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Conga Support

Adding a Contract and Attachment

Once you create a document package using the Document Package Wizard, and select the documents that will be negotiated in the package, you may need to add an attachment for one of the documents, or add a new contract as negotiations progress.

Adding an Attachment to a Document Package

1.  Click on MyPlace in the Navigation Toolbar.

  You can also add an attachment from the Document Packages screen in a Contract Profile.

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.

4.  Click the package's icon.

5.  In the Document Package Profile, ensure the Documents tab is selected in the bottom section of the screen.

6.  Click Add Attachment.

7.  In the Upload Document dialog box:

  • Click Browse, and follow the onscreen prompts to locate and select the document attachment.
  • Enter a description of the attachment in the Notes field.
  • Click Upload.

  When an attachment is added to a document package, the word "Attachment" will be displayed in the Negotiation column for the document in the Document Packages screen.

Adding a Contract to a Document Package

Before a new contract document can be added to a document package, it must be uploaded to the Contract Profile. If the new contract is replacing an existing contract in the package, be sure to delete the old contract.

1.  Click on MyPlace in the Navigation Toolbar.

  You can also add a contract from the Document Packages screen in a Contract Profile.

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.

4.  Click the package's icon.

5.  In the Document Package Profile, ensure the Documents tab is selected in the bottom section of the screen.

6.  Click Add Contract.

7.  In the Upload Contract dialog box:

  • Locate the contract you want to add to the document package, and select its check box.
    • To select all the documents, click in the first check box, located to the left of the Revision column.
  • Click Upload.