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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
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 People

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Adding a Company Contact

You can add a contact person to a company from two locations: Person browse screen in your Tools menu, or the People browse screen in a Company Profile.

A user with the appropriate permissions can add a contact person to a company from two locations: Person browse screen in your Tools menu, or the People browse screen in a Company Profile. They must be a Full user and hold a role with full access to the company group to which the Company Profile belongs.

People Browse Screen - Company Profile Locating a Person Profile

  1. Open the Company Profile that needs the company contact.
  2. In the Links section of the Company Profile, click the People link.
  3. In the People browse screen, click Add Person in the toolbar.
  4. When the screen refreshes, create a Person Profile for a company contact:
    • Populate the required fields.
    • In the Functions list, click on all the functions that the person can have in Conga Contracts.
    • Click on a selected function to deselect it.
    • (Optional) Populate the remaining fields.
    • In entering a phone number, enter the area code, followed by the phone number, such as 407-555-3770 or (407) 555-3770. To enter an extension, enter an "x" followed by the extension number, such as 407-555-3770 x47. If you incorrectly enter a phone number, the Phone Number Entry window displays to assist you.
    • Click Save.

Person Browse Screen - Tools Menu

  1. Click on Tools in the Navigation Toolbar.
  2. In the Tools menu, click the People link.
  3. In the Person Browse screen, click Add Company Person in the toolbar.
  4. In the New Company Person window:
    • Click in the Company Name field to display a searchable list of existing companies.
    • Locate a company by entering the first few characters of the company name in the Search field, and clicking the magnifying glass.
    • Click on the company name to select it.
    • Click Submit.
    • When the Company Profile displays for the selected company, follows Steps 4-7 above in Person Browse Screen - Company Profile.
    • Click the New Company link to add a new Company Profile for the company contact.
    • In the New Company Entry screen, populate the required fields, and click Save.
    • Follow Steps 2 - 7 above in Person Browse Screen - Company Profile.
User Guide
Contracts

January 2, 2025