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Conga Support

System Settings Overview

This page applies to: Conga Contracts (formerly Novatus)

The ability to set and change system settings is a permission that should only be granted to an Administrator who is very knowledgeable about Conga Contracts (formerly Novatus). This System Settings Administrator should also understand how each change to the system's configuration can impact both the data stored in the system and the users who rely on this data.

A user with the System Settings Admin permission defines basic and advanced system settings, such as the numbering format for Company and Contract Profiles, the parameters for password use, the rules for sending and receiving email messages in Conga Contracts (formerly Novatus), and the procedures for integrating the third party applications that work in conjunction with Conga Contracts (formerly Novatus) (i.e., DocuSign and Salesforce). The Administrator can also control which portlets display in the Dashboard when a new user logs in to Conga Contracts (formerly Novatus) for the first time.

For those customers who run Conga Contracts (formerly Novatus) on their own server, the System Settings Admin must export the data that has been added to their program before Conga Contracts (formerly Novatus) upgrades their software in accordance with new releases since "syncing" the customer's program with a new release results in the loss of added data, such as additional forms and the items selections in the lists in program screens. Once the customer is running the most recent version of Conga Contracts (formerly Novatus) on their server, they must import the data they exported to re-populate their database.

For those customers who use the Application Programming Interface (API) to monitor the new companies, contracts, and projects that their users add to Conga Contracts (formerly Novatus), the System Settings Admin must define the parameters for the "webhooks."  A System Administrator can configure a web hook to send an alert to a specific URL whenever a user creates or saves a Company, Contract, and/or Project Profile in Conga Contracts (formerly Novatus).

The System Settings Admin can perform the following tasks from the System Settings screen: