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Conga Support

Tagging a Document for use in eSignature Process

This page applies to: Conga Contracts (formerly Novatus)

When you use the eSignature Package Wizard to submit a contract document for electronic signature, and your company is using Adobe Sign to obtain signatures electronically, you can skip the tagging portion of the eSignature process by inserting tags directly into the document sent for eSignature.  Adobe Sign text tags can be placed in any document type, including PDF, Microsoft Word, PowerPoint, Excel, and text files (.txt, .rtf).

Steps to tag a MS Word Non-Disclosure Agreement (NDA) that is sent to both parties are shown below, along with a screen shot of the tagged document.  Tags have been inserted to obtain the signatures of both parties, as well as the title and printed name of the counter-party signer, and the date the NDA was signed by each party.  For additional tags that can be added to a contract document, including initials and price tags in the body of the document, visit https://helpx.adobe.com/sign/help/adobesign_text_tag_guide.html.

1.  Open the document that needs the Adobe tags.

AdobeCode.png

2.  Position your cursor at the signature line for Signer 1, which is typically the other party signer, and enter {{Sig_es_:signer1:signature}}.

3.  Position your cursor at the following locations for Signer 1:

  • Printed Name and enter {{N_es_:signer1:fullname}}.
  • Title and enter {{*Ttl_es_:signer1:title}}.
  • Date and enter {{Dte_es_:signer1:date}}.

Adobe Sign automatically populates the date field with the current date.

4.  Position your cursor at the signature line for Signer 2, which is typically your signer, and enter {{Sig_es_:signer2:signature}}.

5.  Position your cursor at the Date line for your signer, and enter {{Dte_es_:signer2:date}}.

6.  Save the document and upload it to the appropriate Contract Profile.

7.  In the Contract Profile screen, click Wizard Tools in the toolbar, and select eSignature Package Wizard.

AdobeCode1.png

8.  Run the eSignature Package Wizard:

  • In the Document Selection section, select the check box of the tagged document.
  • In the Role Selection section:
    • Enter the email address for the first signatory in the Email field, and then enter their first and last names if the fields do not auto-populate. 
      • Leave the selection in the Action list set to Sign since this is the action that a signatory must perform in the electronic signing ceremony.
    • Populate the Email, First Name, and Last Name fields for the second signatory. 
      • Leave the selection in the Action list set to Sign.
  • Click Save.

AdobeCode2.png

9.  When the eSignature Portal displays:

  • Scroll to the Signature block to verify all the tagged fields have been added to the correct locations for Signer 1.

The default document display is for Signer 1, and the fields that will be populated by Signer 1 display with a light yellow background.

  • Change the selection in the RECIPIENTS list to the second signer, and then verify all the tagged fields have been added to the correct locations for Signer 2.
  • Click Send.

The first signatory receives an email message with a link to sign the document electronically.  Once Signer 1 provides their electronic signature, the second signatory receives an email message with a link to the document where they can provide their eSignature.