The Person Profile holds all the contact information for a person associated with a company, along with the functions they can perform in Conga Contracts.

Open the Person Profile from the Person browse screen in your Tools menu, or the People browse screen in a Company Profile.

Data fieldsReview the information captured for the company contact, including their physical address, email address, contact numbers, and the function(s) they hold in Conga Contracts.
Edit Person buttonClick to edit the company contact's information.
Delete Person buttonClick to delete the Profile for the company contact.
Add Person buttonClick to add another contact person to the company.
View History buttonClick review a history of the changes made to the company contact's information.
Browse People buttonClick to return to the People (or Person) browse screen.