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Conga Support

Mobile Devices

The Novatus Slim Mobile Interface allows program users to access the system using their Apple iOS 4+, BlackBerry OS 6.0+, or Android 2.3+ mobile device. This quick and easy access to the Novatus system enhances communication and allows contract deals and negotiations to constantly move forward.

Once a user logs into the Novatus system from their mobile device, they can view company, and contract information, as well as perform tasks associated with the Contract and Company Profiles, such as downloading documents, closing events, completing tasks, and approving (or declining) Gateway steps in a workflow.

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A

Companies Option

Click the  icon to display an alphabetical listing of companies.

B

Contract option

Click the  icon to display an alphabetical listing of contracts.

C

Search field

Enter the first three letters of the contract (company) you want to view, and click the Search  icon.

D

Prev and Next buttons

Click to scroll backwards and forward in the list.

E

Back button

Click to return to the previous screen.

F

Profile screen

View the information for the contract. Scroll down to see the entire Profile, which includes the links to the other contract items.

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G

Tasks option

Click to display a screen showing the tasks for the contract (or company). From this screen, you can complete a task.

H

Events option

Click to display a screen showing the events for the contract (or company). From this screen, you can mark an event as complete or close an event series.

I

Workflow option

Click to display a screen showing the workflows for the contract (or company). From this screen, you can approve (or decline) a Gateway step.

J

Messaging option

Click to display a screen showing the email messages for the contract (or company). From this screen, you can send an email message.

K

 Documents option

 Click to display a screen showing the documents uploaded to the Contract (or Company) Profile. From this screen, you can download and view any of the documents in the profile.

 

L

Documents list

Locate the document you want to download, and click on its  icon.

M

Document screen

View the information for the document, including the file size and document format.

N

Download button

Click to begin the download. Once the document is downloaded, it can be viewed from the mobile device.

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