Editing Email Content for Accounting

Review and edit your emails to make sure that they meet your business needs.

1. Go to the Conga Email Templates tab to review the templates provided.
2. Select an existing template to download, click View, and open it in a text editor.
3. Make your changes.
4. Upload your edited document to the same template record.

Note:

If you want to add or edit custom fields used in your emails, follow the instructions in Editing the Conga Templates for Accounting using Launch Composer | Tools and Settings | Template Builder.