Conga Product Documentation

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To test your installation, do the following:

  1. Click Layouts.
  2. Select the check box for Desktop Buttons on an Opportunity Layout.
  3. Click Save.


  4. You will receive the following message.


  5. Navigate to the Opportunity.
  6. Click the button on the layout and see if you can get to the DocuSign envelope page.
If you do, success! If not, contact DocuSign.