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Conga Support

Adding an Item to a Contract List

This page applies to: Conga Contracts (formerly Novatus)

A List Admin must provide item selections for the eight field lists in the default Contract Profile screen: Additional Party Type (types of additional parties to a contract, such as a limited partner), Address Type (different locations specified in a contract, such as shipping and billing addresses), Contract Location (place where contract was written or stored), Contract Group (security measure to restrict access to contracts by user role), Agreement TypeContract Status, Contract Type (classification of contracts using a hierarchy), and Contract Responsibility (responsibility is defined and linked to user functions and types).

In addition to these default field lists, a user with the Additional Forms Admin permission can add additional field lists to the Contract Profile screen, and must also have the List Admin permission to add selections to the field lists they add.

Item selections are typically added to a field list in the Contract Profile screen using the steps in the Contract Status and Agreement Type examples shown below.  The Contract Type field and Contract Responsibility fields involve variations to the basic procedure.  The Quick Tip and Required Fields lists are also handled differently.

Contract Status

The Contract Status list in the List Administration screen works in conjunction with Contract Profile Rules in that a Profile Rule will be applied even if the Status field in a Contract Profile is set to something other than Active, as long as the Status Type for the contract status is set to Active in the List Administration screen.

1.  Click Admin in the Navigation Toolbar, and click the Lists link in the menu.

2.  In the List Administration screen, enter contract in the Search field and press the ENTER key on your keyboard.

3.  When the results display in the Fields List section, locate the Contract (7 Items) category.

4.  In the Contract category, click the Contract Status list to display the existing statuses in the right side of the screen.

To display all 10 default lists in the Contract Profile, scroll through the alphabetized list until you locate the Contract (10 Items) category, which includes the lists that do not begin with the word Contract: Additional Party Type, Address Type, and Agreement Type.

5.  (Optional) Clear the Alphabetical check box to display list items in the order in which you add them, instead of alphabetical order.

6.  Click Add in the toolbar to display a blank New Item record:

  • Click in the Name field and enter a name for the contract status.
  • (Optional) Click in the Description field and enter information that will display when a user hovers over the list item.
  • Make a selection in the Status Type list.
    • Select Active if a Contract Profile Rule that includes the Status field will be written. If the Status Type field is populated with anything other than Active, the profile rule will not be applied to any Contract Profiles, no matter what their status.
  • (Optional) Click the Disabled check box to temporarily remove this status from the list of options in the Status field in the Contract Profile screen.

7.  Click Save.

To change the order of an item in the list, clear the Alphabetical check box, click the list item record to select it, and then drag-and-drop it upwards or downwards to a different location in the list. If you are successfully moving a list item, the prompt displays during the move.

ListCS.png

Agreement Type

  The Agreement Type and Contract Status lists are the only contract lists that contain a Status Type list.

1.  Click Admin in the Navigation Toolbar, and click the Lists link in the menu.

2.  In the List Administration screen, scroll through the alphabetized list in the Fields Lists section until you locate the Contract (10 Items) category.

  • Click the Collapse Icon Collapse.png icon for a category to increase the viewing area.

3.  In the Contract category, click Agreement Type to display the existing agreement types in right side of the screen.

If the list is lengthy, click Excel in the toolbar to download a spreadsheet showing the existing list items before adding a new one.

4.  (Optional) Clear the Alphabetical check box if you want the items to appear in the list in the order in which you add them, instead of alphabetical order.

5.  Click Add in the toolbar to display a blank New Item record:

  • Click in the Name field and type over the existing text to name the agreement type.
  • (Optional) Click in the Description field and type over the existing text to add a description.
  • Select Root or Incorporated in the Status Type list.
    • Select Root if the contract does not require any supporting documents to be legally enforceable. Select Incorporated if the agreement relies on another document for its meaning or enforceability.
  • (Optional) Click the Disabled check box to temporarily remove this agreement type from the list of options in the Agreement Type field in the Contract Profile screen.

6.  Click Save.

ListAT.png