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Conga Support

People Browse Screen - Contract

This page applies to: Conga Contracts (formerly Novatus)

The people who have some measure of responsibility for a contract are added by assigning them a responsibility in the Contract Profile.  A list of these responsible people is stored in the People browse screen in the Profile.

To access the browse screen, open a Contract Profile.

PeopleContract.png

A

People link

Click the link to display the People browse screen.

B

Contact responsibility record

Click on a responsible person's record to display their Person Profile with additional information.

C

Sort options

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

Column Display option

To customize the information in a browse screen, hover over a column heading until the Icon Column.png 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 Reorder and Resize Columns
  • 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.