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Conga Support

Creating a new document

When you’re in the Document List view, the Create button appears at the top right, of the center section, of your screen.

Click it to start a new document. From the dropdown menu, you first click the type of document you’d like to create.

Once your document type is selected, you’ll want to choose whether you’d like to:

  • Start a document with a blank document type.
  • Start a document with a template.
  • Upload a document from which to work.

If you wish to create a Template, you will be asked to select a document type for your template.

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