Conga Contracts Navigation Toolbar Updates and New Interface
An overview of the Conga Contracts Navigation Toolbar updates and new interface.
The Conga Contracts toolbar is updated with a new look and interface! Several sections were moved to give you a streamlined experience.
Key changes include:
- The toolbar's color theme is updated from a dark blue background to white.
- The search bar is now located on the left.
- There is a new Home menu option. Click on it to return to your dashboard.
- The Companies menu option now takes you to the All Companies page, and the dropdown has the following options:
- Add Company
- Projects
- The Contracts menu option takes you to the All Contracts page. Requests, Approvals, and Clauses are now located under this dropdown menu, including:
- Add Contact
- My Contracts
- Projects
- The new Documents option takes you to the Global Documents page.
- If you've purchased the Documents Packages add-on, it is available as a dropdown option.
- The new Tools option replaces MyPlace. Reports is now located under this dropdown menu, including:
- Calendar
- Events
- People
- Search Query
- BI Toolbox and Supplier Registrations are listed here if you've purchased these add-ons.
- There are three new icons on the right side of the toolbar that give you the following options:
- Gear Icon
- The Admin section options are now all consolidated here.
- The Admin section options are now all consolidated here.
- Question Mark Icon
- Create a ticket
This option is only available for System Admins.
- View Knowledge Base
- View your Contracts version number
- Create a ticket
- Person Icon
- Click on your name to access User Preferences
- Log Out
Learn more about Conga Contracts and User options in the Conga Contracts User Guide.