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Conga Support

Filtering your document list

When you’re in Document List view, a list of filters appears in the Table of Contents panel to help you quickly find what you’re looking for.

These filters include:

  • Saved Searches
  • All Documents
  • My Documents
  • Recent Documents: Click the gear icon to choose a time frame.
    • Last 7 Days
    • Last 30 Days
    • Last 60 days
    • Last 6 months
  • Archived Documents
  • Presentations
  • Presentation Templates
  • Proposals
  • Proposal Templates
  • Contracts
  • Contract Templates
  • Drafts: Unpublished documents
  • Open: Published documents that haven’t been accepted or declined
  • Pending Approval: Documents awaiting approval, which can no longer be edited
  • Accepted: Documents that have been accepted by your client
  • Declined: Documents that have been declined by your client

Click any of these filters to place a search operator into our advanced search bar. You can combine these filters to create custom search filters.

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