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Conga Support

Managing System Settings

This page applies to: Conga Contracts (formerly Novatus)

You need the the System Settings Admin permission to define the way data is displayed, security is applied, and global permissions are applied in Conga Contracts. 

  The System Settings Admin can also edit the email settings to standardize the information contained in the different types of email messages sent from the program, as well as set the parameters for the products that can be integrated with Conga Contracts, such as DocuSign (or Adobe Sign) and Salesforce.

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

2.    In the System Settings screen, define the default settings for Conga Contracts:

  • Base System URL - default URL is https://app1.Conga Contracts (formerly Novatus)contracts.com/Contracts/
    • The URL can be customized by clients who host Conga Contracts in-house and want the return address of the emails and deep links sent from the program to display their company name as the sender of the email message.
  • Contract Number Format - Enter any combination of the following three variables, in any order, to name your contracts, making sure to enter a dash (-) between each variable:
    • {companyName} - A portion of the company name appears in the contract number. For example, if you want the contract number to contain the first three letters of the company name, add {companyName:3} to the field.
    • {effectiveYear} - reflects the year entered in the Effective Date field in the Contract Profile. For example, if you only want the last two digits of the year to display in the field, add {effectiveYear:2} to the field.
    • {sequence} - Conga Contracts provides a system-generated number to each new Contract Profile, but you can set the number of digits in the contract number. For example, if you anticipate up to 9,999 Contract Profiles will be added to Conga Contracts, add {sequence:4} to the field.
    • {agreementAbbr} – Conga Contracts provides a 3-digit abbreviation of the agreement type. For example, MAS would be added to the contract number for Master contract.
      • For example, if you enter the following into the field: {agreementAbbr}-{companyName:3}-{effectiveYear:2}-{sequence:4}, the first Contract Profile added to a company named Verity Inc., which is a Master Agreement, would be assigned the following number: MAS-VER-18-0001.
  • Contract Number Locked - Select if users are not allowed to edit the contract number.

RequestTypeWiz.png

  • Request Numbering - Select if you want contract requests to be assigned a system-generated number.  When the Request Number Wizard displays, you have the option of editing the numbering formats, as well as applying request numbering to existing contract requests.
    • Request Bundle Number Format - field defaults to {companyName:4}-{sequence:5} for numbering the contract request type bundle.  The bundle number is the first four letters of the company name, followed by a system-generated 5-digit number assigned to the request type bundle, which will accommodate up to 99,999 contract requests for a company.
    • Request Number Format - field defaults to -{sequence:3} for numbering the requests for a Request Bundle Number. The request number is a system-generated 3-digit number, which is appended to the request bundle number, and will accommodate 999 contract requests for a company using a bundle type.
  • Company Number Format - Use the following two variables, in either order, to create a numbering system for Company Profiles.
    • {companyName} - The entire company name appears if you do not place a limit on the number of characters by appending the variable with a colon and a number.  For example, if you want the Company Profile to contain the first five letters of the company name, add {companyName:5} to the field.
    • {sequence} - Conga Contracts provides a system-generated number to each new Company Profile, but you can set the number of digits in the company number. For example, if you anticipate up to 9,999 Company Profiles will be added to Conga Contracts, add {sequence:4} to the field.
      • For example, if you enter the following into the field: {companyName:5}-{sequence:4}, the first Company Profile added to Conga Contracts, which is for a company named Verity Inc., would be assigned the following number: VERIT-0001.
  • Company Number Locked - Select if users are not allowed to edit the company number.
  • Failed Login Lockout - Enter the number of times a user must fail to enter the correct login credentials before the system locks them out.
  • Failed Lockout Login Delay - Enter the amount of time (in minutes) a user must wait before attempting to login again after they are locked out of the system due to failed login attempts.
  • Auto Logout Timer - Enter the amount of time (in minutes) before the system automatically logs out a user when no user activity is detected.
  • Password Max Age (days) - Enter the maximum number of days a user can go without changing their password.
  • Password History length - Enter the number of new passwords that must be used before an old password can be re-used.
  • Auto Disable Days - Enter the number of days a user can go without logging in, before their account is automatically disabled.
  • Force Password Auto Disable Days - Enter the number of days a user has to log in and set a new password once an Administrator has issued them a temporary password. This value is also impacted by the value set in the Password Max Age (days) field.
  • Begin Workflow Reminder Days - Enter the number of days that a workflow step can remain open. If the step is still open after the number of days has been surpassed, Conga Contracts sends daily messages to the step owner until the step is closed.
  • Default Currency Type - Edit the default currency (USD United States of America, Dollars) if your company uses a different currency.
  • Date Format - Edit the default date format (Month/Day/Year) if your company uses a different format.
  • Number Format - Edit the default number format (American Format [0,000.00]) if your company uses a different format.
  • Automatically CC Email Sender - Select if you want users to be copied on any email messages that they send from Conga Contracts. This check box is automatically selected if you select the Use Inbound Email Processing check box since it is included in the Inbound Email Processing option.
  • Use Blank Email Template for Messaging - Select if you want users to send email messages from Conga Contracts that contain no HTML formatting, such as enhanced text (bold, italics), graphics, headers, and links.
  • Use Inbound Email Processing - Select if you want the responses that users make to the emails they receive from Conga Contracts to be loaded back into the system, along with any document attachments. This feature also applies to the emails users receive requesting them to approve (or decline) a workflow step.  If you select this check box, the Automatically CC Email Sender check box is automatically selected.
  • Use Strict Inbound Email Checking - Select if you do not want to allow a workflow step owner, who has been assigned the duty of completing the step by the original step owner, to further delegate the authority to a third individual. Conga Contracts accomplishes this by disabling the link in the email message forwarded from the reassigned step owner to the third individual.
  • Inbound Email Error Timeout (in Minutes) - Edit the default value (5 minutes) if you want to change the  number of minutes that an email address is held in memory when an inbound error message is received stating the email is undeliverable, such as an Out-of-Office Response. This feature prevents emails from continually being sent back and forth (infinite looping) between Conga Contracts and a recipient whose email program generates an unavailable response by setting a time limit.
  • Custom Logo - If you want to use your company's logo instead of the Conga Contracts logo in program screens, click the Icon Select.png button and follow the onscreen prompts to upload your logo. Logos that are 185 pixels (wide) by 40 pixels (tall) are recommended.
  • Auto Expand Additional Party - Select if you want the Additional Parties section of a Contract Profile to automatically be expanded whenever a user opens the Profile and there are additional parties to display.
  • Use Difficult Passwords - Select if you want users to adhere to the following enhanced requirements for passwords: (1) Case sensitive (2) Eight (8) characters, or more (3) No white space allowed (4) Must have 3 of these 4 character groups: uppercase, lowercase, numeric, and symbol (5) No alphabetical sequences, such as LMNOP) (6) No numeric sequences, such as 789 (7) No qwerty sequences, such as QWERTY or ASDFG, which are characters that appear in a line on the keyboard (8) No characters that repeat more than 3 times, and (9) No English dictionary words.

  The standard requirements are passwords must meet 3 of the following 4 requirements: (1) At least one uppercase alpha character [A-Z] (2) At least one lowercase alpha character [a-z] (3) At least one numeric character [0-9], and (4) At least one symbol [! @ # $ % ^ & * ( ) + < ? >].

  • Enable Auto Passwords - Select if you would like Conga Contracts to create a system-generated password when a new user is added. If this option is selected, an email message is sent to the new user with their temporary password, which the user must change the first time they log in.
  • Company People restricted by Company Group (enhanced people security) - Select to limit a user's access to the people that have been added to the Company Profiles for which the user does not have access. This option removes the access that would have been granted through the Address Book and the Person Browse/Person Profile screens in the user's My Place menu.
  • Enable OCR for uploaded documents - Select if you want Conga Contracts to perform Optical Character Recognition (OCR) on the Word, Excel, and PDF documents that users upload to Company, Contract, and Project Profiles. The OCR feature automatically recognizes text and values stored in all uploaded documents, which will then allow users to quickly and easily locate documents containing a keyword, name, value, or text string by running an Elastic Search or Document Search. However, if an OCR'ed PDF document is downloaded from Conga Contracts, it is no longer a text-searchable PDF.
  • Create a new revision of the OCRed PDF including the searchable text - Select if you want the scanned documents that users upload to Company, Contract, and Project Profiles to be converted to a searchable PDF so that the OCR feature can be used to locate text and values in the scanned document. This option creates a revision of the original document with the same file name, and the revision is used whenever an Elastic Search or Classic Search is run.  If the revision is downloaded, it remains a text-searchable PDF that can be shared outside Conga Contracts.
  • Enable profile edit locks - Select if you want to prevent users from editing the same Company, Contract, or Project Profile at the same time, which results in only one user's edits being captured.
  • Enable timezone calculation on reports - Select if you want users to be able to display their preferred time zone in any report they create/run that includes a time stamp field. Users can change the default time zone from UTC (Coordinated Universal Time) in their User Preferences window (System view) by making a different selection in the Time Zone list.
  • Show related company contracts when selecting an agreement link - Select if you want users to be able to link an incorporated contract to a contract of a related company using the Agreement Link list in the Contract Profile screen. The options in the Agreement Link list include the contracts of the original company, as well as the contracts of any companies identified the original company's Relationships screen.
  • Prevent Email from being sent to removed recipients - Select if you want users who respond to an email message sent from Conga Contracts to remove recipients when they respond to the message. Recipients can be removed from both the TO and CC fields.
  • Allow incorporated contracts to be created without a parent - select if users can add an incorporated, or child, Contract Profile without linking it to a root Contract Profile. A Missing Parent check box displays in the Contract Profile screen of an incorporated contract, and when selected, the Agreement Link field is hidden.
  • Forgot Password Email Address - Make a selection in the list to identify the person responsible for resetting user passwords. When a user selects the Forgot Your Password link in the Login screen, the person selected in this list receives an email message, advising them that this user's password needs to be reset.
  • eSignature sign in (for Adobe Sign users only) - click Icon ecosign.png to identify the sender of the envelope when the eSignature Package Wizard is run and a document is sent for electronic signature using Adobe Sign:

 Allow pop-ups in your browser during the eSignature Sign In procedure.

  • In the Login prompt, enter the credentials for the person whose name you want to appear as the sender of the envelope, and click Submit.
  • When the Adobe Sign login screen displays in a new tab, enter the same credentials you entered in the Login prompt, and click Sign In.
  • When a new browser tab opens with the EchoSign Auth Complete message as confirmation, close the tab.
3.    Click Save.