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Conga Support

Locating a Document or eSignature Package

A document package is created when the Document Package Wizard or the eSignature Package Wizard is run.  You can open 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 your document/eSignature packages from:

Document or eSignature Packages Portlet

1. In the Dashboard, locate (or add) the Document Packages or eSignature Packages portlet. 

  • Use the Document Packages portlet to locate a package that has not been submitted for eSignature.
  • Use the eSignature Packages portlet to locate a package that has been submitted for eSignature.

2.  In the portlet, locate the package by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.

  • Click on a document (or Signer) record to display the document (or eSignature) package in a new browser window.
  • Click on an icon to perform a task for the package, or a document in the package.
  • Click  to display the Document Package Profile to perform additional tasks for the package and/or documents in the package.

3.  (Optional) Manage the display of information in the portet:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

My Place Menu

The Document Packages browse screen that is accessed from your My Place menu contains only the document packages where you have been named as a member or Administrator.

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 by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.

  • Click on an icon to perform a task for the package, or a document in the package.
  • Click  to display the Document Package Profile to perform additional tasks for the package and/or documents in the package.

4.  (Optional) Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

DocPkgCon2.png

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 by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.

 You can also search for a document package using any of the other fields in the  Icon Search2.png  list.

  • Click on an icon to perform a task for the package, or a document in the package.
  • Click  to display the Document Package Profile to perform additional tasks for the package and/or documents in the package.

4.  (Optional) Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

DocPkgCon3.png