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Conga Support

Lists Overview

The Lists feature is used to configure the selections that appear in the system field lists in Novatus program screens. Users with the List Admin permission can administer list values in the List Administration screen for companies, contracts, projects, addresses, clauses, additional fields, additional forms, documents, global translations, people, company relationships, and workflow routing tables.

The Lists feature is also used to identify the required fields in the Company and Contract Profiles, and write the Quick Tips that appear when users hover over fields in these program screens.

Individual categories, as well as the field lists within each category, can be viewed and located in the List Administration screen and include the following:

Field Category

Field List Name

Profile Screen

Field Can Be Required

Field Has Quick Tip 

Address

Location Type

Location Profile

Click the Locations link in a Company Profile, and select the Add Location button

Yes

Yes

Clause Library

Clause Category, Clause Type, Clause Security

Clause Profile

Click on the Clauses link in the MyPlace menu in the Navigation Toolbar, and select the New Clause button.

No

No

COMPANY

Company Category, Company Group, Company Type, Company Status, Company Additional Names

Company Profile

Click on the New Company link in the Companies menu in the Navigation Toolbar.

Yes

Yes

Company Additional Fields

Variable - added by Administrators

Company Profile

Yes

Yes

Company Additional Forms

Variable - added by Administrators

Company Profile

Yes

Yes

CONTRACT

Additional Party Type, Address Type, Contract Group, Agreement Type, Contract Status, Contract Type, Contract Responsibilities

Contract Profile

Click on the New Contract link in the Contracts menu in the Navigation Toolbar.

Yes

Yes

Contract Additional Fields

Variable - added by Administrators

Contract Profile

Yes

Yes

Contract Additional Forms

Variable - added by Administrators

Contract Profile

Yes

Yes

Documents

Document Type Group, Document Types

Document Profile

Click on the Documents link in a Company or Contract Profile, and select the New Document button.

No

No

Global Translations

Varies

Contract Profile, Company Profile, Project Profile

No

No

People

People Functions

Company Profile, Project Profile

Yes

No

PROJECT

Project Group, Project Status, Project Type

Project Profile

All fields required by default

No

Project Additional Fields

Variable - added by Administrators

Project Profile

Yes

Yes

Project Additional Forms

Variable - added by Administrators

Project Profile

Yes

Yes

Relationship

Company Relationship

Company Profile

No

No

Workflow

Routing Table Category

Contract Profile, Company Profile, Project Profile

No

No

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