Conga Product Documentation

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AiMe Template Generator for Composer

The AiMe Template Generator is an AI Skill introduced by Conga to generate templates quickly and efficiently. The Template Generator provides an easy interactive system that produces a structured layout.

Unlike other Skills, which mostly serve the end user, the Template Generator facilitates a task that is usually a manual effort for administrators. For more on using the Template Generator, see Using the AiMe Template Generator to Create a Template.

For the traditional administrative use case, see the general Composer configuration information in Composer for Administrators.

Using the AiMe Template Generator to Create a Template

From the Advantage Platform Admin window, using the navigation bar on the left, follow these steps to initiate the AiMe Template Generator.
  1. Access the Template Generator by going to Documents > Conga Drive > Conga Templates and click the +New Template button.
  2. Select Template Generator from the options available and click Next.
  3. In the Document & Data section, you can import an existing Word document by dragging and dropping a Word document or clicking to browse your files in the Select Document window in the upper right. Alternatively, use the Quick Start buttons to create a basic Quote, Invoice or Service Agreement template.
  4. In the Select Data Set segment at lower right, click Add from Library > Add Data Set to select the data set your template will pull merge fields from.
    You can also use Style Document with AiMe to add a style for your document.
  5. Click Generate Template.
  6. As it generates the template, it may ask for input:
  7. When AiMe is finished, you can click Preview Merged Data to see an example of your merged template. Click Review & Save when you are ready.
    1. In the window on the right, use the Fields element to determine which fields are mapped and formatted correctly and which are unmapped.
    2. Choose the Refine option to make further modifications to the template.
  8. In the Review & Save window, name your template. You can also provide a brief description.

  9. Use either of the Save Template buttons to save your generated template.
You are taken to the Conga Drive UI where you can see your newly generated template listed.