Skip to main content
Conga Support

Getting Started with Conga Contracts

This page applies to: Conga Contracts

Before using Conga Contracts, it is recommended that you:

  • Review the components of a Company Profile, which stores basic information on the company and contains a Toolbar and Links to company-related features.
  • Review the components of a Contract Profile, which stores basic information on the contract and contains a Toolbar and Links to contract-related features.
  • Add navigation, reminder, and charting Portlets to your Home page, which keep you updated on your upcoming responsibilities and provide quick links to the companies, contracts, and projects you work on frequently.

Once you have completed these startup tasks, it is recommended that you familiarize yourself with the following:

  • Tools menu, which provides direct links to the information and tasks that directly impact you.
  • Hierarchical Relationships between companies and contracts, which explains how data is stored and structured in Conga Contracts.
  • Search feature, which allows you to search for any stored information, from the general to the specific, and run Reports on this information.
  • Was this article helpful?