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Conga Support

Merge Template Storage Locations

After designing a template you may store your template in any of these locations:

  • The Conga® Template Manager (for document templates)

  • The Conga Email Template Manager (for email templates)

  • The Salesforce® template repository (Setup > Communication Templates > Mail Merge Templates)

  • Your local hard drive or network drive

    Recommended for System Administrators during the building and testing phase.