Conga Sign Return Information For Free
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I needed this for an emergency document and paid for it thinking I probably will not use this much....but was I wrong. I use it all the time and LOVE IT!!!
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2016-08-11
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2023-01-14
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2025-03-05
Conga Sign Return Information Feature
Conga Sign's Return Information feature streamlines the process of tracking and managing document returns. It ensures that you never miss an important signature again. With this feature, you gain clarity and control over your documents, simplifying your workflow and enhancing your operational efficiency.
Key Features
Real-time tracking of document return status
Automatic notifications regarding document progress
User-friendly interface for easy access
Integration with popular platforms for seamless use
Comprehensive audit trail for all transactions
Potential Use Cases and Benefits
Ideal for legal firms needing timely contracts signed
Helpful for sales teams tracking proposal agreements
Supports HR departments in managing employee documents
Useful for non-profits organizing volunteer consent forms
Enhances project management by keeping stakeholders informed
By addressing the challenge of document management, Conga Sign's Return Information feature empowers you to focus on your core tasks. You will reduce anxiety related to missed deadlines and improve communication with stakeholders. This feature not only saves time, but also fosters accountability, leading to a more productive environment.
How to Use the Conga Sign Return Information Feature
The Conga Sign Return Information feature allows you to easily gather information from recipients when they sign a document. Here's a step-by-step guide on how to use this feature:
01
Open the document you want to send for signature in pdfFiller.
02
Click on the 'Conga Sign' button in the toolbar.
03
In the Conga Sign window, click on the 'Add Recipients' button.
04
Enter the email addresses of the recipients you want to send the document to. You can add multiple recipients by separating their email addresses with commas.
05
Customize the email subject and message if needed.
06
Enable the 'Return Information' feature by toggling the switch to the 'On' position.
07
Click on the 'Send' button to send the document for signature.
08
The recipients will receive an email with a link to sign the document. When they click on the link, they will be prompted to fill in the required information.
09
Once the recipients have filled in the information and signed the document, you will receive an email notification.
10
To view the returned information, go to the 'My Forms' section in pdfFiller and open the document. The returned information will be displayed in the 'Conga Sign' tab.
That's it! You have successfully used the Conga Sign Return Information feature to gather information from recipients when they sign a document.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
How do you do the conga sign?
Suggested clip
Introducing Conga Sign — YouTubeYouTubeStart of suggested client of suggested clip
Introducing Conga Sign — YouTube
How do you make a conga template?
Click Choose File, select the document template to use, and then click Open.
Click Attach File.
Click Done.
How do you use a conga query?
Navigate to Conga Queries.
Click New.
Type a Name and Description.
Leave the SOIL Select Statement field blank.
Click Save.
Click Conga Query Builder.
Click an object in the list to select it as the base object of your query.
Click Next.
How to Conga Sign Return Information - video instructions
Watch the video guide to learn more about pdfFiller's online Signature feature
with you can quickly eign and send PDF documents for Signature open your document in the editor click sign in the top toolbar then create your electronic signature by typing drawing or uploading an image of your handwritten signature customize it using different fonts once finished place your signature on a document adjust its size and confirm your changes by clicking okay makes it easy to type your name on a PDF and add a date now let's send a document for Signature to someone else add fillable fields to make document completion effortless and intuitive then click the arrow next to the done button and select eign enter a recipient email address to assign fillable Fields you can return to the signer management menu at any time now when your document is ready let's send it out click the more button and select eign choose another signer in the popup then specify or double check your recipient's email address you can always add more recipients if you need to collect signatures from multiple individuals additionally allows you to add cced recipients set up actions upon document completion and specify a URL to redirect signers to after submitting a document to send a document click send invite
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