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Conga Support

Cloud Storage: Embedding Cloud Content

Your content is always up to date with the most current version of the file on your cloud platform. These updates occur only in Templates and documents still in Draft mode. Published Documents are not updated. If you delete a file from your cloud platform or move it to another folder, your Conga Collaborate documents are not affected. If you want your file deleted from Conga Collaborate, ensure it is manually deleted within whatever templates and document drafts it appears.

Using the Conga Collaborate Cloud Content feature, you can embed documents, from the following sources, directly into your Conga Collaborate document:

  • Amazon s3
  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • SharePoint
  • Salesforce

For any unpublished document (draft only), follow these steps to access cloud files:

  1. From Build view of your Conga Collaborate document, click New Page in the Table of Contents panel
  2. Click Cloud Content
  3. Choose the platform you use (you’ll be prompted to sign into that platform)  

    Credentials aren’t stored, you can see and revoke access from your cloud platform at any time

  4. Choose your files and click Select (your file now appears as a new page in your document; Hover over the page title, and you'll see a cloud icon)
  5. Click the back arrow if you’d like to switch to another platform and grab more files
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