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Conga Support

Salesforce: Adding the Conga Collaborate Document related list and buttons to page layouts

What

Add the two standard Conga Collaborate buttons and the Conga Collaborate related list to your launching object page layout.

 Due to legacy naming conventions, the related list is named “Octiv Documents” on the Opportunity, Account, Contact, Case, and Lead objects.
 

Why

The two standard buttons have different purposes:

  • New Document - Creates a new Conga Collaborate document related to your launching record

  • Add Existing Document - Allows users to associate previously created Conga Collaborate documents with the particular record

The Conga Collaborate Document related list enables you to see all Conga Collaborate documents associated with a particular record.  You can also edit and delete documents directly from the related list.
 

How

Permissions Needed: Salesforce permission Customize Application

Related Articles:

 

Salesforce Classic users:

  1. Navigate to a record from your launching object (in most cases this will be an Opportunity)

  2. Click Edit Layout in the upper right of the screen

  3. In the layout editor, click Buttons

  4. Add the two buttons labeled  Add Existing Document and New Document to the Custom Buttons section of the page layout

  5. In the layout editor, click Related Lists

  6. Add the Conga Collaborate Documents related list to your screen

  7. Edit the fields displayed in the related list by clicking the wrench icon just above the list title

  8. Select the fields that you would like to add to the list, we recommend:

    • Document name

    • Created Date

    • Last Modified Date

    • Last Viewed

    • Status

    • Value

    • Views

  9. Choose how you’d like your list to be sorted.  We recommend sorting by Last Modified Date in Descending order

  10. Click OK

  11. Click Save. You may be prompted to apply the changes to all user layouts;
    if so, click Yes

 

Salesforce Lightning users:

  1. Navigate to a record from your launching object (in most cases this will be an Opportunity)

  2. Click the gear icon in the upper right-hand corner of the screen

  3. Click Edit Object

  4. Click Page Layouts

  5. Select the page layout you want to change

  6. In the layout editor, click Mobile & Lightning Actions

  7. Add the two buttons labeled  Add Existing Document and New Document to the Salesforce Mobile and Lightning Actions section of the page layout. There are two New Document buttons available.  You need to add the one with the name “tinderbox__new_tinderbox_document”

  8. Follow steps 5-11 from the Salesforce Classic section above