User preferences allow you to customize Conga Contracts so that system information is displayed in accordance with your specifications.
1. Click on the person icon in the Navigation Toolbar, and then click on your name.
2. In the User Preferences window, click the System tab.
3. Make any changes to the default settings:
- Date Format - select Day/Month/Year (14/07/2018) or Year-Month-Day (2018-07-14).
- Number Format - select International Format [0.000,00] to change a price from the dollar format ($1,234,567.89) to the Euro format (1.234.567,89).
- Language Format - select from the available list of languages: French, German, Spanish, Dutch, Portuguese (Brazil), or Simplified Chinese.
4. Make a selection in the Time Zone list to set the time zone used in Conga Contracts.
The time zone is used to calculate the sending of event alerts, due dates for tasks and projects, the amount of time it takes for flow and workflow steps to be completed, the elapsed time between submission and approval of contract requests, and the amount of time it takes for a document submitted for electronic signature to be signed.
5. Select the Prevent Filter Save check box to have Search and Status filters cleared when exiting browse screens.
Currently, the only option in the Theme list is Modern.
6. Click Clear State if you want to clear any changes you make to screen settings and return them to the system defaults upon exiting, including Dashboard portlets and the fields displayed in browse screens.
This option is useful in correcting display issues, such as missing icons or improperly aligned columns of data.
7. Click Submit.
You can click between all the tabs and make changes without losing the data entered on each tab. Simply click the Submit button on any tab when you have finished making your changes.