Add an Existing Conga Email Template to a Solution using Solution Manager
You can add email templates to the Conga Template Manager from within Solution Manager.
To add a Conga email template:
Note: Before you begin, you must be editing a solution record.
- On the Conga Solutions page, click Add Conga Email Template.
- Select the Conga Email Template you want to add to your solution. You can only have one Conga Email Template per solution.
- (Optional) In the Description field, add a free-form text description.
- Click Add Conga Email Template to select the desired template and add it to the solution.
- (Optional) Click Save to save your solution record settings or If the button has been created, click Update Button to update the button URL with the current settings.
