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Conga Support

Add Records Inline

This feature requires some additional configuration steps to add the Add Inline option to the New object button. See Create an Add Inline Option for instructions.

  1. Click the drop-down arrow next to Object and click Add Inline to add an empty record. 
  2. Fill in the new record information.
  3. Repeat these steps to add multiple records.
  4. Click Save to save your edits.

If multiple records have similar information, use the Clone action instead of Add Inline to create new records.

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