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Conga Support

Locating a Document Package Profile

The Document Package Profile stores basic information for the document package or eSignature package, and provides access to additional tasks for the package.  You can open the Document Package Profile for the document packages that you have been invited to join as a member or Administrator, as well as the eSignature packages for which you are a signatory or recipient in the electronic signing process.

You can locate the Document Package Profiles for your document/eSignature packages from:

  • Document Packages portlet in the Dashboard (for packages that have not been submitted for eSignature)
  • eSignature Packages portlet in the Dashboard (for packages that have been submitted for eSignature)
  • My Place menu
  • Contract Profile

Document Packages Portlet

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

2.  In the portlet, locate the package, and click the package's Icon Go To.png icon.

3.  In the Document Packages screen in the Contract Profile, locate the package, and click the package's icon.

eSignature Packages Portlet

1.  In the Dashboard, locate the eSignature Packages portlet if the package has been submitted for eSignature.

2.  In the portlet, locate the package, and click the package's icon.

My Place Menu

1.  Click on MyPlace in the Navigation Toolbar.

2.  In the My Place menu, click the Document Packages link.

3.  In the Document Packages screen, locate the package, and the package's icon.

Contract Profile

1.  Open the Contract Profile containing the document package or eSignature package.

2.  Click the Document Pkgs link.

3.  In the Document Packages screen, locate the package, and click the package's icon.