The Dashboard is the screen that displays once you log in to Conga Contracts. You can return to the Dashboard at any time by clicking the Conga Contracts (or other) logo, located in the top left corner of every program screen.
You can add portlets to the Dashboard, which are miniature navigation windows that allow you to quickly link to the companies, contracts, projects, and other stored data that you regularly access.
From the Dashboard, you can use the Navigation Toolbar to access the browse and input screens for the companies, contracts, and projects stored in Conga Contracts, run searches and generate reports on stored data, and access the tasks and information that directly affect you from the My Place menu.
The Welcome screen displays in the Dashboard when you log in to Conga Contracts.
To return to the Dashboard from any program screen, click the logo in the upper left corner of any screen.
|B||Portlet||The default portlets that display in your Dashboard are determined by your System Settings Admin. The default portlets are Recently Viewed Companies, Recently Viewed Contracts, and Active Workflow Items.|
|C||Add Portlet button||Click to add a portlet to your Dashboard.|
|D||Remove icon||Click to remove a portlet from the Dashboard.|
To customize the information in a portlet, hover over a column heading until the icon displays, and click it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
Click on a column heading to change the sort order of the data.
You cannot sort the data in any of the Recently Viewed portlets.
|G||Resize and Reorder Columns||
Click to display a prompt or window and modify the properties for the portlet:
|I||Collapse icon||Click to collapse a portlet so that only the header displays. Click to redisplay the entire portlet.|
|J||Tabs||If present, click on a tab to display a different view of the data.|
|K||Jump to Page option||To view a specific page of records, enter a value in the Page field and press the ENTER key on your keyboard.|
|M||Refresh option||To return the portlet to the default view after a running a search or making changes to the display, click .|
|N||Resize Portlet icon||Hover over the symbol between two portlets until the resize icon displays. Then, click on the icon and drag it to the right to increase the width of the portlet on the left, or drag it to the left to increase the width of the portlet on the right.|