Conga Product Documentation

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Download to Microsoft Excel

Along with the download options for PDF, PowerPoint, Zip (PDF and attachments), and MS Word Docs, you can also download files in Excel.

Warning:

This is a Beta Feature and is only available by request.

Along with the download options for PDF, PowerPoint, Zip (PDF and attachments), and MS Word Docs, you can also download files in Excel. Currently, only information in tables is included in Excel downloads.

Instructions to download to MS Excel

  1. From within an unpublished document, click Properties (located on the right-side toolbar) and scroll down until you see Document Options.
  2. Check the Allow XLSX Downloads box.
  3. Navigate to the Table of Contents.
  4. Click Download Document.
  5. Click Microsoft Excel to download your document.