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Conga Support

Document Package Wizard

The Document Package Wizard steps you through the process of creating a document package that is used in contract negotiations or other related tasks. The wizard not only identifies the documents that will be stored in the package, but also allows you to select the people who will participate in performing the tasks associated with the documents in the package. Document packages can be stored in Novatus for future reference or deleted when the tasks associated with the package have been completed.

  Before running the Document Package Wizard, make sure all the documents needed for the document package have been uploaded to the Contract Profile.

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