Documents can be uploaded and stored in a Company Profile to provide easy access to company documents, such as insurance certificates, financial statements, and MWBE (Minority and Women-owned Business Enterprise) verifications. A document stored in a profile can also be downloaded for review and revision, and then uploaded back to the profile. The Conga Contracts system tracks and identifies the revisions to a document so that the most recent version is always readily apparent and available for use. While any type of document can be uploaded to a profile, the Conga Contracts system was designed to work with MS Word and Adobe PDF files in performing the several tasks that the system can perform.
The tasks that can be performed for a document are available from two locations: Documents browse screen, which displays a list of all the documents stored in the Company, Contract, or Project profile, and the Document Profile, which displays all the stored information on a single document.
Although the linked tasks below were written for a contract document, the steps in each task also apply to a company document.
You can perform the following tasks from the Documents browse screen:
- View the documents stored in the Company Profile, along with some summary information for each document
- View a Document Profile
- Add a document
- Use the Multi-Print function to print some or all of the documents listed in the browse screen
You can perform the following tasks from the individual Document Profiles: