Create a Collaborate Document in Salesforce
Learn to create Octiv documents with Salesforce classic in this video.
In Conga Collaborate How To
Sales Rep Survey Forms using Collaborate and Formstack
Learn how to set up Rep Survey Forms with this demo.
Adding a Table to a Collaborate Document
Learn to add generic tables to your Collaborate document using the editor tool.
How to Render Conditional Content in Conga Collaborate
Learn how to render conditional content in Collaborate with this video.
Conga Collaborate DocuSign Custom Fields Workflow
Learn how to use DocuSign Custom Fields to enhance your Collaborate documents.
Adding a User to a Collaborate Document
As a Collaborate administrator, you will need to know how to add users to your Collaborate account. This video will walk you through the process and explain best practices.