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Conga Support

Checking Documents In and Out

During negotiations, some or all of the documents in a document package may need to be revised. If you are a member or Administrator of the document package, you can check out a document that needs to be revised, update it, and then check the revised document back into the package. Whenever you check out a document, it is unavailable to other members of the package until you check the document back in again.

Whenever a document is checked in or out of the package, email notification is sent to all members and Administrators of the document package, notifying them of the status change for the document being negotiated.

If you want to download a copy of a contract document just to review it (and not make any revisions), use the Download Document option.

 

Checking Out a Document

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

  You can also check a document out of the package from the 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 with the document you want to check out for revision.

3.  In the document package, locate the document, and click its icon.

4.  In the Download Document prompt:

  • Click the download document link to download copy of the document you are checking out of the package.
  • Click OK.

Checking In a Document

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

  You can also check a document back in to the package from the Checked Out tab in the Document Packages screen in a Contract Profile, or from the Checked Out 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 containing the document you want to replace with your revised version of the document.

3.  In the document package, locate the document, and click its  icon.

4.  In the Upload New Document Revision prompt:

  • Click Select, navigate to your document revision, and follow the onscreen prompts.
  • Enter a description of the revisions you made to the document in the Notes field.
  • (Optional) Select the Keep file checked out check box to make the document available to you for future revisions, but unavailable to other members of the document package.
  • Click Upload.