Setting Up Composer Link Service for Existing Solutions in the Document Automation Wizard

Set up Composer Link Service for an existing Composer solution in the Document Automation Wizard.

You must enable Composer Link Service and the Conga File Repository to setup and use Composer Link Service. Additionally, you must enable Notification Emails in Conga Composer Setup to send Notification Emails.

The Conga Solution must have a Conga Email Template (CongaEmailTemplateID parameter) to send a document with Composer Link Service in an email.

Modify an existing solution to leverage Composer Link Service.

1. Navigate to Conga Solutions and select a Conga Solution record.
2. Click Edit (Guided).
3. Click Assign Behaviors.
   
   
4. Under the Link Management section, click Link Configuration.
5. Click the Link Service toggle to switch it to Yes and click Save.
   • This automatically adds the &LinkService=1 parameter to the Conga Solution.
6. Enable Email Notifications for Composer Link Service.
   1. Click Notifications under the Link Management section.
   2. Click the Email Notifications toggle to switch it to Yes.
   3. Select a Conga Email Template record to use as the Notification Email Template.
      
      • This automatically adds the NETId parameter to the Conga Solution.
   4. Click Save.
7. Add the required Email parameters to send a document in an email with Composer Link Service.
   1. Click Add Templates.
      
      
   2. Click Create Conga Email Template and fill out the fields to customize and create the Conga Email Template.

   3. Add the required {Conga_Doc_Link} merge tag in the email body.

      

      The CongaEmailTemplateID must have the {Conga_Doc_Link} merge tag in the email body to generate the document link.
   4. Click Save.
   5. Click Assign Behaviors.
      
   6. Click Email in the Post Merge Distribution section.
   7. Select a value for the To field to specify who receives the email.
   8. If applicable, select values for the Additional To, CC, and BCC fields to further customize the email.
8. Under the General section, click Generated File.

9. (Optional) Click the Convert to PDF toggle to switch the value from No to Yes. PDF files are automatically opened up in the Conga PDF Viewer when a recipient clicks a document link.

   

   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.
10. (Optional) Enable Background Mode under the Behavior Settings section.
    1. Click Assign Behaviors.
    2. Click Background Mode and select from the following options. Once selected, click Save.
       • Link & Email with Preview (DS7=550)
       • Link & Email Auto Delivery (DS7=551)
       • Link without Email Auto Delivery (DS7=552)
11. Click Save.