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Conga Support

Conga Sign Parameters

Description

Conga Sign can be customized by adding or enabling parameters.

 There is a separate set of integration parameters when using Conga Sign with Composer. For more information, see Conga Sign Integration Parameters. Also note parameters are case sensitive.

Parameters

Name Description
datetimes

A string for a datetime in ISO format: yyyy-MM-dd'T'HH:mm:ss.SSS'Z'

for example: '2018-01-10T14:42:19.000Z'

documentId

A ContentDocument ID that automatically selects a document on the screen.

The Id referenced here needs to be from a document that's attached to the parent object. This parameter does not pull in a document that is not already on the object. 

emailMessage 

A string with a limit 50000 characters. 

Add parameter emailMessage (string, max length 50000) that defaults the message field in the email section.

expireOn

A string for a datetime in UTC format.

Add parameter expires (ISO8601 date) that defaults the transaction expires field in the notification section

expireReminder

A string for a datetime in UTC format. 

Add parameter expirationReminder (ISO8601 date) that defaults the expiration reminder in the notifications section

emailSubject

A string with a limit of 1000 characters.

Add parameter emailSubject (string, max length 1000) that defaults the subject field in the email section.

reminderDays

A number which is a positive integer. 

Add parameter reminder (integer) that defaults the request reminder field in the notification section

recipient[1-10]

A string for a Contact, Lead or User Salesforce Id.

Recipients 1 through 10 to assign to the transaction.

If any recipients are skipped the resulting list is squashed - i.e. if only recipient 3 and 5 are set they show up as 1 and 2 in the UI.

recipient[1-10]role

A string for recipient role; either signer or cc.

Role for recipients 1 through 10 to assign to the respective recipients in the transaction. 

Optional: Default role to signer. Is only used if the recipient is set through the parameter.

routingType

A string for routing type; either PARALLEL or SERIAL

If set to PARALLEL, all recipients are routed at the same level (default behavior).

If set to SERIAL, recipients are routed based upon their defined routing order. Example: CSRecipient1, CSRecipient2, CSRecipient3. 

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