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Conga Support

Adding a Document

This page applies to: Conga Contracts

You can add a document to a Company, Contract, or Project Profile from the Documents screen or from the Document Profile screen.  When adding a document from the Documents screen, you have the option of using the New Document button in the toolbar or dragging-and-dropping the document from your local system.

Documents stored in a Profile are secure and access is controlled through your user role(s).

Adding a Document Using the Action Button

  Although the Contract Profile is used in the screen shot below, the same steps apply to adding a document in a Company Profile and Project Profile.

1.  Open a Company, Contract, or Project Profile.

2.  In the Links section of the screen, click the Documents link.

3.  In the Documents screen, click New Document in the toolbar.

DocumentAdd2.png

4.  When the screen refreshes, select a document type in the Document Type list.

  Document types are added by your Administrator and displayed under categories for easy retrieval, such as Company, Contract, Global, and Project groups.

5.  Click Icon Select.png in the File field to display an upload window, navigate to the document you want to add, click on it to select it, and click Open.

6.  (Optional) Populate the Author, Effective Date, Current Expiration Date, and Description fields.

7.  Click Save.

The Document Profile screen displays, where you can perform a variety of tasks for the document:

Adding a Document Using Drag & Drop

1.  Open a Company, Contract, or Project Profile.

2.  In the Links section of the screen, click the Documents link to display the Documents screen.

3.  Open Windows Explorer (or equivalent) and navigate to the directory containing the document file you want to add.

4.  Minimize Conga Contracts (formerly Novatus) and Windows Explorer so that you can access both programs simultaneously.

5.  Click the document file in Windows Explorer to select it, drag it into the Conga Contracts (formerly Novatus) Documents screen, and release your mouse.

  • Add more than one document by holding down the CTRL key while clicking additional files in Explorer.

6.  Click in the Document Type field for the document record to enable it, and select a document type in the list.

  Document types are added by your Administrator and displayed under categories for easy retrieval, such as Company, Contract, Global, and Project groups.

7.  Click the document record to display its Document Profile screen where you can perform a variety of tasks for the document.