Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

Configuration Overview

Several Contracts program features must be configured prior to use, including screen Lists, Additional Forms, Additional Fields, Profile Rules, Creation and Event Alert Templates, Contract Request Types, Flow and Workflow Templates, Supplier Registration Types, Scorecards, Task and Distribution Lists, and System Settings.

Administrators must configure several of the system features before Contracts is ready for use. Configuration of these features is accomplished from the Admin menu in the Navigation Toolbar, which also contains Security components (Users and Roles) and Global components (Advanced Edit, Global Messaging, System Settings, and Bulk Data Upload Tool).