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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

Company Links

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Events Link

The Events link in a Company Profile is used to display the Events browse screen, which stores all the events that have been added for the company. The link is appended by a number, indicating the number of events contained in the profile.

To access the Events browse screen, open a Company Profile, and scroll down to the Links section of the screen.

The events for which you have some measure of responsibility are viewed from Tools Menu or the Upcoming Events portlet your in your Dashboard.

Events link

Click to display the Events browse screen.

Event records

Review the events that have been scheduled for the company.

  • Click on an event record to display its Event Profile with additional information for the event.
  • From the profile, you can edit information for the event, complete the event, or delete it. If the event is part of a series, you can close the event series from the Event Profile, as well as view the completion history for the series.

Column display

To customize the information in a browse screen, hover over a column heading until the column icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

Reorder and Resize Columns (linked browse screens)
  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

New Event button

Click to create a company event.

When a user is designated as an event owner or identified as a person to be notified about the event, Conga Contracts automatically sends periodic email messages to all interested parties regarding the upcoming event.

User Guide
Contracts

January 2, 2025