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Conga Support

Opening a Company Profile

This page applies to: Conga Contracts (formerly Novatus)

A Company Profile provides basic information on the company and also houses the Contract Profiles for all of the company's contracts. The Company Profile contains links to the several program features available for companies, as well as a Profile Toolbar that allows you to perform company-related tasks.

A Company Profile can be opened in three ways:

  • Select Company in the elastic search list in the Navigation ToolbarType the company name in the Search field, and press the ENTER key on your keyboard. In the All Companies screen, click the company record. 
    • For a Classic Search, type the company name in the Search field, and press the ENTER key on your keyboard. In the Company Search section of the Results screen, click the company record.
  • In the Recently Viewed Companies portlet in the Dashboard, locate the company in the list, and click it to select it.
  • Click Companies in the Navigation Toolbar, and click the Browse Companies link in the menu.  In the All Companies screen, locate the company in the list by scrolling or using the Search option.  Click the company record.