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Conga Support

Cloud Storage: Adding Cloud Attachments

The attachment link is always up to date with the most current version of the file on your cloud platform. Deleting or moving a file from your cloud platform won’t delete it from your documents, however, so remember to remove deleted attachments from your saved templates. You can add attachments to any document you have yet to publish (draft only). Adding an attachment includes an option for using cloud files from any of these platforms:

  • Amazon s3
  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • SharePoint
  • Salesforce Files

How to attach a document from a cloud platform:

  1. From the document (draft only) you’d like to attach files to, click Attachments in the Table of Contents panel
  2. In the popup window that appears, click Cloud File
  3. From our available cloud platform connections, click the one you want
  4. Follow the prompts to sign in to your platform (your credentials aren’t stored; you can see and revoke access from your cloud platform)
  5. Click the file you want
  6. Click the Select button (your document attaches to your draft)
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