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Conga Support

Including call to action buttons

Call to Action buttons allow your document recipients to interact with your documents online.

Why

Call to Action buttons speed execution time of your proposals and agreements and give your recipients easy ways to take action while they are viewing a document. There are several types of Call to Action buttons that can be added to individual documents or templates in order to allow different types of recipient interaction:

  • Accept: prompts the recipient to sign a document by using Conga Collaborate’s eSignature tool or, if it has been connected and enabled, by using DocuSign. When you add a recipient to a document, you must also ensure they are marked as a “Signer” in order to allow them to use this button. If you are adding multiple signers to your document or using the DocuSign integration, you will be prompted to enter a “Signer Order” as well.

  • Decline: enables the recipient to decline a document and include a comment as to why.

  • Ask a Question: gives the recipient a chance to submit a question or comment to the document owner, who then receives the question via an email notification.

  • Add People: allows the recipient to forward a document to colleagues for viewing, redlining, or signature. When you add a recipient to a document, you must also given them permission to “Add People” for this button to work.

  • Change Request: (contracts only) lets the recipient amend a contract and return it to the document owner for acceptance.

How

Follow these steps to create Call to Action buttons:

  1. In the document or template you want to add buttons to, click the the plus sign with a dotted outline in the header of the document.

  2. After clicking the button, you’ll see a dropdown menu of button types. Use the Button Label field to enter a button label, and then select the type of action you want your button to perform.

  3. Click Save.

To edit or delete a button you’ve created, hover over the button, and click the pencil icon in the upper right corner. You will see a dropdown menu that enables you to edit or delete. A document owner can also add or remove a Call to Action button after a document has been published and sent. However, they will not be able to add a new call to action button after document acceptance.

Buttons and Recipient Permissions

When sending a document to a recipient, you must also ensure that each recipient has the correct permissions to use the buttons on the document.

  • A recipient must be marked “Signer” in order to allow them to use the Accept button on a document. If you are adding multiple signers to your document or using the DocuSign integration, you will be prompted to enter a “Signer Order” as well.

  • A recipient must have the “Can add signers” or “Can add collaborators”  permission in order to use the Add People button and add additional viewers, redliners, or signers to a document.

  • A recipient must have the “Can Redline” permission on a document in order to use the “Change Request” button.  (Contracts only).