Enhancements

The following enhancements are new to Conga Adobe Sign Services in this release. 

Inactive Templates not Available 

Templates that are not marked as Active under Files or Notes & Attachments will not appear in the Select Attachments view. This prevents you from accidentally selecting Templates that are not in current use and helps to clear up the Select Attachments screen from clutter. 

Get Started

For details regarding template selection, refer to Selecting Attachments and Templates in Conga Adobe Sign Services on Salesforce Summer '21 User Guide.

Clickable links in Template names within Template Selection removed

Templates under the Select Template no longer act as a hyperlink that navigates to the Template record. Previously, you could click the Template name in the Select Template UI and navigate to the Template record in Salesforce. 

Get Started

For details regarding template selection, refer to Selecting Attachments and Templates in Conga Adobe Sign Services on Salesforce Summer '21 User Guide.