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Conga Support

Conga Sign Release 1.21 - October 6, 2018

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

 

New Features

 
Write Back Tags 

The Write Back process consists signers selecting tags, signers selecting Salesforce objects related to those tags, signers adding data to those tags and then the data being directly updated to the appropriate Salesforce record.

A Write Back Configuration tab is located within the Conga Sign setup. On the Configuration tab, signers can search for both standard and custom objects in Salesforce, choose fields associated with those objects that they would like to make available for write back, and define basic properties for how those fields should work when used as tags in a Conga Sign document. For more information, see Write Back tags and Write Back Tip and FAQs.