Conga Product Documentation

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Reviewing an Event's Completion History

Once an event has been completed or an event series has been closed, you can view the information that was recorded for the completion or closure.

  1. Locate the event whose completion history you want to review in your in your Upcoming Events portlet, Tools Menu, or the Events screen in a Contract or Company Profile.
  2. Click the event record to display its Event Profile.
  3. In the Event Profile screen, click Completion History in the toolbar.
  4. When the screen refreshes, review the information, which includes the name of the user who completed/closed the event/series, the date, and the notes provided by the user who closed the event or series.
  5. Click Back to Event to return to the Event Profile.
  6. Click Browse Events to return to the Events screen in the Contract or Company Profile.