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Conga Support

Geting Started with Conga Contracts (formerly Novatus)

This page applies to: Conga Contracts (formerly Novatus)

Before using Conga Contracts (formerly Novatus), it is recommended that you:

  • Review the components of a Company Profile, which stores basic information on the company and contains a Toolbar and Links to company-related features.
  • Review the components of a Contract Profile, which stores basic information on the contract and contains a Toolbar and Links to contract-related features.
  • Add navigation, reminder, and charting Portlets to your Dashboard, which keep you updated on your upcoming responsibilities and provide quick links to the companies, contracts, and projects you work on frequently.

Once you have completed these startup tasks, it is recommended that you familiarize yourself with the following:

  • My Place menu, which provides direct links to the information and tasks that directly impact you.
  • Hierarchical Relationships between companies and contracts, which explains how data is stored and structured in Conga Contracts (formerly Novatus).
  • Search feature, which allows you to search for any stored information, from the general to the specific, and run Reports on this information.