic message if not specified.

CSEmailSubject Specifies the subject line of an email.

CSExpiration Specifies the date and time for eSignature expiration.

CSExpirationReminder Specifies an expiration date reminder on a eSignature request.

CSEmail[1-10] Specifies the email address of a new Conga Sign Recipient.

CSFirst[1-10] Specifies the first name of a new Conga Sign Recipient.

CSLast[1-10] Specifies the last name of a new Conga Sign Recipient.

CSName[1-10] Specifies the full name of a new Conga Sign Recipient.

CSRequestReminder Specifies a request reminder in the number of days.

CSMobile[1-10] Specifies a recipient's mobile number that the SMS authentication passcode is sent to.

CSAuth[1-10] Specifies the authentication type for a recipient in a Conga Sign Transaction.

CSLang[1-10] Specifies a recipient's language in a Conga Sign Transaction.

CScurl[1-10] Specifies the URL that a signer can chose to be taken to after successfully completing signing.

CSBusinessUnit Specifies the Business Unit selected for a Conga Sign Transaction.

DS7 Specifies the send and execute actions for the Conga Sign Transaction in background mode.

QMode Specifies full automation delivery with Conga Batch or Conga Trigger.