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Conga Support

Adding a New Contract Address

If the address you want to add to a contract was not captured as a location in the Company Profile, you can add the location to the Company Profile and then add the address to the Contract Profile.  Alternatively, you can perform both functions from the Contract Profile by adding the new company location, and then adding the new address to the Contract Profile.

Addresses can be 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 add a new 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

Verify that the company address you want to add to the contract is not listed.  If the address is listed, you can add the existing address to the contract.

E

New Company Location button

Click to display a screen that will allow you to add a new company location. You can also add a location from the Company Profile using the Locations feature.

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F

Location Name field

Enter a descriptive name for the new location.

Note: If you need help populating a field, mouse over the icon (if present) to display a pop-up with information or instructions.

G

Address fields and list

Populate the known address fields (Address Line 1, Address Line 2, City, State/Province, and Postal Code), and make a selection in the Country list.

H

Location Type list

Make a selection in the list that most accurately describes the type of contract address you are adding.

I

Phone Number fields

Provide the known contact number(s) for the new address by populating the Phone Number and Fax Number fields.

Note: In entering a phone number, enter the area code, followed by the phone number (e.g., 407-555-3770 or (407) 555-3770). To enter an extension, simply enter an "x" followed by the extension number (e.g., 407-555-3770 x 47). If you incorrectly enter a phone number, the Phone Number Entry window displays to assist you.

J

Save button

Click to save your information and add the company location.

Note: Once you add the new location, it becomes an existing location/address. You must then add the existing address to the Contract Profile.