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Conga Support

Editing a Contract Type

This page applies to: Conga Contracts (formerly Novatus)

A user with the List Admin permission can update the names assigned to the contract types (and sub-types) stored in Conga Contracts (formerly Novatus) to meet their organization's changing policies and procedures.

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

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

If the list of contract types is lengthy, click Excel in the toolbar to generate a spreadsheet showing the existing types.

ListCT3.png

5.  Edit a contract type:

  • (Optional) Click the Icon Expand Hier.png icon if the top-level folder is not expanded.
  • Locate the contract type, click in its Contract Type field, and type over the existing text to rename it.
  • Select or clear the Disabled check box to hide or display the item as a selection in the hierarchy in the Contract Type list in the Contract Profile screen.

ListCT4.png

6.  Edit a contract sub-type:

  • Click the Icon Expand Hier.png icon for a contract type to display its sub-types.
  • Locate the sub-type, click in its Contract Type field, and type over the existing text to rename it.
  • Select or clear the Disabled check box to hide or display the item as a selection in the hierarchy in the Contract Type list in the Contract Profile screen.

7.  Click Save.