You can easily add external people to your Address Book so you can send them email messages whenever they need to be kept informed, or their input is needed, during the contract creation, negotiation, management, renewal, or archival processes.

An External Person is a Person Type representing an individual NOT associated with a specific Company (the way a Company Contact is). This feature allows an individual to be associated with one or more specific contracts via Contract Responsibility as well as to receive Messages and Scheduled Reports from the system and participate in document/esignature packages and supplier registrations using the Portal, and the eSignature cloud when their electronic signature is required on documents. Examples of External People use may be for Person Functions and/or Contract Responsibilities such as "Outside Counsel" or "Auditor."

You can easily add external people to your Address Book (which is accessed as a popup in the "To" fields in Messages, Event Alert Notifications, and Scheduled Reporting) and Tools>People.
Tip: Before adding an external person, ensure that the person has not already been added to Conga Contracts by running a search under Tools > People. If you want to link an external person to a company, add the person as a company person.

  1. Click Tools in the Navigation Toolbar to display the menu, and then click the People link.

  2. In the Person Browse screen, click Add External Person in the toolbar.

    Warning:

    if it is your intention to link a person to a Company, use "Add Company Person" instead. An external person CANNOT be linked to a Company; the External Person record must first be deleted, which may require "unlinking" Contract Responsibilities and other areas where that External Person was referenced, and then added as a NEW Company Person record, then re-linked to Contract Responsibilities, if necessary.

  3. Populate the required fields: First Name, Last Name, and Email Address.

  4. In the Functions list, click on each every function that the external person can have in Conga Contract. 

    Tip:

    To deselect a function, click on the highlighted function.

  5. (Optional) Populate the remaining fields for the external person.
  6. Click Save.