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Conga Support

Opening a Contract Profile

This page applies to: Conga Contracts

The Contract Profile provides basic information on a contract, and the Profile contains links to the several program features available for contracts, as well as a Profile Toolbar that allows you to perform contract-related tasks.

A Contract Profile can be opened in four ways:

  • Select Contract in the elastic search list in the Navigation ToolbarType the company name associated with the contract in the Search field, and press the ENTER key on your keyboard. In the All Contracts screen, locate the contract record link, and click on it. 
    • For a Classic Search, type the contract number, or other identifier, in the Search field, and press the ENTER key on your keyboard. In the Contract Search section of the Results screen, click the contract record link.
  • In the Recently Viewed Contracts portlet in the Dashboard, locate the contract in the list, and click on it.
  • Click Contracts in the Navigation Toolbar, and click the Browse Contracts link in the menu.  In the All Contracts browse screen, locate the contract in the list by scrolling or using the Search option.   Click the contract record link.
  • Open a Company Profile and click the Contracts link.  In the Contracts screen, locate the contract in the list, and click on it.