Relating objects to Conga Collaborate documents.

Add lookup fields to the Octiv Document object in order to use Conga Collaborate documents on any object in your Salesforce org.

The Conga Collaborate managed package creates relationships from the Octiv Documents object to five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead. You can create documents from these objects out of the box with no additional configuration. Adding the lookup fields gives you the ability to create documents from other objects (including custom objects) and allows you to create a custom button and show a related list of documents on that object.