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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

Events

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Events Screen

A list of the events that have been created for a contract or company are displayed in the Events browse screen in a Contract Profile or Company Profile. The status of an email alert for an event can be Scheduled, Due, Escalated, Past Due, and Closed. Contracts continues to send out emails messages for all events, except closed events, unless an end date was stipulated.

A list of the events that have been created for a contract or company are displayed in the Events screen in a Contract Profile or Company Profile. The information that displays in the screen, such as event date and status, can be customized to meet your at-a-glance viewing needs. The status of an email alert for an event can be Scheduled, Due, Escalated, Past Due, and Closed. Contracts continues to send out emails messages for all events, except closed events, unless an end date was stipulated.

The events for which you will receive an email alert are displayed in the Upcoming Events portlet in your dashboard. The events you have created are displayed in your My Events screen, which is accessed by selecting the Events link in your Tools menu.

To access the Events screen, open a Contract or Company Profile.

Although the Contract Profile is used in the screen shot below, the components are the same in a Company Profile.

Events link

Click to display the Events screen.

Event records

  • View a list of the events for the contract or company.
  • Click on an event record to open its Event Profile where you can edit the event, complete it, close it if it is part of an event series, view its completion history, delete it, and subscribe (or unsubscribe) to the event.

Tip: Events may also have attached documents, which can be viewed from the Profile.

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

Column Display option

To customize the information in a browse screen, hover over a column heading until the v icon displays, and click it to display the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

Reorder and Resize Column options

  • To resize a column, hover over the right or left border of the column heading until the resize window icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

Navigation options

Enter the page you want to view in the Page field and press the ENTER key on your keyboard. Or use the previous << and next > arrow icons to move forward or back one page, and the first page << and last page >> icons.

New Event button

Click to add an event.

User Guide
Contracts

January 2, 2025