Skip to main content
Conga Support

Project Documents

Project documents include those documents that are automatically added to the project whenever a Company or Contract Profile that houses documents is added to the project, as well as the documents that you add to the project via the Documents link or the Workflows link in the Project screen.

The tasks that can be performed for a document are available from two locations: Documents browse screen, which displays a list of all the documents stored in the Project Profile, and the Document Profile, which displays all the stored information on a single document.

  Although the linked tasks below were written for a contract document, the steps in each task also apply to a project document.

You can perform the following tasks from the Documents browse screen:

  • Add a document. When adding a project document, the option window below displays since you can add a document to the Project Profile, as well as any of the Contract or Company Profiles housed in the profile.

image1105.png

When you choose the Select a contract or company radio button, a window displays with a list of the Contract and Company Profiles contained in the project. Once you select a profile, the document you add to the Company or Contract Profile is not restricted to the project - it is also added to the profile in Novatus.

If the document is confidential or proprietary and you do not want other users to view the document, choose the Select the current project radio button to limit access to the document to yourself and/or the members of your Project Team.

You can perform the following tasks from the individual Document Profiles:

  • Was this article helpful?