An example use case for the document merge UI interaction.

Context:

This use case demonstrates how to create navigate through the Document Merge UI, acquire data via webhook and preview the document before it is determined how to be delivered to the client.

Scenario:

A sales representative wants to select their desired template(s), preview it before the merge and choose the method of delivery, vie email or e-signature, in order to create the exact document needed for the client.

Prerequisite:

• An existing Conga Email template created in the Advantage Platform Template Library or Conga Drive.

• JSON Dataset to generate content for the Webhook url.

• Valid email address.

Steps to use Document Merge:

1. Launch the Document Merge UI through an existing Composer Button. Once it loads, you will see the template selection UI. Select your existing Conga Template.

2. In a second tab, navigate to Webhook.site and input your JSON data. Save it, and copy the generated Webhook ID.

3. Navigate to Conga Advantage Platform > Automation > Webhooks, create a new webhook listing and paste your copied webhook ID.

4. Open the tab containing your Document Merge UI. In your browser URL, replace it with the following URL:

   [initial preview url]/app/merge?type=Webhook&dataSourceId=[insertwebookId]&DS7Preview=1&DS7=12&CongaEmailTemplateId=[insert email template Id]&EmailToId=[insert email address]

   Modify the values between each [ ] to add your Preview environment URL, the Webhook ID from step 2 and 3, and the email dress of your intended recipient.

5. In the Template page, select your desired template(s) and use the Selected Templates drag-drop interface to rearrange the order as necessary. For output options, select Convert to PDF and Assemble into a single document to send the output file as a single PDF document. For delivery method, select Email.

6. Click the Generate & Preview button to begin generating the merged documents and confirm the data from your webhook ID has merged as expected. If the data is merging correctly, click the Compose Email button in the upper right.

7. In the Send with Email interface, input all mandatory fields, From, To, Subject and Email body. Optionally, use the CC and BCC buttons to add additional email addresses. You will see your previewed documents in the Attachments list on the right, and have the option to add any further attachments as well. Click Send Email.

Result:

The merged document is sent via email to the client.