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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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Reviewing a Company Contact's History

The History option for a Person Profile records and stores all changes made to the profile, and can be accessed from two locations: Person browse screen in your Tools menu, or the People browse screen in a Company Profile.

People Browse Screen - Company Profile Adding a Company Contact

  1. Open the Company Profile with the company contact whose history you want to review.
  2. In the Links section of the Company Profile, click the People link.
  3. In the People browse screen, locate the record for the company contact.
    • Type the first few letters of the person's first or last name in the Search field, and click the magnifying glass icon. To clear the filter, click x.
  4. Click the company contact's clock icon.
  5. In the History screen, review the changes made to the information for the company contact. A change has been made if there is information in the Updated Value column. The Original Value column displays the original information, or is blank if the field was not populated when the Person Profile was initially created.

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, locate the company contact whose information 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 icon. To clear the filter, click x.
  4. Click the company contact's clock icon.
  5. In the History screen, review the changes made to the information for the company contact.A change has been made if there is information in the Updated Value column. The Original Value column displays the original information, or is blank if the field was not populated when the Person Profile was initially created.
User Guide
Contracts

January 2, 2025