The Conga Drive system can store your documents as templates for use with Composer and CPQ systems.

Using My Files

1. In the Apps menu under the Shared Apps section, select Conga Drive. Under My Files you will see name, type, size, created date and sharing status of all stored documents.

2. Click Upload to drag and drop or use the browse files action to store your files.

3. Use the checkboxes to select multiple files and export the information listed as CSV or Excel files.

4. Click the icon for the following options:

   1. Preview - Opens the document as a preview window for review, or to print or download the template.
   2. Download - Downloads the template to your local machine.
   3. Delete - Removes the Template from storage and deletes the template record.
   4. Copy Template ID - Copies the ID of the template record to your machines local clipboard.

Using Conga Templates

1. In the Apps menu under the Shared Apps section, select Conga Drive. Under Conga Templates, you will see your list of stored Composer Templates. Each template record displays the template type, file type, status, sharing rules and the last updated date.

2. Use the Search function to find a particular uploaded template record.

3. Use the checkboxes to select multiple files and export the information listed as CSV or Excel files.

4. Click the icon for the following options:

   1. Preview - Opens the document as a preview window for review, or to print or download the template.
   2. Download - Downloads the template to your local machine.
   3. Delete - Removes the Template from storage and deletes the template record.
   4. Copy Template ID - Copies the ID of the template record to your machines local clipboard.

   5. Click the template name to open the Preview window. Select Settings to see the description, File ID, File type, etc.

   6. Under Settings, you may also select the fields option, which displays a list of all the associated merged fields within the template.