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Conga Support

Document Type Missing From List

Question or Problem

  • When adding a document to a Company, Contract, or Project Profile, the Document Type list in the Document Profile doesn't contain the correct type of document.
  • When editing a document from the Documents screen in a Company, Contract, or Project Profile, the Document Type list doesn't contain the correct type of document.

Solution and/or Cause

Security can be applied to individual document types. If you do not have permissions to a document type, it will not appear as a selection in the Document Type list in a Document Profile. Contact your System Administrator, who can grant you viewing permissions to a document type through your user role.