Conga Sign Add Watermark to PDF Shortcut Alternative

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How to Conga Sign Add Watermark to PDF

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This tutorial will guide you through how to accept and sign a contract from Create Music Group. You will receive an email with the document via DocHub for your review and signature. If you are not the intended signer, you can reassign it to someone else. Otherwise, click "view document" to open it in DocHub and sign the agreement. Welcome to the Create family!

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do you set up a docHub?

To docHub Go to Salesforce AppExchange. Click Get It Now and follow the on-screen prompts to docHub. Log in to the AppExchange. Specify where you want to docHub: Read and accept the terms and conditions. Click . Approve Third-Party Access for all 3 websites selected.

How do I add merge fields in Conga template?

Click the Conga Email Templates tab and create a record. Enter a description and basic information about the new template. (Optional) Save the record, then click Advanced Editor to further edit the body of the template. Copy the desired merge fields from the Template Builder.

Where are conga templates stored in Salesforce?

This tool is located in the Tools Settings drop-down menu in the upper-right corner of the Conga Composer page. The Template Builder exposes the data retrieved by Conga Composer from the Master Object and from any Salesforce Reports or Conga Queries referenced in the Conga Composer URL.

How do you make a signature?

How to write a signature Decide what you want your signature to convey. Analyze the letters in your name. Determine what parts of your name you want to include. Experiment with different styles. Think outside of the box. Choose your favorite signature.

How do I add a table to a conga template?

Insert a Table. Within the document editor, open the Table dropdown. Hover over Insert Table. Edit Table Properties. Use Table Properties to set overall dimensions and configure the tables appearance. Settings like border color, border width, and background color must be set at the individual cell level.

How do I change the conga template in Salesforce?

Update the Conga Template Record Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface. Click Attach File. Click Choose File. Locate the updated template you saved locally. Click Attach File. Click Done and close the window.

How do I attach a sign to a document?

Use the Signature Line command to insert a signature line with an X by it to show where to sign a document. Click where you want the line. Click Insert Signature Line. Click Microsoft Office Signature Line. In the Signature Setup box, you can type a name in the Suggested signerbox. Click OK.

How do I add a mail merge plugin to docHub?

Select File Open to open a PDF form that you want to use as a template for a mail merge. Select Plug-ins Mail Merge menu to access AutoMailMerge plug-in functionality.

How do you edit a conga template?

Click the Gear Icon in the Navigation Toolbar, and click the Creation Templates link. In the Creation Template Browse screen, locate the template you want to edit. Click on the template record to display its Creation Template Edit screen, and edit the template: Rename the template or change its description.

How do you edit a conga template?

Click the Gear Icon in the Navigation Toolbar, and click the Creation Templates link. In the Creation Template Browse screen, locate the template you want to edit. Click on the template record to display its Creation Template Edit screen, and edit the template: Rename the template or change its description.

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Conga Sign Add Watermark to PDF shortcut alternative

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Conga Sign Add Watermark to PDF