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Conga Support

Add a Template to Conga Template Manager

Conga® Templates also know as Conga Template Manager is a custom object and is included with the Conga Composer® application. The Conga Template Manager stores document templates for use in Conga Composer and Conga Mail Merge processes.

 

To add a template to the Conga Template Manager:

Before You Begin: The document template must exist.

  1. Navigate to the Conga Templates tab.

  2. Click New.

  3. On the Conga Template Edit page, in the Name field, type a name for the template.

    The template will appear in the template list in Composer with this name.

  4. (Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter).

  5. In the Template Type field, select the type of template to add.

  6. (Optional) In the Master Field to Set fields, enter up to three master fields to update whenever the template is merged.

    Follow the syntax as specified in the Help Text on the field (in Salesforce®).

  7. Click Save to save the template record in the Conga Template Manager.

    The template record is created and the Conga Template page appears.

  8. On the Conga Template page, click Attach File.

    The Attach File to Conga Template page appears.

  9. Click Choose File, select the document template to use, and then click Open.

  10. Click Attach File.

  11. Click Done.

If templates are not populating in the list when "Choose a template from Salesforce.com" is selected, see Template Troubleshooting Tips.