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DocuSign Integration Parameter

Active 1

Release 7

1  Release 8


Parameter Value: [0 or 1]


Ignore Opportunity Contact Roles

When Composer creates a DocuSign Envelope from an Opportunity, it automatically scans the list of Opportunity Contact Roles and attempts to match DocuSign Role Names with the Contact Roles. If they match, the Contact is automatically included as a signer. When this parameter is enabled, this behavior is skipped and Conga Composer ignores the Opportunity Contact Roles.

  Conga Composer currently does not support DocuSign for Salesforce version 7.0. Our development team is investigating support options for this release. To continue using DocuSign for Salesforce with Conga Composer, do NOT upgrade past version 6.8 / 6.8.2.

In using this parameter, you must explicitly populate the DocuSign Recipient parameters to pre-address the Envelope.

Value Definition
0 Opportunity Contact Roles will automatically attempted to be matched with DocuSign Roles. (default)
1 Opportunity Contact Roles will be ignored and therefore not matched to DocuSign Roles.