Download page Add an Existing Conga Email Template to a Solution using Solution Manager.
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:
Before you begin, you must be editing a solution record.
On the Conga Solutions page, clickAdd 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 theDescriptionfield, add a free-form text description.
ClickAdd Conga Email Templateto select the desired template and add it to the solution.
(Optional) ClickSaveto save your solution record settings or If the button has been created, clickUpdate Buttonto update the button URL with the current settings.