Conga Product Documentation

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To add templates:

  1. In the Add Templates tab, under the Add Templates to a Solution section, select Create New Template or Upload New Template.
  2. Enter a Name for the template.
  3. Enter an optional Template Group and/or optional brief Description.
  4. Under Attachments or Drop Files, select the template you created in Template Builder.
  5. Click Add Template.
  6. Click Add to Solution.