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Conga Support

Messaging Overview

The Messaging feature allows you to send and receive email messages from a Contract Profile, Company Profile, or Project Profile. The list of recipients for an email message can include individual program users, company contacts, external participants, or an email distribution list. If you are a program user, you can also reply to a message stored in a Company, Contract, or Project Profile.

Email messages can be sent by selecting the Messaging link in a Company, Contract, or Project Profile; however, messaging is also available in several other program features, including Events, Workflows, Tasks, Document Packages, Scorecards, and Scheduled Reports.

You can perform the following message-related tasks from a Company, Contract, or Project Profile:

  Although the linked tasks below were written for messaging from a Contract Profile, the steps in each task also apply to messaging from a Company Profile and Project Profile.

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