Conga Product Documentation

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Adding In-Effect View Button

You need to add the In-Effect View button on the Agreement Detail page to view the In-Effect agreement details.

To add the In-Effect View button

  1. Go to Setup > Build > Create > Objects.
  2. In the Custom Objects page, click the Agreement hyperlink.
  3. Navigate to the Page Layouts section and click the Edit hyperlink for Agreement Layout.
  4. From the Buttons category in the palette, drag In-Effect View into the Custom Buttons section of the Agreement Detail.
  5. Click Save.