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Conga Support

Identifying a Required Contract Field

Novatus requires that certain fields in the Contract Profile must be populated. In addition to these system-required fields, Administrators can designate additional fields that users must populate. In assigning required fields, Administrators should be sure that users will not only have the required information, but will also use the proper format in populating the field.

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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

Field 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 Required Fields link

Click to display a list of the optional fields in the Contract Profile that you can designate as required fields. To sort the optional fields, click on the Field Name header to toggle between ascending (A-Z) and descending (Z-A) order.

Note: If you want to print a list of the fields in the browse screen, click the Excel button to launch the application and display the fields in a spreadsheet.

D

Required check box

Click inside the check box for a field to select it and make the field required. To change a field from required to optional, simply de-select the field's Required check box by clicking on it.

E

Save button

Click to save your information and identify a Contract Profile field as required.