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Conga Support

Disabling and Deleting Contract Types

A contract type can be temporarily disabled if it will be needed again in the future, or permanently deleted if this contract type is no longer used by your organization.

  A contract type can only be deleted if it is not being used by a Contract Profile. Also, deleting a contract type will also delete all of the sub-types for the contract type.

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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 scrolling through the alphabetized list until you find the Contract (10 Items) category. You can also enter "contract" in the Search field, and click the icon, but only seven (7) of the Contract lists will display since three (3) of the lists begin with the letter "A" (Additional Party Type, Address Type, and Agreement Type). 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

Disabled check box

If you want to make a contract type temporarily unavailable, locate the contract type and click inside its check box.

F

Add/Delete pop-up menu

If you want to delete a contract type, right-click on its Folder icon to display a pop-up menu, and then select the Delete option.

Note: Click on the Expand icon if you want to delete a sub-type of this contract type, and then right-click on it to display the pop-up menu.

G

Confirmation prompt

Select the Yes option to delete the contract type.

Note: If the contract type is being used in one or more Contract Profiles, a prompt will display, informing you that the contract type cannot be deleted.

H

Save button

Click to disable or delete a contract type.