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Conga Support

Editing a Contract Type

Administrators can update the names assigned to the different types of contracts stored in the Novatus system to meet their organization's changing policies and procedures.

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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 Contract category by entering "con" (or contract) 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 eight contract 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

Contract Type list

Click to display the existing contract types displayed as a hierarchy. Contract types are displayed alphabetically.

D

Excel button

Click if the list of selections is lengthy, and you want to view the list in an Excel spreadsheet. The Excel application launches and displays a spreadsheet with an easy-to-view listing of all list items.

E

Contract Type field

If you want to change the name of a contract type, click inside the field to make it editable, and then type over the existing text.

F

Contract Sub-Type

If you want to change the name of a contract sub-type, click on the Expand icon to view the list of sub-types. Locate the correct contract sub-type, click inside the field to make it editable, and then type over the existing text.

G

Save button

Click to save your changes and edit a contract type.