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Conga Support

Document Lists Overview

This page applies to: Conga Contracts (formerly Novatus)

The Document Type Group and Document Types lists in the List Administration screen are used to define and manage the document groups and types that are used when a document is uploaded to a Company, Contract, or Project Profile.  A document type group list can include items such as Company, Contract, Project, and Global to identify a category of documents that corresponds to the Profiles used in the program, as well as shared documents.  A document type list can include items such as Draft, Final Version, Template, Certificate, Invoice, Financials, and Correspondence to identify the version of a contract document, or the classification of a company or project document. 

A user with the List Admin permission identifies the item selections in the Document Type Group list and then links a group to each document type when adding a list item to the Document Types list.

A List Admin can perform the following tasks associated with the field lists in the Document screen: