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Conga Support

Classic Search

Using Classic search, you can quickly search for both text and numbers stored in Company and Contract Profiles. The information that is searched includes the data stored in a Profile text field, as well as a selection made in a field list. Searching for a name, keyword, value/number, or text string displays search results that are grouped by company and contract and each search record is linked to its associated profile.  To locate information in a document that has been uploaded to a Company or Contract Profile, run a document search.

SearchClassic.png

  If your Search Results screen does not resemble the one above, you are running an Elastic Search.

A Search field

Enter your search criteria, and click depress the ENTER key on your keyboard (or click ).

The Search field is NOT case-sensitive.

B Company Search section

Review the company search results, which display as linked records to Company Profiles. 

C Contract Search section

Review the contract search results, which display as linked records to Contract Profiles. 

D Download icon Click to display a list of the documents stored in a Contract or Company Profile.
E Documents list Click on a document in the list to open the document in its default application.
F Column display To customize the information in the Company Search and Contract Search sections of the screen, hover over a column heading until the  icon displays, and click on it to open the Columns menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
G

Show Items list

To change the number of data records that display on each screen, change the default selection.

H

Jump to Page option

To view a specific page of contract records, enter a value in the Page field and press the ENTER key on your keyboard.

I Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.
J Refresh option To return the browse screen to the default view after making changes to the display, click  image053.png.
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