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Conga Support

Overview of Filters


Conga Collaborate is releasing a new filters feature to improve your user experience. 

What's Changing?

You are now able to filter and refine documents shown in the center panel by predetermined filters in the right panel in addition to the following changes:

  • The center and left panels are rebuilt to enhance your experience
  • Templates are moved from the documents list to their own navigation tab
  • You are able to save sets of filters to easily pull up relevant documents for use at a later time
  • The Advanced Search feature is removed
  • Current saved searches are not available in the new interface. You must create a new saved search based on the filtering options available on the left panel. Detailed steps on this process are coming soon. 

Documents List Changes  

Current View
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New View


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