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Conga Support

Managing Your Linked Applications

This page applies to: Conga Contracts (formerly Novatus)

User preferences allow you to manage the applications that can be used in conjunction with Conga Contracts (formerly Novatus), such as Salesforce or the MS Word plug-in for the Document Assembly feature.

1.  Click on your name in the Navigation Toolbar, and select the Preferences link.

UPOAuth.png

2.  In the User Preferences window, click the OAuth tab.

3.  View the applications that are available for use with Conga Contracts (formerly Novatus).  For example, the Conga Contracts (formerly Novatus) client represents the MS Word plug-in that is used in the Document Assembly feature.

4.  (Optional) Click Icon Delete to remove the application from your Conga Contracts (formerly Novatus) program.

5.  Click Submit.