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Conga Support

Other Configuration Options - DocuSign Settings

Hide Access Code - If checked will hide the Access Code column in the Sign popup.

Hide Social Auth Types - If checked will remove the social options (Google, Facebook, Twitter, etc.) from the Identity Check dropdown in the Sign popup.

Additional Recipients

Specify additional recipients to send a copy of the DocuSign documents. These will appear at the bottom of the Sign popup as “Recipient #” with a send type of “Send Copy” (the same as clicking the Add Recipient button in the Sign popup).

Back on the DocuSign tab, to add a new additional recipient, click the New button next to the Additional Recipients heading. This will add a new blank row to the table. Specify the Recipient Name (required) and Recipient Email (required). Optionally, specify a Access Code, Auth Type and Company. If the Company column is set to All, the additional recipient will be added to every form packet. If the Company column is set to a specific company, the additional recipient will only be added to form packets from that company. When done, click the Save button next to the Additional Recipients heading.

To delete an additional recipient, click the Del link in the Action column.

Default Signer Settings

Specify default signer settings to default a role’s Send Type, Access Code and Identity Check columns in the Sign popup.

To add a new default signer setting, click the New button next to the Default Signer Settings heading. This will add a new blank row to the table. Specify the Role Instance (required, matches the number after the role name in the Sign popup), Role Name (required, matches the role name in the Sign popup), Auth Type, Access Code and/or Send Type (auth type, access code and send type are optional, though at least one should be specified). Optionally, specify a Company. If the Company column is set to All, the default signer setting will be added to every form packet. If the Company column is set to a specific company, the default signer setting will only be added to form packets from that company. When done, click the Save button next to the Default Signer Settings heading.

To delete a default signer setting, click the Del link in the Action column. 

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