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Conga Support

Editing Company Information

This page applies to: Conga Contracts

The Company Profile stores system information for a company and provides links to other data related to the company. System information includes the company name, number, description, status, category and group, financial identifiers, and contact information, which can easily be edited. 

  Linked data is edited from the browse screens for contracts, and company people, additional names, relationships, locations, tasks, documents, events, scorecards, projects, and additional forms.

1.  Locate the Company Profile you want to edit, and click on it to select it.

2.  In the Company Profile screen, click Edit Company in the toolbar.

3.  When the screen displays in edit mode, update the information in the fields and lists, as needed.

4.  Click Save.

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