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Conga Support

Classic Search

This page applies to: Conga Contracts

Using Classic search, you can quickly search for both text and numbers stored in Company and Contract Profiles. The information that is searched includes the data stored in a Profile text field, as well as a selection made in a field list. Searching for a name, keyword, value/number, or text string displays search results that are grouped by company and contract and each search record is linked to its associated profile.  To locate information in a document that has been uploaded to a Company or Contract Profile, run a document search.

ClassicSearch1.png

  If your Search Results screen does not resemble the one above, you are running an Elastic Search.

A Search field

Enter your search criteria, and click depress the ENTER key on your keyboard (or click ).

The Search field is NOT case-sensitive.

B Company Search section

Review the company search results, which display as linked records to Company Profiles. 

C Contract Search section

Review the contract search results, which display as linked records to Contract Profiles. 

D Download icon Click to display a list of the documents stored in a Contract or Company Profile.
E Documents list Click on a document in the list to open the document in its default application.
F Export to Excel button Click to generate an Excel spreadsheet showing the Company or Contract search results.
G Column display To customize the information in the Company Search and Contract Search sections of the screen, hover over a column heading until the  icon displays, and click on it to open the Columns 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.
H

Show Items list

To change the number of data records that display on each screen, change the default selection.

I

Jump to Page option

To view a specific page of contract records, enter a value in the Page field and press the ENTER key on your keyboard.

J Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.
K Refresh option To return the browse screen to the default view after making changes to the display, click  image053.png.
L Wild Card Operator

The asterisk (*) can be used as a 'wild card' operator before or after a whole or partial word.

Example: Searching for 'Blizz*' should return results for any contracts that have fields with a value containg 'Blizz'.

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