home

Contracts

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

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.

Show Contents

Contracts

People

download

Locating a Person

The people you can search for include other program users, company people (contacts at the companies stored in Conga Contracts), and external people (people who are not program users or company contacts, but participate in Conga Contracts tasks and events using the Portal or eSignature cloud, such as lawyers). Your Address Book is comprised of the program users, company people, and external people that you can message, and assign to tasks and events.

  1. Click Tools in the Navigation Toolbar to display the menu, and then click the People link.
  2. (Optional) In the Person Browse screen, filter the category list by changing the default view from All People to Company People, External People, or Users.
  3. (Optional) Hover over the Search label until it turns blue, and then click on it to display a list of searchable fields. Click in the check box to the left of the fields you want to search.
  4. In the Search field, enter the first few letters of the person's first or last name, and click the magnifying glass. To clear the filter, click x.
    Tip:

    You can also search for a person using any of the other fields in the Search list.

  5. (Optional) Click on the person's icon to to display a history screen showing the date the person was added to Conga Contracts and any changes made to their Person Profile.
  6. Click on the person's record to display their Person Profile.
  7. (Optional) Manage the display of information in the screen:
    • Update the columns that display using the Sort/Column menu.
    • Reorder and resize the columns to manage the display of information in the browse screen.
    • Sort the data in a column by clicking (toggling) on a column heading.
User Guide
Contracts

January 2, 2025