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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Collaborate

General Usage

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Using Email Templates

Email templates can be created for system events, such as Document Accepted, Document Declined, or Task Assigned, or you may want to have different email templates for different document types.

Conga Collaborate emails are completely customizable. Email templates can be created for system events, such as Document Accepted, Document Declined, or Task Assigned, or you may want to have different email templates for different document types. For example, if you’re sending out a contract, the email you craft will be different than when you’re sending an introductory proposal.

You must be a system administrator to edit System email templates and create Shared templates.

Create Templates – System Administrator

To create email templates

  1. Go to Administration > Email Templates
  2. Click Create
  3. Select Template Type
    • Personal will make the template private to your user
    • Shared will give all users access to the template. If workgroups are enabled, this will share the template across all workgroups.
  4. Fill out Template Name, Subject, and Body. You can insert variables into your email template:
    • Click Insert Variable
    • Choose variables from the Document, Recipient, or CRM tabsIf you launch documents from multiple objects, your template can only contain variables that relate back to your launching object.

Create Templates – Standard User

Standard User email templates are automatically set to Personal.

To create email templates

  1. Go to User Profile > Email Templates
  2. Click Create
  3. Fill out Template Name, Subject, and Body. You can insert variables into your email template:
    • Click Insert Variable
    • Choose variables from the Document, Recipient, or CRM tabsIf you launch documents from multiple objects, your template can only contain variables that relate back to your launching object.

Set Default Email Template for Document Templates

You can set a different email template for every document template in your library. If you don’t set an email template for a document template, the document will default to the standard Conga Collaborate email template.

To set the default email template

  1. Navigate to the Properties of the document template
  2. Select the appropriate email template from the drop-down menu

You must have the ability to edit the document template in order to set the default email template. When setting the default email template, you will only have access to email templates that are shared, so that you cannot set a default template that others can’t use.

Choose Email Template When Sending Document To Recipients

To choose from the email templates available to send a document instead of using the Conga Collaborate or template default

  1. On a published document, add recipients and then click Send Email
  2. Choose your desired email template from the Template drop-down
User Guide
Collaborate

January 7, 2025