Conga Product Documentation

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Details Tab

The Details tab, adjacent to the Review tab in the document review interface, contains these fields:

  • Document Name
  • Record Type

  • Worksheet Name
  • Review Level
  • Review completed by
  • Owner
  • Assignee
  • Document comment

The Document Name, Worksheet Name, Review Level, "Review completed by", and Owner fields are populated from the back end. You can select the record type and assignee and enter comments in the "Document comment" box.