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Conga Support

Adding a Global Document

You can share a document with other Novatus program users by adding it as a global document, which makes it available for viewing, download, and use in several program features.

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

New Document button

Click to display the New Global Document screen.

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

C

Document Type list

Click on the list arrow to display a list of available document types, and then select the type of document you are adding.

D

Select button

Click to display a File Upload window that will allow you to locate and select the document file to be added to the profile.

E

Optional fields

Enter the optional information for the new document: Author, Effective Date, Current Expiration Date, and Description. Click on the icon in the date fields to display a pop-up calendar to help locate a date.

F

Save button

Click add the document and display its Document Profile.