Before using Conga Contracts, it is recommended that you perform start-up tasks and familiarize yourself with the Tools menu, Search and Report features, and the hierarchy used to store data.

Before using Conga Contracts, it is recommended that you:

Once you have completed these startup tasks, it is recommended that you familiarize yourself with the following:

  • Tools menu, which provides direct links to the information and tasks that directly impact you.
  • Hierarchical Relationships between companies and contracts, which explains how data is stored and structured in Conga Contracts.
  • Search feature, which allows you to search for any stored information, from the general to the specific, and run Reports on this information.