Conga Product Documentation

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Locating a Document Package Profile

The Document Package Profile stores basic information for the document package or eSignature package, and provides access to additional tasks for the package. You can open the Document Package Profile for the document packages that you have been invited to join as a member or Administrator, as well as the eSignature packages for which you are a signatory or recipient in the electronic signing process.

You can locate the Document Package Profiles for your document/eSignature packages from:

  • Document Packages portlet in the Dashboard (for packages that have not been submitted for eSignature)
  • eSignature Packages portlet in the Dashboard (for packages that have been submitted for eSignature)
  • Documents Menu in the Navigation Toolbar
  • Contract Profile