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Conga Support

Contract People Overview

The people added to a Company Profile are available to be associated with any of the company's contracts via the People link in the Contract Profile. A person is automatically added to the People browse screen in the Contract Profile whenever that person is assigned a responsibility for the contract, which is accomplished by clicking on the Add Responsibility button in the Contract Profile. However, the list of available people for a contract responsibility is limited to the people in the Address Book who have been assigned the responsibility (function) being added to the contract. Conversely, the people who are the points of contact (POCs) for a company must be manually added to the Company Profile by creating a Person Profile using the Add Person button in the People browse screen, which is accessed by selecting the People link in the Links section of the Company Profile.

You can perform the following tasks for the people associated with a contract:

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