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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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Locating a Person Profile

A Person Profile can be accessed from the Person browse screen in your Tools menu, or the People browse screen in a Company Profile or Contract Profile.

Tip:

A search query can be run to locate a company person, and the Results screen links you to the Company Profile where their Person Profile can be accessed. From the Company Profile, you can also access the company's contracts, and from each Contract Profile you can identify the people who hold a position of responsibility for the contract.

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, select Company People in the list in the toolbar.
  4. Locate the person whose Profile you want to review.
    • Type the first few letters of the person's first or last name in the Search field, and click the magnifying glass. To clear the filter, click x.
  5. Click on their company contact record to display their Person Profile.

Company Profile

  1. Open the Company Profile associated with the company contact.
  2. In the Links section of the Company Profile, click the People link.
  3. In the People browse screen, locate the person whose Profile you want to review.
    • Type the first few letters of the person's first or last name in the Search field, and click the magnifying glass. To clear the filter, click x.
  4. Click on their company contact record to display their Person Profile.

Contract Profile

  1. Open the Contract Profile that has people assigned to contract responsibilities.
  2. In the Links section of the Contract Profile, click the People link.
  3. In the People browse screen, locate the person whose Profile you want to review.
  4. Click on the responsible person's record to display their Person Profile.

Search Query

A search query to locate a company person by last name is shown below.

  1. Click Search in the Navigation Toolbar, and select the Search Query link in the menu.
  2. In the Query Info view of the screen, click New in the toolbar.
  3. When the screen refreshes, set the following hierarchy in the Result Type list to search for a company person:
    • Company→Person
    • Click in the list to display the hierarchy, and click the > icon to the left of the Company folder.
    • Scroll down and click the Person folder.
  4. In the Criteria section, set the search hierarchy for the person's name in the field list:
    • Company→Person→Person Last Name
    • Click in the list to display the hierarchy, and click the > icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the > icon to the left of the Person folder.
    • Scroll down and click the Person Last Name sub-folder.
    • You can also search for a person by their first name or any of the other fields in the Person Profile.
  5. In the Criteria section, define the operator and value(s) for the search:
    • Select Equals in the inclusion list.
    • Enter the person's last name in the value list.
  6. Click Execute in the toolbar to run the query.
  7. When the Results view of the screen displays, click a search record to display its Company Profile.
  8. In the Links section of the Profile, click the People link.
  9. In the People screen, click the person's record to display their Person Profile.
User Guide
Contracts

January 2, 2025