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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

Conga Product Documentation

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Contracts

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Adding a Document

You can add a document to a Company, Contract, or Project Profile from the Documents screen or from the Document Profile screen. When adding a document from the Documents screen, you have the option of using the New Document button in the toolbar or dragging-and-dropping the document from your local system.

Tip: Documents stored in a Profile are secure and access is controlled through your user role(s).

Adding a Document Using the Action Button

Although the Contract Profile is used in the screen shot below, the same steps apply to adding a document in a Company Profile and Project Profile.

  1. Open a Company, Contract, or Project Profile.
  2. In the Links section of the screen, click the Documents link.
  3. In the Documents screen, click New Document in the toolbar.
  4. When the screen refreshes, select a document type in the Document Type list. Document types are added by your Administrator and displayed under categories for easy retrieval, such as Company, Contract, Global, and Project groups.
  5. Click Select in the File field to display an upload window, navigate to the document you want to add, click on it to select it, and click Open.
  6. (Optional) Populate the Author, Effective Date, Current Expiration Date, and Description fields.
  7. Click Save.

    The Document Profile screen displays, where you can perform a variety of tasks for the document:

    • Preview the document
    • Upload a revision to the document
    • Compare the document to an earlier version
    • Edit basic document information
    • Edit the document in MS Word (Direct Editing)
    • Convert the document (Word to PDF, and PDF to Word)
    • Move the document
    • Delete the document

Adding a Document Using Drag & Drop

  1. Open a Company, Contract, or Project Profile.
  2. In the Links section of the screen, click the Documents link to display the Documents screen.
  3. Open Windows Explorer (or equivalent) and navigate to the directory containing the document file you want to add.
  4. Minimize Conga Contracts and Windows Explorer so that you can access both programs simultaneously.
  5. Click the document file in Windows Explorer to select it, drag it into the Conga Contracts Documents screen, and release your mouse.
    • Add more than one document by holding down the CTRL key while clicking additional files in Explorer.
  6. Click in the Document Type field for the document record to enable it, and select a document type in the list. Document types are added by your Administrator and displayed under categories for easy retrieval, such as Company, Contract, Global, and Project groups.
  7. Click the document record to display its Document Profile screen where you can perform a variety of tasks for the document.
User Guide
Contracts

January 2, 2025