Conga Product Documentation

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5. Collection Step

In this step of the Document Automation Wizard, create a solution collection for use with the Conga Quotes Generation Lightning Component.

To create a collection:

  1. Click Create Collection if there are no Available Collections already made.
  2. Enter a Collection Name.
  3. Enter an optional brief Description.
  4. Click the + sign next to the listed solution you want to add to your new collection.
  5. Click Save.