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Conga Support

Search - Browse Screen

This page applies to: Conga Contracts

The Search option that is available from most browse screens allows you to locate one or more data records stored in the screen, such as a specific company or contract listed in the All Companies or All Contracts screen. The browse screens linked to Company and Contract Profiles also contain the Search option, allowing you to quickly locate Documents, Document Packages, People, and Projects. 

The My Place menu contains links to several browse screens that include the Search feature, such as Contract Requests and Approvals, as well as the Person, Global Documents, and Clause browse screens. 

  The Search option that is available from the Navigation Toolbar allows you to run an elastic or classic search on all data stored in Conga Contracts (formerly Novatus). 

SearchBrowse.png

A

Browse screen

Almost all browse screens include the Search option, including the browse screens in your My Place menu, the All Companies and All Contracts screens, and some of the browse screens linked to Company, Contract, and Project Profiles.

B Search field

Enter your search criteria in the field using the first few characters or values and press the ENTER key on your keyboard, or click Click Icon Search Clear.png to clear the filter.

  • Use a leading wild card, denoted by an asterisk (*) if you do not know the first few characters or values.  For example, if you are searching for all the contracts for the Granick company, but do not know if the contract number begins with IND or MAS, indicating an Individual or Master contract, entering *GRA will return all contracts.
  • Use a trailing wild card, denoted by an asterisk (*), to return all records that begin with the criteria you enter.  For example, entering MAS* returns all contracts with a Master Agreement Type.
C Search filter Click Icon SearchList.png to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
D Search results Review the search records that match your criteria.  Click a record to be directed to the Profile or program screen.

     Search results are returned only if you enter the first name, word, or value, or the beginning word in a text string, used in any of the searchable fields for a data record.  For example, if you are searching for a company whose name is Pearson Wallace & Blake, results will be returned if you enter Pearson or Pearson Wallace in the Search field, but no results will be returned if you enter Wallace or Blake.

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