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Conga Support

Managing Document Package Members

The Administrator of a document package can add new members to the package, remove members, and grant Administrator status to individual members of the package.  Members and Administrators of a document package can be program users, as well as company contacts and external participants who access the package from the Novatus Portal.  Each person who is "invited" to join the document package receives an email notification with a link to the document package.

Adding a Member to a Document Package

1.  In the Dashboard, locate the Document Packages portlet. 

  Administrators can also add members to a document package from Current tab in the Document Packages screen in a Contract Profile or from the Current tab in the screen that displays when you click the Document Packages link in your My Place menu.

2.  In the portlet, locate the package that needs the new member or Administrator.

3.  Click on the document package's  icon.

DocPkgInvite.png

4.  In the Invite User dialog box:

  • Click the Add Users tab.
  • Click on the list arrow in the Administrators box to display the Address Book, and select the individuals you want to invite to be Administrators of the document package.
  • Click on the list arrow in the Users box to display the Address Book, and select the individuals you want to invite to be members of the document package.
  • (Optional) Replace or augment the text in the Personal Message field.
  • Click Send Invites.

The selected program users, company contacts, and external participants receive an email invitation to join the document package, which contains a link that directs them to the Document Packages browse screen for the contract document once they log in to Novatus (program users) or the Portal (company contacts and external participants).

Managing Members of a Document Package

1.  In the Dashboard, locate the Document Packages portlet. 

  Administrators can also manage the members of a document package from Current tab in the Document Packages screen in a Contract Profile or from the Current tab in the screen that displays when you click the Document Packages link in your My Place menu.

2.  In the portlet, locate the package that needs the member update.

3.  Click on the document package's  icon.

DocPkgManage.png

4.  In the Invite User dialog box:

  • Ensure the Manage Users tab is selected.
  • (Optional) Click in a member's Admin check box to make them an Administrator of the document package, or clear the check box to remove their Administrator status.
  • (Optional) Click Icon Delete for a member to remove them as a member of the document package.
    • In the Delete Document Package Member confirmation prompt, click Yes.

5.  Click Icon Close.png to close the dialog box.