Configure Conga Sign for multi-party routing with parallel and sequential signer groups and retrieve completed document packages

domain: conga.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate with the Conga Sign API using API key or OAuth as documented, obtaining a session token
  2. Create a transaction via the transactions POST endpoint, specifying a document file and a signerGroups array that mixes sequential groups (ordered by sequence number) and parallel groups (sharing the same sequence number) to implement a hybrid routing pattern
  3. For each signer in each group, define the required signature fields by position (page, x, y coordinates) or by anchor text string, and set any required fields (date, initials, text fields) alongside the signature placeholder
  4. Submit the transaction to trigger delivery of signing invitations to the first sequential group (or all members of the first parallel group simultaneously)
  5. Subscribe to Conga Sign webhook events or poll the transaction status endpoint to detect completion, then call the document download endpoint to retrieve the signed PDF with embedded audit trail

Known gotchas

Related routes

Send multiple related SignNow documents as a single signing transaction using document groups / grouped templates
docs.signnow.com · 5 steps · unrated

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