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Conga Support

Setting Up a Company Quick Tip

The Quick Tip option allows Administrators to provide instructions or additional information that will assist users in making the correct selection in a field list, or entering the correct type of information into a field. A quick tip is usually a phrase or a short sentence that provides guidance when users have several items to choose from in a Contract Profile field list. Quick tips are also used to ensure users populate a field correctly (e.g., use the correct format for inputting a DUNS number or Tax ID number).

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Lists to display the List Administration screen.

Note: If the Lists link is not in your Admin menu, you do not have the permissions to use this feature.

B

Fields List category

Locate the Company category in the browse screen by entering "comp" (or company) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: The items in this category include five company field lists, a link to the profile fields that can be made mandatory, and a link to the fields for which a Quick Tip can be added.

C

Company Quick Tips link

Click to display a list of the fields that can have a Quick Tip. To sort the fields, click on the Field Name header to toggle between ascending (A-Z) and descending (Z-A) order.

D

Quick Tip field

Click inside a field to make it editable. Enter information or instructional text to assist users in entering the correct information to populate the field, or making the correct selection in the field list. You can also phrase the quick tip as a question.

Note: You can use hypertext formatting options in your quick tips, including placing key words or phrases inside bold tags (<b> </b>) or italics tags (<i> </i>).

E

Save button

Click to save your information and add a quick tip to a Company Profile field or list.

 To edit the text for a Quick Tip, simply click inside the field and type over the existing text.