Conga Product Documentation

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Creating a New Agreement Component

  1. Go to Setup > Customize > Home > Home Page Components.
  2. To create a custom component, click New. You can use custom components to tailor the Home page to different user profiles. Also, you can add your own components to your Home page.
  3. Provide your own component name, for example My Custom Links, and select the Links custom type. Click Next.
  4. From the left column, select NewAgreementRequest, CreateOfflineAgreement, StoredExecutedAgreement custom links, and add it to the Custom Links to show column. To select multiple elements individually, use CTRL+click. To select multiple elements as a group, use SHIFT+click.
  5. Click Save.
A new Agreement component has been successfully created. Create a new Home page layout.