Manually set up a Composer Link Service in a new Composer solution. You must enable the Conga File Repository and enable Notification Emails in Conga Composer Setup to use Composer Link Service.

In Salesforce Setup, manually create a new Composer solution to online documents with Composer Link Service.

  1. Create a Composer OAuth Button.
  2. Add the following parameters to the Composer URL.
    1. TemplateID
    2. LinkService
    3. CongaEmailTemplateID. Additionally, add the required{Conga_Doc_Link} merge tag in the email body of the Conga Email Template referenced in the solution.

    4. EmailToId or a different Conga Email Template parameter to designate recipients.


    The CongaEmailTemplateID must have the {Conga_Doc_Link} merge tag in the email body to generate the document link.

  3. Add the following parameter to send Notification Emails.
    1. NETId
  4. (Optional) Add DS7 to run the solution in background mode.

  5. (Optional) Add the DefaultPDF parameter to convert the file to a PDF and view it in the Conga PDF Viewer.

    The Conga PDF Viewer only supports PDF files. Word, Excel, and PowerPoint are automatically downloaded to the browser tray once a recipient clicks the document link.
  6. Click Save.
  7. Add the button to a Page Layout.