The Home Screen
- Import documents.
- See recently uploaded documents.
- Sort documents by their attributes.
- Review which documents have been submitted for extraction.
- Review:
- Total Documents Uploaded
- Total Documents Present
- Documents Ready for Review
- Documents Ready for Approval
- Documents Processing
- Documents Completed
- Documents in Error
- Documents Deleted
- Open original documents from wherever they are stored: in Conga CLM or in Salesforce. If the repositories are synchronized, you can access either.
Clicking the folder in the left navigation bar opens the Project Dashboard.