How to Upload a New Conga Template Version | Scribe

    How to Upload a New Conga Template Version

    • Jess Talwar |
    • 10 steps |
    • 55 seconds
    1
    Click the App Launcher icon.
    2
    Search for "Conga Solutions," and select it from the drop-down.
    3
    Change "Recently Viewed" to "All," if needed.
    4
    Click the Conga Solution for which you want to change the template version. In this example, we're going to change the document for "Generate Account Details."
    5
    Under "Solution Components," you should see the "File Template" component type. Click "GetAccountDetails" template
    6
    Click "Add Files" on the "Files" section.
    7
    Click "Upload Files" and choose the new document you want to bring into Salesforce/Conga.
    8
    The successful upload will be denoted by the green check mark. Click "Done."
    9
    Your file will upload, and you can add hit "Add" when done.
    10
    You can test generating your updated template using the Catalyst opportunity: <https://chicagocouncil.lightning.force.com/lightning/r/Opportunity/006Pk000006HDLZIA4/view>