Conga Product Documentation

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To add files to a binder

  1. Click Contract Binders in the left navigation bar to open the Contract Binders feature.
  2. Select the binder you will add files to, click the More button that appears next to the "Add a binder" icon, and select Add more files from the dropdown menu.
  3. Select the files you will add to the binder. Files do not have to be from the same folder as the main file. You can add any file you see to the binder, unless it is another binder's main file.
  4. Click PROCEED.
  5. The file or files are added to the binder. All terms and their data are added to the binder's metadata until you specify and assign term values,