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Conga Support

Sending a Message

You can send an email message from a Company, Contract, or Project Profile, as well as reply to a message from a profile. The Messaging feature is also available in other program components, including Events, Workflows, Tasks, Document Packages, Scorecards, and Scheduled Reports.

  You can also send a message from the Recent Messages Portlet in your Dashboard by clicking on a message record, which will link you to the Messaging window in the Company, Contract, or Project Profile.

An email message is sent from the Messaging window in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to sending a message in a Company Profile and a Project Profile.

A

Messaging link

Click to display the Messaging window in the profile.

B

New Thread button

Click to refresh the window and display fields that allow you to create an email message.

C

Message To field

Click on the list arrow to display the Address Book, which you can use to select both individual recipients for the email message, as well as an email distribution list. When a distribution list is selected, the names of the people on the list display.

Note: You can also click in the field and type the first few characters of an email address, or the name of a distribution list, directly into the field to display a list with possible matches. Click on the correct match to select it and populate the field.

D

Message CC field

Click on the list arrow to display the Address Book, and select all the people you want to be copied on the message, or select an email distribution list to copy all the people on the list. By default, you will receive a copy of the email message.

E

Subject field

Enter a subject for the email message.

F

Email Body text box

Enter your message in the text box.

G

Formatting Toolbar

Use the formatting options to enhance the text in your message.

Note: You can change the font size and color of the text in your message, bold and italicize text, change the background color and align text (right, left, center, and justify), and add numbers and bullets to create lists. The Formats button displays four menus containing formatting options for Headings (to add different levels of headings), Inline (to enhance text by using underlining, subscripts, superscripts, and strikethrough features), Blocks (to indent paragraphs of text), and Alignment (to change text alignment).

H

Attach Document button

Click if you want to attach a document to the email message. An Attach Document window displays.

If you do not want to attach a document, proceed to Step L.

Note: Any document that you want to attach must already be uploaded to Novatus.

I

Document record

Locate the document you want to attach to the email message, and click on it to select it. If you want to attach more than one document, hold down the Ctrl key on your keyboard while clicking on additional documents.

Note: If the document you need is not listed, click on the Global Documents tab to view a list of other documents that can be added as an attachment to your email message. If you are sending a message from a Contract Profile, click on the Company Documents tab to view a list of documents uploaded to the Company Profile.

J

Attach Selected Document button

Click to attach the document to the email message, and close the window.

K

Attachments field

Verify that the documents(s) you selected in the Attach Document window have been attached to your email message. Use the Remove link to remove an attached document.

L

Send button

Click to send the email message.