Hi, I am new to Conga and trying to crack some things and getting lost in their manual. I just need to map some fields and add specific merge field onto Email Subject or Body which seems like requires a lot of work.
Questions:
- What is required to map a Checkbox from signed document into Salesforce record that URL button was launched from?
- Conga Email Templates
- How to remove attachment from the email when document is sent to sign?
- How to add "View Document" link?
- How to add notifications to sender the same way it works with standard CongaSign functionality
#Conga Composer #Conga #Conga Sign #Conga Email Template
1 respuesta
4. Add View Document link. Use {{CongaSign__SigningURL__c}} from the Conga Sign record in your email template.
How is it supposed to work? Where do I find this field? When i just place it in the Conga Email Template its treated as non existent field.
What object is that SigningURL__c on? I dont see that neither...
