Creating a Step that Generates a Document
As part of a process, a Generate Document step automatically generates a document using a mix template or a Conga Composer template, solution, or button and saves the resulting document to the process object in Salesforce. A Generate Document step can also reference a Conga Sign-integrated Composer solution or button to generate and send a document for e-signature.
Note:
- A valid license to Conga Composer or Collaborate is required to create a Generate Document step. A Conga Sign license is also required to create and send a document for e-signature.
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A single Composer document can be generated within one Orchestrate definition at a time. To send documents in bulk, you must purchase Conga Trigger or Conga Batch events.
- If a document takes more than two minutes to generate in Composer, you cannot use a Generate Document step and must use the Composer UI or batch/trigger to generate your document.
