Once the template is added to the Conga Template Manager, you can add it to the solution. You can add up to 10 templates to a solution. Use Conga Email Templates only for solutions where the document format is an email. DocuSign and Adobe eSign parameters are used for templates, recipients, and other settings specific to those integrations.

For more information, see Pre-selecting a Merge Template for a Conga Composer Solution.

To add a file template to a button URL

Before You Begin:

The button URL must exist and be open in edit mode. If it is not already open, click Setup → Customize → [Object] > Buttons, Links, and Actions, and select the button you want to edit. The template file must also be saved in the Conga Template Manager.

  1. Click at the end of the button URL and press Enter to begin a new line.
  2. Type &TemplateID= and the template's Salesforce ID. For example: &TemplateId=01H500000005tMS
  3. To add additional templates, separate each Salesforce ID with a comma.
  4. Click Save.