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Conga Support

Contract Creation and Management Overview

This page applies to: Conga Contracts

A contract is created from a Company Profile by generating a root (parent) or incorporated (child) Contract Profile where information is stored and managed. The Contract Profile is linked to program features using the links contained in the Profile, allowing you to perform tasks for the stored data. The Search option can be used to quickly locate specific contracts, and generate reports on the search results.

A Contract Profile is accessed from its Company Profile, the All Contracts screen, or the Recently Viewed Contracts portlet in the Dashboard.

In managing contracts, you can:

 A contract added to Conga Contracts can be archived, but not deleted.