Conga Product Documentation

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Locating a Supplier Registration

Supplier registrations are accessible from the Supplier Registrations portlet in your Dashboard, and from the Supplier Registrations link in your Tools menu. An easy way to locate a supplier registration is to search by the name of the supplier.

Supplier Registration Portlet

  1. In the Dashboard, locate (or add) the Supplier Registration Browse portlet.
  2. In the portlet, locate the supplier registration using the available options:
    • Search for a registration by entering the company name or the registration type into the Search field, and pressing the ENTER key on your keyboard.
    • Filter registrations by status using the Status multi-select list.
    • Select Submitted to view only the supplier registrations that are awaiting review.
    • Scroll through the list.
  3. (Optional) Manage the display of information in the portlet:
    • 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.

Tools Menu

  1. Click Tools in the Navigation Toolbar to display the menu, and then click the Supplier Registrations link.
  2. In the Supplier Registration Browse screen, locate the registration using the available options:
    • Search for a supplier registration by entering the company name or the registration type into the Search field, and pressing the ENTER key on your keyboard.
    • Filter registrations by status using the Status multi-select list.
    • Select Submitted to view only the supplier registrations that are awaiting review.
    • Scroll through the list.
  3. (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.