The Administrator Navigation Toolbar displays along the top of every screen and includes the following options: Search, Home, Companies, Documents, and Tools. More options display when you click the gear icon, question mark icon, or person icon. Each menu option in the toolbar includes links that allow you to program data and/or perform tasks.
Menu Option
Action
Home
This link returns you to the home page.
Companies
The Companies menu option now takes you to the All Companies page, and the dropdown has the following options:
Add Company
Projects
Contracts
The Contracts menu option takes you to the All Contracts page, and displays the following:
Add Contact
My Contracts
Clause Library
Projects
Requests
Documents
The Documents option takes you to the Global Documents page.
If you've purchased the Documents Packages add-on, it is available here as a dropdown option.
Tools
The new Tools option displays the following:
Calendar
Events
People
Reports
Scheduled Reports
Search Query
BI Toolbox and Supplier Registrations are listed here if you've purchased these add-ons.
Gear Icon
The Admin options are available here, which include the following:
Additional Forms
Advanced Edit
Bulk Upload
Company Flow Templates
Contract Request Types
Creation Templates
Email Distribution Lists
Event Alert Templates
Global Messaging
Lists
Roles
Profile Rules
Project Flow Templates
Routing Tables
Scorecards
System Settings
Task Lists
Users
Question Mark Icon
The question mark icon displays the following:
Create Ticket
View Knowledge Base
Conga Contracts Version Number
Person Icon
The person icon displays the following:
Your user name. Click on your user name to access User Preferences.