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Conga Support

Editing Information for a Company or External Person

This page applies to: Conga Contracts

The information for a company person or an external person is edited from their Person Profile. 

The Person Profile for a company person can also be edited from the Company Profile by clicking the People link in the profile, and then clicking on the person's record in the People browse screen.  A User Profile is edited by an Administrator with the User Admin permission.

1.  Click Tools in the Navigation Toolbar to display the menu, and then click the People link.

2.  In the Person Browse screen, locate the person whose information you want to edit, and click on their person record.

3.  In the Person Profile screen, click Edit Person in the toolbar.

4.  When the screen refreshes, update the person's information.

5.  Click Save.