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Conga Support

Viewing Global Documents

The Global Documents browse screen contains documents that are available to all users for viewing, downloading, and for use with many of the program features. The browse screen provides a central location to store the documents that need to be accessed by all users, such as a standard contract in draft form.

My Global Docs1A

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Global Documents to display your Global Documents browse screen.

B

Global Document records

View all the global documents at your disposal. To access a global document, click on a document record to open its Document Profile where you can edit the document's information, directly edit the document in Word in Novatus, download it, upload a revision, compare revisions, move the document to another profile, or delete the document.

C

Document Revision Number

If more than one version of the document exists, a number other than "1" appears in the Revision column. To view a document with more than one revision, click on the document record to display the Global Document Profile.

Note: The Revisions section of the Global Document Profile lists all the revisions to the document, along with a download icon that allows you to download a copy of any of the revisions to the document.

D

Search option

To quickly locate a document, type the first few letters of the document name or other identifier in the Search field, and click theimage235.png icon. To clear the filter, click on the image236.png icon.

Note: If you only know part of the document name or other identifier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you wanted to search for all global documents that deal with final contracts, you would enter *final* in the Search field.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

E

Document records display

  • If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want the records sorted by the data in a particular column, click on the arrow icon to the right of the column to display the Sort/Column menu, and then select Sort Ascending (A-Z or 0-9) or Sort Descending (Z-A or 9-0). You can also click on a column heading to toggle the sort order of the data in the column.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

F

Document icon

Click on the icon to display a prompt that will allow you to open the document in its default format or download the document.

Note: Based on the browser you are using, one of the following prompts will display:

  • Opening window (Firefox) - Click OK to open the file, or select the Save radio button to open a window that allows you to rename the file and navigate to the location on your PC where you want to save the file, and then click the OK button.
  • Download bar (Internet Explorer) - Click on the Open button to open the file in Adobe Reader (or Acrobat), or click the Save → Open Folder buttons to open a Download window that allows you to navigate to the location on your PC where you want to save the file.
  • Download tab (Chrome) - Click on the tab to display the file in a new browser window where you can save, print, and rotate the file.

G

New Document button

Click if you want to add a document to the Global Documents Repository.

Note: If the New Document button is not present, you do not have the permission to add global documents.

H

Multi-Print button

Click if you want to use the Multi-print feature, which allows you to print two or more PDF documents simultaneously.

I

Export to Excel button

Click if you want to export the information displayed in the screen to an Excel spreadsheet.

J

Show Items list

Click on the list arrow in the Show items list if you want to change the number of data records that display on each screen. The default is 25 records per screen, but you change the default to 5, 10, 50, or 100.

K

Jump to Page options

Enter the page you want to view in the Page field and hit the Enter key on your keyboard. You can also use the previous and next arrow icons to move forward or back one page. To jump to the first/last page, use the first page and last page icons.