Conga Product Documentation

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To create an RTA field

  1. Go to Setup > Create > Objects > Agreement.
  2. Under Custom Fields & Relationships, click New.
  3. Select Text Area (Rich) and click Next.
  4. Enter a Field Label and Field Name, such as RTF Content 1, and click Next.
  5. Set field-level access and click Next.
  6. Click Save.
The Rich Text Area is now available from the Fields list when you edit a page layout. Create additional RTA fields to hold other pre-formatted content.