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Conga Support

Locating a Global Document

You can quickly locate any of the global documents that have been shared with you using the Search option in the Global Documents browse screen.

1.  Click My Place in the Navigation Toolbar to display the menu, and then click the Global Documents link.

2.  (Optional) In the Global Documents screen, 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.

3.  In the Search field, enter the first few letters of the document name, or other identifier, and click .  To clear the filter, click .

You can also search for a global document using any of the other fields in the Icon SearchList.png list. To search for a name, word, value, or text string, that is not the leading text/value for any of the searchable fields for the document, precede your search criteria with the wild card symbol, the asterisk (*).  For example, to search for all global MS Word documents, enter *msword in the Search field, and make sure File Type is selected in the Search list.

4.  Click on the document record to display the Global Document Profile.


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