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Conga Support

Adding an Existing Address to a Contract

Any location stored in the Company Profile for a contract can easily be identified as an address for the contract.

  If the contract address has not been captured as a company location, you must add it as a new contract address/company location.

Existing address are added to a contract from the Contract Profile.

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A

Addresses link

Click to display the Addresses browse screen.

B

Edit Addresses button

Click to display a screen that will allow you to assign an existing company address to a contract.

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C

Show/Hide Company Locations toggle button

Click the Show Company Locations button to display the Company Locations section of the screen with a list of all the current locations for the company. The toggle button is used to display/hide the existing company locations that can be added to the contract.

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D

Company Address records

Locate the company address you want to add to the contract.

Note:   If the address is not listed, you must add a new contract address/company location.

E

Add icon

Click on the icon for the address to add it to the contract. The address is automatically added to the Contract Addresses section of the screen.

F

Address Type list

Click in the field to activate it, and then make a selection in the list that most closely identifies the type of address you are adding to the contract.

Note: If you want to edit the information in any of the other fields, click inside a field to activate it, and then type over the existing information in the field or make a different selection in the list.

G

Save button

Click to save your information and add the existing address to the contract.