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Conga Support

Lists Overview

This page applies to: Conga Contracts (formerly Novatus)

Users with the List Admin permission manage the item selections in the default and additional field lists in Conga Contracts (formerly Novatus) program screens. From the List Administration screen, List Admins define the available selections in a list to ensure users capture a specific type/category of information when populating the field in a Company, Contract, or Project Profile screen.  The item selections in lists can also be managed in many of the program screens linked to these Profiles, such as company addresses, people, and relationships; contract clauses and responsible people; and shared features like additional fields, additional forms, documents, global translations, and workflow routing tables. 

The User Profile screen is a special use case of the Lists feature in that it contains five generic fields lists, labeled People Field 1 - People Field 5.  List Admins not only define the item selections in each list, but also change the default name of each field in order to give meaning to the selections.

The Lists feature is also used to identify the required fields in the Company, Contract, and Project Profile screens, as well as required fields in the Person Profile screen, which is used to store information on company contacts, program users, and external people who participate in Conga Contracts (formerly Novatus). Another function of the Lists feature is to provide a Quick Tip, which assists a user in populating a field in a program screen and appears when the user hovers over the field.

Individual categories, as well as the field lists within each category, can be viewed and located in the List Administration screen and include the following:

Field Category

Field List Name

Profile Screen

Field Can Be Required

Field Has Quick Tip 

Address

Location Type

Location Profile

Click the Locations link in a Company Profile, and select the Add Location button

Yes

Yes

Clause Library

Clause Category, Clause Type, Clause Security

Clause Profile

Click on the Clauses link in the MyPlace menu in the Navigation Toolbar, and select the New Clause button.

No

No

COMPANY

Company Category, Company Group, Company Type, Company Status, Company Additional Names

Company Profile

Click on the New Company link in the Companies menu in the Navigation Toolbar.

Yes

Yes

Company Additional Fields

Variable - added by Administrators

Company Profile

Yes

Yes

Company Additional Forms

Variable - added by Administrators

Company Profile

Yes

Yes

CONTRACT

Additional Party Type, Address Type, Contract Group, Agreement Type, Contract Status, Contract Type, Contract Responsibilities

Contract Profile

Click on the New Contract link in the Contracts menu in the Navigation Toolbar.

Yes

Yes

Contract Additional Fields

Variable - added by Administrators

Contract Profile

Yes

Yes

Contract Additional Forms

Variable - added by Administrators

Contract Profile

Yes

Yes

Documents

Document Type Group, Document Types

Document Profile

Click on the Documents link in a Company or Contract Profile, and select the New Document button.

No

No

Global Translations

Varies

Contract Profile, Company Profile, Project Profile

No

No

People

People Functions

Contract Profile, User Profile, Person Profile

Yes

No

Person People Field 1 - People Field 5 User Profile No Yes

PROJECT

Project Group, Project Status, Project Type

Project Profile

All fields required by default

No

Project Additional Fields

Variable - added by Administrators

Project Profile

Yes

Yes

Project Additional Forms

Variable - added by Administrators

Project Profile

Yes

Yes

Relationship

Company Relationship

Company Profile

No

No

Workflow

Routing Table Category

Contract Profile, Company Profile, Project Profile

No

No

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