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Conga Support

Editing a Document Profile

This page applies to: Conga Contracts

The Document Profile includes both system information and uploaded documents. System information includes the document type, file name and type, revision number, description, and its effective and expiration dates. The documents uploaded to the profile can be previewed, compared, downloaded, moved, deleted, directly edited in MS Word, converted between Word and PDF formats, and a contract document can be used to true-up the fields in the Contract/Company Profiles.

1.  Open the Document Profile for the company, contract, or project document whose information you want to edit.

2.  In the Document Profile screen, click Edit Document Information in the toolbar.

3.  When the screen displays in edit mode, you can edit the following fields and lists:

  • Document Type
  • Filename
  • Author
  • Effective Date
    • Click Icon Calendar1.png to use the pop-up calendar to select the date.
  • Current Expiration Date
  • Description

4.  Click Save.