home

Contracts

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Contracts

People Lists

download

Identifying a Required Person Profile Field

Contracts requires that the Name and Email Address fields and the Functions multi-select list in the Person Profile screen must be populated. In addition to these system-required fields, a user with the List Admin permission can designate additional fields that users must populate.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Lists links.
  2. In the List Administration screen, type people into the Search field, and press the ENTER key on your keyboard.
  3. When the results display in the Fields List section, locate the People (2 Items) category.
    Tip:

    If People Fields 1-5 display in the results, these additional fields have not been renamed for use in the User Profile, and list items have not been added. Once these tasks are completed, the People Fields do not display in the People category, but can be located by entering person in the Search field.

  4. In the People category, click People Required Fields to display a list of the optional fields in the Person Profile that can be designated as required fields.
    Tip:

    A Person Profile is created by (1) selecting the People link in a Company Profile, and (2) selecting the Add External Person or Add Company Person button in the Person Browse screen, which is accessed from your Tools menu.

  5. Click the Required check box for a field to make it required in the Person Profile screen.
    • Clear the check box to make the field optional.
  6. Click Save.
Administrator Guide
Contracts

January 2, 2025