Logging into the Add-on
This section explains how to log in to Conga for Google Docs add-on.
Prerequisites
- The Conga for Google Docs add-on must be installed in Google Docs. For more information about installing the add-on, see Installing the Add-On.
- Supported CLM package is installed in your salesforce org.
- Ensure correct configuration of Google Apps settings.
- Ensure correct configuration of Google Drive setup.
- Ensure correct remote site setting.
- Enable versioning for Documents and Templates.
- Ensure that custom profile and/or Master profile permissions are configured for your user profiles to access the features of the add-on.
For more information on configuring the above CLM Application level settings for a seamless connection with the Conga for Google Docs add-on, see Conga for Google Docs for Administrators.
To log into Conga for Google Docs
The following options are displayed when you click the Home button.
|
Option |
Description |
|---|---|
|
User Name & Email Address |
Displays the user name and email address. |
|
Contracts |
Opens the list of existing contracts. |
|
Templates |
Opens the list of existing templates. |
|
Clause Library |
Opens the list of existing clause. |
|
Documentation |
Navigates to the Conga for Google Docs documentation. |
|
Customer Support |
Connects with the customer support team. |
|
App Info |
Displays information about the application you are logged into. |
|
Log Out |
Allows user to exit the Conga for Google Docs add-on. |
