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Conga Support

Editing and Moving Items in a Clause Category or Type List

This page applies to: Conga Contracts (formerly Novatus)

A user with the List Admin permission can edit an item in the Clause Category or Clause Type list, which a Clause Admin uses in adding a clause to the Clause Library. The List Admin can also move a list item to change its position in the list if the default alphabetical sort order is not the most appropriate ordering for the items in the list.

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

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

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

4.  In the Clause Library category, click the Clause Category or Clause Type list to display the existing items in the right side of the screen.

5.  Perform any of the following edits for a clause category or clause type list item:

  • Click in the Name field and type over the existing text to change its name.
  • Click in the Description field and type over the existing text to edit the information that displays when a user hovers over the list item.
  • Select the Alphabetical check box to display the items in alphabetical order in the field list, or clear the check box to display the items in the order in which they were entered.
  • Add another item to the list.

6.  Change the order in which items appear in the Clause Category or Clause Type list:

  • Clear the Alphabetical check box if it is selected.
  • Click a list item record to select it.
  • Drag the record upwards or downwards to the desired location, making sure the  prompt is displayed.
  • With the prompt still displayed, release your mouse.

7.  Click Save.

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