Conga Product Documentation

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Sharing Search Results

Sharing search results allows you to efficiently distribute information to relevant stakeholders. This feature is particularly useful for collaborative projects, ensuring that all team members have access to the latest data and insights. Before sharing, ensure that you have the necessary permissions to distribute the information and that the recipients are aware of the data's relevance to their work.

  1. Click the email header icon () to raise the Share Search Results pop-up.
  2. Select None, HTML, Excel (.xls), Excel (.csv), or PDF to specify the output format of the report.
  3. Enter the following details:
    1. From: Select an email address.
    2. To: Add email addresses of the recipients.
    3. Beside the To field, click CC to add "carbon copy" recipients.
    4. (Optional) Subject: A subject based on your search is already added. You can edit and customize this as needed.
    5. (Optional) The email body contains the search results, to which you can add context if required.
  4. Click Share.


After completing these steps, the search results are shared with the specified recipients in the chosen format. The recipients receive an email containing the search results, along with any additional context you have provided.