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Conga Support

Running a Classic Search

Using the classic search feature, 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 Profile field list. Searching for a name, keyword, or text string displays search results that are grouped by company and contract and each search record is linked to its associated profile.

A

Search field

Enter your search criteria into the field, and depress the Enter key on your keyboard (or click the icon). The screen refreshes and displays the search results, categorized in the Company Search and Contract Search sections.

Note: The Search field is NOT case-sensitive.

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

B

Company Search results

All company records that match the search criteria display in the top section of the screen. Clicking on a company record displays the Company Profile.

Note: The number of search results is displayed in the bottom right in the Company Search section of the screen.

C

Contract Search results

All contract records that match the search criteria display in the bottom section of the screen. Clicking on a contract record displays the Contract Profile.

Note: The number of search results is displayed in the bottom right in the Contract Search section of the screen.

D

Company Search Results Column Display

If you want to change the columns of information that display in the Company Search section, 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 for the contract search results, and then select the fields you want displayed by clicking in the check box to the left of the field.

Note: You can also select which columns of information display in the Contract Search section of the screen.

 

E

Company Documents icon

If you want to view a list of the documents uploaded to a Company Profile, click on the icon. To access any document in the list, click on it to display a window that will allow you to open or save a copy of the document.

Note: You can also view a list of the documents uploaded to a Contract Profile by clicking on any icon in the Contract Search section of the screen.

F

Export to Excel button (Company Search results)

If there are several pages of search results and you want to display all the results in one easy-to-read document, click to generate an Excel spreadsheet showing all the search results. You can also generate an Excel spreadsheet for the search results in the Contract Search section of the screen.

Note: You can also use the navigation icons at the bottom of each section to page through the search results, or enter a value in the Page field to quickly jump to a specific page.

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