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Conga Support

My Contracts

The My Contracts browse screen displays a list of all the contracts for which you have been assigned a responsibility. The responsibility is stored, and can be viewed, in the Contract Profile screen.

  The contracts for which you have been assigned a responsibility are also listed in the My Contracts portlet in your Dashboard. 

My Contracts1.png 

A

Navigation Toolbar

Click My Place to display the menu, and then click the My Contracts link.

B

Contract records

View a summary of the information for your contracts.

C

Contract Status list

Make a selection in the list to filter your contracts by status. The default is all contract statuses.

D

Search list Hover over the Search label until it turns blue Icon SearchList.png, and then click on it to display a list of searchable fields.  Click in the check box to the left of the fields you want to search.

E

Search field

Locate a specific contract by typing the first few letters of the company name in the Search field, and clicking .  To clear the filter, click .

 You can also search for a contract using any of the other fields in the Icon SearchList.png list.

F

Contract records display

Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

G

Document icon

Click to display a list of the documents associated with the contract.

  • To open the document in its default format or download the document, click on a document in the list to display an Open window and follow the onscreen prompts.

H

Export to Excel button

Click to export all the data in the browse screen to an Excel spreadsheet.

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