Conga Sign additional features

Sending documents for eSignature is simple with Conga Sign. There are a number of options available from the time a document transaction is sent to your signers until the eSignature process is completed.

• File type support
  Conga Sign supports the following file formats: .doc, .pdf, .odt, .rtf, and .txt. 
   

• Standard and custom fields 
  Users can easily sign and initial documents in all the right places. Use standard fields to collect the following information from your signers: signatures, initials, names, titles, signing date, company names, and more. You even have the ability to create custom fields and reuse them to capture specific data from your customers. 
   
• Advanced form fields 
  Design advanced form fields including checkboxes, radio buttons, drop-down lists, text fields, label fields, and more. 
   
• Signer attachments 
  Prompt your signers to attach supporting documentation during the signing process, such as a photo of a driver's license or additional .pdf documents. 
   
• Retention and archiving 
  Once the eSignature process is completed, documents can be pushed downstream and archived in your organization’s content management system or other preferred system of record solution for long-term storage and retention. 
   
• Additional documents 
  Include auxiliary documents to your transaction, such as legal disclosures or terms and conditions for your signers. Signers can easily view, accept, and sign these additional documents. 

Conga Sign lets you define workflows and gives you control over every step in the process to optimize the customer experience and ensure high completion rates. Build the optimal eSignature process and signer experience based on your business needs. 

• Serial and parallel signing 
  Distribute documents to multiple signers and set the signing order. You have the option to let users sign one after the other or in parallel. 
   
• Templates 
  Templates are ideal to use for your frequently used documents. Set up signature and field placements to create reusable templates that reduce the number of steps needed to get documents out for eSignature. 
   
• Layouts 
  Layouts are helpful for users who frequently send forms that include signature blocks and data fields which remain in the same location throughout the document. Layouts act as a blueprint and can be saved and applied to future documents with the same format and field requirements. 
   
• Document visibility 
  The document visibility feature allows you to choose which documents your recipients can view and sign. Designate individual document access in a single transaction with multiple documents, instead of having to create separate transactions for each recipient. What's more, this feature saves you from having to process documents your recipients don’t need to see, and it ensures that documents with sensitive information are viewed only by your intended recipients. 
   
• Text tags 
  Text tags eliminate the need to manually place signatures and fields into your documents. By adding text tags to your document, after uploading to Conga Sign, every text tag is automatically replaced with the signature and fields at the right location. 
   
• Recipient permissions 
  Define the action a recipient needs to take (like signing), allowing them to change signer or simply approving a document. Conga Sign lets you customize a specific recipient workflow to meet your business needs. 
   
• Reminders and expirations 
  Set up automated email reminders and expirations for your recipients to complete the signing process on time. Reminders and expirations are powerful features to help you keep track of time-sensitive documents sent to your signers. 
   
• Conditional fields 
  Hide or reveal data that needs to be captured based on the signer’s response to specific fields. Use if/then conditional logic in documents to ensure signers only see the relevant fields based on their selections.  
   
• Optional signatures 
  Place optional signatures in your documents to give signers the flexibility to complete a transaction without having to complete every signature field in the document. 

Explore Conga Sign’s robust and flexible set of identity verification and authentication options to add an extra layer of security to validate your signer’s identity when conducting transactions online. 

• Email 
  Email authentication is the default option Conga Sign uses to verify your recipient’s identity. The identity of your intended signer is verified using their secure name and password when logging in to their email account. The signer simply clicks the link to access the document they need to sign. 
   
• Login credentials 
  The signer is authenticated through the sender’s system using a unique username and password. This could be an online banking portal, a government services portal, or even a Conga Sign account. 
   
• SMS 
  Verify your signer’s identity via a secure one-time SMS code sent to their mobile phone number. The signer enters the code into the login page and gains access to the documents that require signature.  
   
• Q&A 
  Present authentication questions to your signer. These are commonly referred to as shared secrets since you need to formulate questions based on information you already have on file about your customer, such as the last 4 digits of their social security number or an application ID number. If the signer provides the correct answer, they are verified as the correct recipient of the transaction.  
   
• Government ID verification 
  Verify unknown individuals remotely using government-issued IDs (e.g., driver’s license, passport, etc.). Conga Sign leverages digital identity verification to capture, extract, and analyze ID data to authenticate government-issued identity documents. 
   
• Biometric comparison 
  Signers can use the built-in camera on their mobile device to take a selfie and compare it with the photo on their government-issued ID document (see above). Pair with liveness detection (e.g., blinking, speaking, head tilting) to ensure the photo captured is from a real human being. Signers can be verified in real-time within seconds. 
   
• Knowledge-Based Authentication (KBA) 
  Leverage third-party ID verification services such as Equifax to present the signer with a list of out-of-wallet questions in real time. Conga Sign captures the responses and presents them back to the service provider for confirmation of the customer’s identity and approval to provide access to the documents for signing. 

• Government smart cards and derived credentials 
  Electronic signature forms and documents using a digital certificate stored on a smart card, such as a Common Access Card (CAC) or a Personal Identity Verification (PIV) card. This provides two- and even three-factor authentication with something the user knows (the PIN for their smart card), something the user has (the card), and sometimes even a biometric identifier (something the user is). 

• Digital certificates 
  Leverage digital certificates issued by third-party Trust Service Providers (TSPs) or by your own public key infrastructure (PKI). We support digital certificates stored locally on the user’s system, electronic ID (eID) cards, remote digital certificates stored in the cloud, and hardware tokens to authenticate the identity of signers. 

The signing process should be intuitive and easy for your signers. Discover the different ways Conga Sign offers an optimized signing experience anywhere, anytime, and across multiple devices. 

• White-labeling 
  Completely white-label the eSignature process and put your brand front and center on web pages and emails seen by signers. Add your logo and customize the email content and sender domain to reflect your brand, retaining full control over the look and feel of your web application. A fully branded transaction reinforces customer trust and ensures you achieve the highest adoption rates. 
  
  White labeling also protects your brand and your customers while deterring sophisticated phishing scammers from making you their next target. 
    
• Accessibility support 
  Conga Sign’s accessibility support enables blind and visually impaired signers to review and sign documents that are presented with supported browser and accessibility tools. This component respects the Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. 

• Mobile signature capture 
  Turn your signer’s mobile device into a mobile signature capture pad to capture handwritten signatures. Cross-device support for desktop users to eSign from their mobile device. No app or plug-in required.  

• Self-serve branding 
  Use self-serve branding options from the admin panel to add your company logo and customize colors and text strings, so your brand is truly front and center with your signers. 

Manage bulk transactions and gain visibility into your account activity with reporting capabilities that allow you to track all your incoming and outgoing transactions in Conga Sign. 

• Dashboard 
  Monitor the progress of your transactions in real time and manage (or archive) all your critical eSignature transactions in Conga Sign and/or your system of record. The dashboard allows you to view and track eSign transactions. 
   
• Reports 
  Run reports on transactions, signers, and overall activity in your Conga Sign account 
   
• Bulk send 
  Bulk send saves you time when you need to send documents to multiple recipients for signature. This feature helps eliminate the need to prepare individual transactions. Start by importing your list of recipients, prepare documents for signature, and press send. Your recipients receive a unique copy of the document to eSign.  
   
• Fast track 
  Fast track creates a dedicated URL for your transaction that can be embedded into your website or secure portal. Zero integration or development is required. This feature is ideal for high volume, repeatable processes such as NDAs and standard contracts. 

Some of the world’s most security-conscious organizations trust Conga Sign for their eSignature needs. Security is our priority. We take the necessary steps and have safeguards to provide a secure solution, meet industry-standard security requirements, and ensure that data is safe at all times. 

• Tamper-sealed documents 
  Conga Sign uses advanced digital signature technology, an encryption method, to tamper seal documents after each signature and visibly invalidate documents if any changes are made. This built-in security guarantees the integrity of the document and helps protect you and your customers from fraudulent behavior. 
   
• Single, unified audit trail 
  When legal disputes arise involving electronic transactions, Conga Sign creates the best possible evidence. Conga Sign is the only solution in the market to capture a single audit trail of the entire agreement process—from identity verification and authentication to eSignature. This includes the ID and authentication check method used and the detailed results of the verification. As a result, you get a complete picture of the transaction with strong identity assurance to demonstrate compliance. 
   
• Embedded audit trail 
  Conga Sign also embeds details about the eSignature transaction within the signed .pdf, including who signed, the date and time of signing, and the digital certificate used to digitally sign the document. The digital signature (hashing and encryption) allows verification of the validity of the document from the time of signing to ensure non-repudiation of the eSignedrecord. Easily verify the signed document by clicking the signature block. This opens the audit trail and automatically verifies both signer authentication and document validity.
   
• Document flattening 
  Conga Sign removes any dynamic content from the document before processing. As a result, any form field used as a vehicle to replace content via overlay is stripped from the document, and the attack will be automatically neutralized. 
   
• Cloud security 
  Security-conscious organizations are looking for assurance that the vendors they work with meet the necessary security requirements. Conga Sign is hosted in state-of-the-art SOC 2, ISO 27001, PCI DSS, FedRAMP and HIPAA compliant data centers around the world. Conga Sign meets additional security control and compliance requirements, including: ISO/IEC 27001, ISO/IEC 27017, ISO/IEC 27018, SOC 2 Type II, Skyhigh, HIPAA, FedRAMP, National Institute of Standards and Technology (NIST), Joint Interoperability Test Command (JITC), and National Security Agency’s National Information Assurance Partnership (NIAP).  
   
• Key Management Service (KMS) 
  A signed document and its related data is encrypted by Conga Sign at all times using state-of-the-art encryption technology. Conga Sign follows security best practices by offering a best-in-class KMS that includes shared and private key management options. 
   
• Virus scanning of attachments 
  Documents uploaded as attachments by signers are immediately scanned for malware. If a malicious document is detected, Conga Sign blocks the document and prevents signers from uploading it in the signing workflow. 

Fully automate the eSignature process with your web portal, business applications, core systems, and mobile apps. Discover our powerful APIs, software development kits (SDKs), and resources we have available to you. 

• Open REST API and fully supported SDKs 
  Build your own custom integration to Conga Sign using our public REST API. Our tools facilitate rapid development, testing, and deployment.
   
• Advanced workflow customization 
  Fully customize the document preparation and signing workflows. Trigger specific events for your unique business processes and customer transactions to ensure the highest possible adoption. 
  
  Seamlessly integrate Conga Sign with your upstream (i.e., document generation) and downstream (i.e., archival and storage) processes. 
   
• Single Sign-On (SSO) integration 
  Set up Security Assertion Markup Language (SAML) to allow your company’s users to log in to Conga Sign using SSO. 
   
• Sandbox environment 
  Conga Sign gives you access to a robust sandbox environment to facilitate rapid development and testing of our solution. 

Conga Sign includes centralized administration capabilities to manage user and account permissions across the organization. 

• Groups and permissions 
  Manage role-based signing rules using groups and permissions. Requests for signatures can be managed, delegated, and shared among members of a group. 
   
• Access delegation 
  Grant others in your organization access to your account while you’re away from the office. Assigned delegates can send and sign documents on your behalf during your absence.  
   
• Data retention 
  Allow administrators to define a transaction purging schedule that meets their organization’s needs. Administrators can determine the types of documents and in which time period those documents should be deleted. 

Conga Sign provides a wide range of support options and resources to ensure the future success of your investment in our solution. 

• Technical support 
  We provide email, phone, and live chat technical support on all Conga Sign plans to troubleshoot your product-related issues until the problem is resolved. We also provide access to online documentation with complete deployment and user guides to help you get started quickly.  
   
• Support plans 
  Whether you’re a small or a large organization, we’ve got your back when it comes to choosing a support plan that fits your needs. Conga offers a range of support plans from standard support to extended support options for customers requiring additional technical expertise post-deployment. Our priority is to help protect your investment and to supplement your project team with assistance to help keep your applications running smoothly so you can focus on your business. 
   
• Professional services 
  Our professional services team is made up of project managers, software architects, technical consultants, and quality assurance experts that can provide guidance and best practices for each step of your Conga Sign implementation. 

• Public cloud 
  Use Conga Sign in the cloud for maximum flexibility and cost savings. Our solution is hosted in a growing number of global cloud locations and provides best-in-class security to ensure your company and customer data is safe and secure. 

Conga Sign runs its service on highly reliable infrastructures with global data centers. Our customers rely on us to run their businesses and keep mission-critical processes moving forward. We continually strive to offer enterprise-class availability and are committed to full transparency by providing up-to-date system status updates. 

• Global data centers 
  Conga Sign is hosted in the US, Canada, Europe, and Australia to fulfill in-country data residency requirements and ensure minimal data latency. By leveraging the global data center networks of our cloud infrastructure partners, we can also quickly deploy new instances of Conga Sign virtually anywhere in the world. 
   
• High uptime platform availability 
  Each instance of Conga Sign is hosted on redundant and resilient cloud infrastructures, enabling us to deliver 99.9% uptime to our customers and users worldwide. 
   
• System status alerts and notification 
  The Conga team is committed to full transparency by providing up-to-date system status updates. 
   
• Load testing 
  Our platform is load tested for the most voluminous usage scenarios. This ensures you can process massive volumes of business transactions while maintaining optimal response times. 

Conga Sign offers a range of ID verification and authentication options, so you can get documents electronically signed with confidence. You have the flexibility to choose the level of security you need. 

We help ensure your agreements are safely accessed and signed only by the individuals they’re intended for with options including SMS, Q&A, KBA, and government ID checks. 

For the highest level of signer identification, Conga Sign’s ID verification option quickly determines whether the signer’s government photo ID is authentic.  

Allow your signers to take a photo of their passport, driver’s license, or other government-issued IDs directly from their mobile device. Machine learning algorithms analyze the authenticity and validity of the photo ID to determine whether the ID document is genuine.

For a higher level of security and confidence, pair ID verification with the biometric comparison option. Signers are asked to take a selfie with the camera on their mobile device. Advanced algorithms extract biometric data from the image and compare it to the image on the authenticated ID document to determine whether the signer is genuine.   

Liveness detection involves the signer performing an action, for example blinking or moving their head, to prove that they are genuinely present and that a static image or video is not used fraudulently. 

Conga Sign generates a one-time PIN that is sent to the signer’s phone. The signer enters the PIN into a login page and gains access to the documents that require signatures. 

These questions are referred to as shared secrets, because the sender needs to know something about the signer to create the questions. The questions and answers are known by both parties and pre-selected ahead of time. Common questions include the last four digits of a Social Security Number (SSN) or an application ID number. The signer must correctly answer one or more questions before being granted access to the electronic documents that require signature. 

Conga Sign can connect to third-party credit bureaus to obtain a multiple-choice questionnaire that is generated on-the-fly and presented to the signer. These out-of-wallet questions are generated in real-time, making it difficult for anyone other than the actual user to answer correctly.

Conga Sign can leverage local and remote digital certificates issued by trusted authorities and partners to verify the identity of signers at the point of signing. When using a personal digital certificate to eSign a document, Conga Sign verifies the certificate’s status, and the action requires a PIN or password to complete the signing process.  

When using a digital certificate issued by a qualified TSP, this creates a Qualified E-Signature (QES) in accordance with the requirements of the European Union’s eIDAS regulation.