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Conga Support

Contract Profile

This page applies to: Conga Contracts (formerly Novatus)

The Contract Profile contains basic information for the contract, such as its value, purpose, status, effective and expiration dates, and renewal information, as well as links to stored data, including contract documents, events, and document packages that are used to negotiate contracts and obtain electronic signatures on final documents.

When the Contract Profile is in edit mode, you can create an event alert for the original expiration date and manage the responsibilities associated with the contract.

Open a Contract Profile from the Recently Viewed Contracts portlet in your Dashboard or the All Contracts browse screen, or use the Elastic Search feature to locate the contract.

Contract Profile - Active Mode

ContractProfile3.png

A

Additional Parties section

Click to display the additional parties to the contract if there is a number other than (0) appended to the section title.

  A contract is typically an agreement between two parties.

B Contract basic information fields

Review the information captured for the contract, including the required fields: Contract Group, Contract Number, Agreement Type, Contract Type, Legal Entity, and Status

  • Identify the default field lists that offer options for populating the field: Contract Group, Additional Party Type, Address Type, contract Location, Agreement Type, contract Status, Contract Type, and Contract Responsibility.

The contract number is issued by Conga Contracts (formerly Novatus), but can be set by a user if the contract numbering permission is enabled in System Settings.

C Term and Renewal section Review the contract's effective and expiration dates, term type, and renewal information.
D Contract Additional Fields section Expand the section to review any Admin-defined fields, which are designed to capture additional information for the contract.
E Profile toolbar

Use the buttons in the toolbar to perform contract-related tasks.

If the Icon Expand Toolbar.png icon is present, click to reveal additional buttons.

F

Flow Stages and Steps

If present, click on an action button to complete a step in a contract flow.

G

Links section

Review additional stored information for the contract by clicking on the listed links.  

A link that is appended with a number other than zero (0) indicates there is additional information stored for the contract.  For example, a Contract Family (2) link indicates there are two related Contract Profiles in the family.

H

Configure Icon

Click to display a Configure Links prompt. 

  • Clear the check boxes for all the links you want to remove from the Links section of the Profile.
  • Click Submit.

You cannot remove the Contract Family or the Additional Forms links from a Contract Profile.

I Contract Family screen

Ensure the default Contract Family screen is displayed.

If the Additional Forms screen displays, there are required additional forms that have not been captured.  Click the Contract Family link to display the Contract Family screen.

J Root contracts

Identify the root contracts, which display at the top of the tree hierarchy.

  The active contract number is displayed in bold text and the remaining information is displayed in dark red text.

K Incorporated contracts Identify the incorporated contracts, which display at the next level in the hierarchy and are linked to their root contract.
L Status multi-select list Make one or more selections in the list to filter the display of contracts by status.
M Agreement multi-select list Make one or more selections in the list to filter the display of contracts by agreement type.

N

Column display

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

The Column display option, as well as the options shown in Steps O-P below, are available in most screens linked (Step G) to the Contract Profile.  Most linked screens contain the Search option.

O

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

P

Reorder and Resize Columns (linked browse screens)

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.

Contract Profile - Edit Mode  

To display the Contract Profile in edit mode, click Edit Contract in the toolbar.

ContractProfile5.png

A

Event Alert icon Click  in the Original Exp Date field to set up an event alert for the original expiration date.
B Help icon Click  to receive instructions or information on correctly populating a field or making a selection in a list.
C Responsibilities section

Manage the responsibilities associated with the contract:

  • Click Add Responsibility to add a contract responsibility.
  • Click Icon Delete to remove a contract responsibility.
  • Click in the Name field to activate the list, and update the contract responsibility by assigning it to another user.

The eSignature Role field is used to indicate the user's authority in signing a contract.  If the field is blank, the user does not have the authority, but if Sign appears in the field, the user can sign a contract and is automatically added as a signatory when the eSignature Package Wizard is run without a template.

D Responsibility fields display

To customize the fields that display for a user, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

E Save button Click to return to the Contract Profile to active mode.