Getting Started with Conga Contracts

Before using Conga Contracts, it is recommended that you perform start-up tasks and familiarize yourself with the Tools menu, Search and Report features, and the hierarchy used to store data.

Before using Conga Contracts, it is recommended that you:

Once you have completed these startup tasks, it is recommended that you familiarize yourself with the following:

  • Tools menu, which provides direct links to the information and tasks that directly impact you.

    Hierarchical Relationships between companies and contracts, which explains how data is stored and structured in Conga Contracts.

    Search f eature, which allows you to search for any stored information, from the general to the specific, and run Reports on this information.