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Conga Support

My Contracts

This page applies to: Conga Contracts

The My Contracts browse screen displays a list of all the contracts for which you have been assigned a responsibility. The responsibility is stored, and can be viewed, in the Contract Profile screen.

  The contracts for which you have been assigned a responsibility are also listed in the My Contracts portlet in your Home page.

Navigation Toolbar

Click Home to display the menu, and then click the My Contracts link.

Contract records

View a summary of the information for your contracts.

Contract Status list

Make a selection in the list to filter your contracts by status. The default is all contract statuses.

Search list Hover over the Search label until it turns blue Icon SearchList.png, and then click on it to display a list of searchable fields.  Click in the check box to the left of the fields you want to search.

Search field

Locate a specific contract by typing the first few letters of the company name in the Search field, and clicking .  To clear the filter, click .

 You can also search for a contract using any of the other fields in the Icon SearchList.png list.

Contract records display

Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

Document icon

Click to display a list of the documents associated with the contract.

  • To open the document in its default format or download the document, click on a document in the list to display an Open window and follow the onscreen prompts.

Export to Excel button

Click to export all the data in the browse screen to an Excel spreadsheet.

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