Conga Composer Esign PDF Shortcut Alternative

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How to Conga Composer Esign PDF

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and over to you bobby all right amit thank you um so welcome everyone to our our webinar today um unlocking digital documents with conga so um really wanted to introduce the team and get an idea of you know who we are what we do here at conga um and then well well talk a little bit about our our agenda and things coming up so um just to start off my name is bobby johnson im the director of global alliances here at conga and um coming up on 10 years so been with congress quite a long time almost a decade and um you know beginning basically just starting with our flagship solution congo composer and so acro along the line you know ive been in essie and worked on the partner team and in product and and right now really focused on this global alliance and really around technical evangelism so making sure that we can help support our rsi partners our you know our sales force alliance partners and really get the word out about the conga suite of solutions so um introduce the other team

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What is conga in Salesforce?

Conga Composer is a document-generating program that is simple to use and widely utilized. Conga Composer is a powerful tool for Salesforce Task Documentation. This application makes it simple to produce and send a wide range of documents using templates that include Salesforce data from any standard or custom object.

How do I add a merge field in docHub?

To add merge fields to a PDF template: Open the Template Builder. In the Copy Field Format area, select PDF. Open a PDF to use as your template. From the Tools menu, click Prepare Form. Select your file or scan a document, then click Start.

How do you affix a signature in ?

How do you add an electronic signature to a PDF? Register for a free trial. Sign in to your account. Select Sign a document now to upload the PDF document. Drag and drop your signature. Sign and click FINISH and the PDF is automatically returned to the sender.

How do I edit a fillable field in PDF?

To edit a single form field, double-click it or right-click it and choose Properties. To edit multiple form fields, select the fields that you want to edit, right-click one of the selected fields, and choose Properties.

How do I add a merge feature in docHub?

The Combine Files tool lets you merge several PDFs into a single document for easier sharing: Open Acrobat, go to the Tools menu, and select Combine Files. Click Add Files or drag and drop them into the window. Rearrange your files if necessary and choose your output settings. Click Combine to merge your files.

How do I add a signature to Conga?

Click on each docHub tag to complete the tags. Date fields are automatically populated. Additional fields, such as title, email, or company, are updated by typing text values into the fields directly. If a Stamp tag has been added, click the Stamp tag to give it a name and upload your signature Stamp.

How do I sign a document sent by email?

Open the email with a request to digitally sign your document. Click the link. Agree to electronic signing. Click each sign tag and follow the instructions to add your electronic signature where required to sign or initial. Adopt a signature to save your signature information. Confirm your signature by clicking FINISH.

How do I enable mail merge in docHub?

Heres how to do it: Create an Excel Spreadsheet using the same strategy for creating different columns and fields above (Name, Address, etc.) Navigate to the AutoMailMerge tool in docHub. Go to mail merge settings and click on Select Email Options. Check the Send emails to the recipients option.

Is Conga part of Salesforce?

Conga and Salesforce FAQs Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.

How do I enable Conga in Salesforce?

You must have Conga Composer version 8.183 or higher to use the new Conga Composer Setup Menu.Required Setup Once the installation is complete, navigate to the Conga Composer Setup tab. Click Authorize to authorize access to Conga Composer Setup. After authorizing, click Allow to access to Conga Composer Setup.

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Conga Composer Esign PDF shortcut alternative

PDF editing simplified with DocHub

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How to Conga Composer Esign PDF