CongaSign Default Recipients

A contract manager can preconfigure a default list of recipients for agreements, including the Signer Type and Routing Order for each recipient. The default recipients list is configured in the CongaSign Default Recipients section in the Related tab. When the agreement is sent for eSignature using Conga Sign, this predefined recipient list is automatically displayed, reducing manual input. The user can change the default recipients list at the time of sending the agreement for signature.

Configuring CongaSign Default Recipients

The CongaSign Default Recipients section in the Related tab for the agreement is configured.
"Auto-Select Multiple Recipients?" setting in Configuring CongaSign Default Recipients is configured.

You can preconfigure a default list of recipients for an agreement, to reduce manual input at the time of sending the agreement document for CongaSign signature. You can select contacts or users already registered in the system or specify information of a signatory not registered in the system.

To configure CongaSign Default Recipients

Navigate to the Agreements tab.
Click an agreement name.
Click Related tab.
Under the CongaSign Default Recipients section, click New.
The agreement name is auto-populated. Select a contact in the Contact list, or a user in the User list. Or, to add an unregistered signatory as default recipient, specify the Recipient Email Address, Recipient First Name, and Recipient Last Name.

Note: You can either select a contact, or a user, or enter details for an unregistered signatory in one recipient record. For example, don't select both a contact and a user in the same record.

Note: Specifying details of an unregistered signatory and saving the record doesn't create contact or user record in the system. The details will be saved a recipient only for the current agreement.
Select the Recipient Type and Routing Order for the recipient.
Click Save.

The recipient is added to the default recipients list. When this agreement is sent for CongaSign eSignature, this recipient will be displayed by default in the recipient list along with the configured recipient type and routing order. The user can make changes to the list as required. For more information see, Configuring CongaSign Default Recipients

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CongaSign Default Recipients

Configuring CongaSign Default Recipients

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