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Conga Support

Person Browse and User Types

This page applies to: Conga Contracts

Person browse is accessed by going to Tools > People in the navigation menu, and is a compilation of the names and contact information for all Conga Contracts user types:

  • Add Company PersonIndividuals without Conga Contracts credentials who are Points of Contact (POCs) for a company, and are are added to the Company Profile.
  • Add External PersonIndividuals without Conga Contracts credentials whose email addresses have been added to the Conga Contracts system so that they can take part in specialized program features, such as Document Packages, the eSignature process, and Supplier Registrations.

Person Browse contains key information for each individual, such as their email address, work number, and the roles they play in Conga Contracts. The Address Book also stores any email distribution lists that have been created by users with the Email Distribution List permission, and is automatically available for use in many of the Conga Contracts program features, including Messaging, Events, Scheduled Reports, Workflows, Scorecards, and Project Teams. However, distribution lists are not available for use with the Document Package and eSignature Package wizards. A distribution list allow users to quickly and easily communicate with several people without having to select each person individually.

Category Dropdown List

Change the default view from All People to Users, Company People, or External People to filter the list.

The default view includes email distribution lists.

Search option

To quickly locate a person or distribution list, enter the first few letters of the person's name, or the name of the distribution list, in the Search field and click the search icon . Click C to clear the search results.

Search filter

Click ˅ to the right of the Search field to display a pop-up window with a list of available fields that can be searched. De-select the check boxes for the fields you do not want to search to filter the results that are returned when you perform a search.

Navigation icons and Page field

  • Click < and > to move back or forward one page in the Address Book.
  • Click << to jump to the first page, and >> to jump to the last page.
  • Enter a number in the Page field, and press ENTER on your keyboard to advance to a specific page.

Show Items list

Change the default from 25 to 5, 10, 50, or 100 to change the number of data records that display on each page.

Refresh screen

Click the refresh icon to return the screen to the default view after a running a search or making changes to the display.

Sort option

Click on any column heading to change the sort order of the data in the column.

Column Display option

Hover over a column heading until the ˅ icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

Person or Distribution List record

Click on a person's name, or the name of a distribution list, to add the individual or list to the Person Browse list box.

Addresses list box

Verify the names of the individuals / distribution lists selected.  Click X to remove an individual or distribution list.

Submit button

Click to add all the selected people and/or distribution lists to the event, task, message, workflow, report, project team, or scorecard.

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