The toolbars of all program screens contain action buttons for performing tasks. The Company Profile and Contract Profile screens, which are at the top two levels of the Conga Contracts hierarchy, contain both action buttons and wizards.

The toolbars of the Company Profile, Contract Profile, and Document Profile contain action buttons that access program features and perform tasks. Other program screens also contain toolbars with action buttons that are specific to the feature/task.

Company Profile Toolbar

The buttons in the Company Profile Toolbar allow you to:

  • Edit Company information
  • Add a Contract Profile (root or incorporated) to the Company Profile
  • Use Admin Tools (Merger/Acquisition wizard, Change Name wizard, Archive feature, and Mark as Entity feature)
  • Create Workflows using a wizard
  • Start Flow on a legacy Company Profile
  • Generate a One-Click Report
  • Run any of the Reports you have created
  • Display the Browse Companies screen
  • Print the contents of the Profile screen
  • Access the online Help system

Contract Profile Toolbar

The buttons in the Contract Profile toolbar allow you to:

  • Edit Contract information
  • Copy a Contract
  • Add Incorporated contract
  • Archive a contract
  • Use Wizard Tools (Renew Contract wizard, Document Package wizard, eSignature Package wizard, and Assign Contract wizard)
  • Run Creation Wizard
  • Create Workflows using a wizard
  • Start Flow on a legacy Contract Profile
  • Generate a One Click Report
  • Run any of the Reports you have created
  • Display the Browse Contracts screen
  • Print the contents of the Profile screen
  • Access the online Help system

Document Profile Toolbar

The buttons in the Document Profile toolbar allow you to:

  • Add a New Document
  • Edit Document Information
  • Open in Word to perform direct edits in Conga Contracts
  • Download Document
  • Upload New Revision of a document
  • Compare Revisions of a document
  • Preview the document in a secondary window where you can manipulate, print, and download the document
  • Delete Document
  • Move Document to another Profile
  • Convert to Word/PDF to convert a DOC file to a PDF file, and vice versa