Using High Volume Document Generation with Solution Manager
An example High Volume API Solution and an example HTML template have been added to your org in order to examine a basic solution or use as a basis for a new solution. The following steps will guide you to building solutions of your own.
- As an administrator, login to your Conga Advantage Platform environment.
- Open Document Management Apps and navigate to Document Automation > Composer Solution Manager.
- Click New Solution.
- Under the Solution Information tab, input a name for your solution. Optionally, add a brief description.
- Under the Templates tab, select an existing HTML template from the list and click Add to Solution. To create a new template for your solution, click the New Template button to begin creating one. Only one Template may be selected for a High Volume solution. For details on creating HTML templates, see Using the HTML Editor.
- Under the Solution Behaviors tab, determine how your document is generated and sent, and what other additional parameters are necessary.
- Email: Adding the Email Template behavior will allow you to pull from a list of your previously created Conga Email templates. Type the name of your email template in the Email Template box to find the template, then select it from the generated list.
- SFTP: Navigate to the Additional Behaviors section to search for and enable the SFTP delivery option.
- Conga Sign: Sign commands must be added directly to the High Volume API request. For more information, see Generate and Conga Sign documents.
- Under the Deploy tab, determine your environment and region. Click the drop-down for Composer High Volume API and the preferred coding language for your High Volume Solution. Choosing the language will populate the High Volume API Request information in the code example in the selected language.
- Copy your High Volume API request and paste it into your chosen development platform to immediately start running a request.
- Click Save.
Additionally, your data file ID will need to be entered at the time of the merge, and can be saved directly into Conga Drive. It can be used to insert as the unique ID in order to get the exact data file of your choice.
