Creating an Email Template for Clause Level Approvals

To set up Clause Level Approvals on a Custom Object, take the following steps:

1. In Salesforce Classic, click the + from the navigation menu
2. Click Documents.
3. Click New.
4. Upload an image file of your company logo.
5. From Salesforce Quick Find, search for letterhead.
6. Click on Classic Letterheads.
7. Click Next.
8. Click New Letterhead.
9. Click Edit Letterhead and Select Logo to add a logo.
10. Click Edit Properties and check Available for Use.
11. From Salesforce Quick Find, search for email and click Classic Email Templates.
12. Click New Template.
13. Name the template Approval Requests.
14. Under the Classic Letterhead dropdown, select the name of the Letterhead you just created.
15. Click Edit HTML Version.

16. Enter your email template message here. We recommend the following: 
    Hello {!Receiving_User.FirstName},
    You have been assigned a clause(s) for review. Please click the following link to review, accept, or reject any changes: Click Here. 
    Best Regards, {!User.FirstName}

    

    Your Click Here link must use the {{Approval_Review_Link}} field.

17. From the Salesforce App Launcher, go to Conga Contracts.
18. Go to Conga Contracts Setup.
19. Under General Settings, go to the Approvals section.
20. From the Review Requested Template dropdown, select the template you just created.

21. Repeat the above steps to create another template for Review Completed Template. We recommend the following for the email message: 
    Hello {!Receiving_User.FirstName},
    You have completed the review of your assigned clause(s). If you want to view your changes again, click the following link: Click Here. 
    Best Regards, {!User.FirstName}

    

    Your Click Here link must use the {{Approval_Review_Link}} field.