Create a Data Model

1. In Conga Platform, navigate to Document Management Apps > Composer Settings > Data Model Management.

2. Click the New Data Model button.

3. Input your Data Model Name.

4. Use the Browse Files button or drag and drop your JSON file. Use a .json, .txt. or .csv file containing your merge values. Optionally, you can click the Copy/Paste Text button to manually add the text into the data model.

Creating a Template

1. Navigate to Shared Apps > Conga Drive > Conga Templates to access the template library.

2. Click +New Template and choose Composer, HTML Editor or Template Generator.

3. Click Next.

Making a Composer Template

1. When choosing Composer as your template option, give it a Template Name and (optionally) add a description, then click Next.

2. Click the Upload button, where you can either upload a Word, PDF, PowerPoint or Excel file. Or click the Continue with Blank Template button to generate a blank business template. Once there, upload a blank Word, PDF, PowerPoint or Excel file.

3. Click the Merge Field Lookup button to use either JSON Data or Salesforce Data.

   1. JSON Data - Select your JSON data model from the drop-down. Then choose the Template Type, then use the merge fields generated in the sample data to copy to your Template on your local machine.

   2. Salesforce Data - Choose your Salesforce Org, the Master Object and the Sample Record. Click View Merge Fields then use the merge fields generated in the sample data to copy to your Template on your local machine.

4. Click the Download Template button in the Preview Templates window to pull the template to your local machine, then click the Download Template drop-down menu and select Merge Field Lookup to make changes to the template.

5. Click the Download Template drop-down menu and select Upload Template to upload your updated template.

6. Click the back button to the left of your Template name in the upper left to go back to the Conga Templates menu.

Making an HTML Template

1. When choosing HTML Editor as your template option, give it a Template Name and (optionally) add a description, then click Next.

2. In Edit mode, click into the blank window to type, and use the ribbon to add fonts, tables, etc.

3. Click the options on the left to use JSON Data or Salesforce Data.

   1. JSON Data - Select your JSON data model from the drop-down. Then choose the Template Type, then use the merge fields generated in the sample data to copy to your Template on your local machine.

   2. Salesforce Data - Choose your Salesforce Org, the Master Object and the Sample Record. Click View Merge Fields then use the merge fields generated in the sample data to copy to your Template on your local machine.

4. Click Save. You are redirected to the Conga Templates menu.

Using the Template Generator

1. When choosing Template Generator as your template option, you are directed to the AiMe Template Generator.

2. 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 QuickStart buttons to create a basic Quote, Invoice or Service Agreement template.

3. 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.

4. Click Generate Template.

For more details, refer to Using the AiMe Template Generator.