Conga Product Documentation

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Adding Conga Sign Button to a Page Layout Manually

To add a Conga Sign button or link to a page layout in the Lighting UI

  1. Navigate to Setup > Objects and Fields > Object Manager > [Object] > Page Layouts and select the page layout.
    The Page Layout Properties screen appears.
  2. Click Buttons or Custom Links.
  3. Drag and drop your new button to the Custom Button area on the page layout.
  4. Click Save.

To add a Conga Sign button or link to a page layout in the Classic UI

  1. Navigate to Setup > Customize > [Object] > Page Layouts and select Edit next to the desired page layout.
    The Page Layout Properties screen appears.
  2. Click Buttons or Custom Links.
  3. Drag and drop your new button to the Custom Button area on the page layout.
  4. Click Save.