Conga Product Documentation

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Project Messaging

The Messaging feature allows email messages to be sent, received, and stored in a Project Profile. Messages are automatically added to a Project Profile when any of the Company and/or Contract Profiles added to the project have messages stored in their Profile. A message that is specific to the project is sent using the Messaging window in the Project Profile, which displays when the Messaging link is selected.

The Messaging feature allows email messages to be sent, received, and stored in a Project Profile. Messages are automatically added to a Project Profile when any of the Company and/or Contract Profiles added to the project have messages stored in their Profile. A message that is specific to the project is sent using the Messaging window in the Project Profile, which displays when the Messaging link is selected. The recipients for a message can be individual program users, company contacts, external participants, or an entire distribution list.

Tip: Messaging is also available in several other program features, including Events, Workflows, Flows, Document Packages, Scorecards, and Scheduled Reports.

You can perform the following activities related to a project message: