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Conga Support

Setting Up a Location Quick Tip

The Quick Tip feature 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 Location Type field list. Quick tips are also used to ensure users populate a field correctly (e.g., suggest possible localities for the Location Name 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

Fields List category

Locate the Address category by entering "location" in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon. The Search option is used to search for field lists, and not list categories.

Note: The items in this category include one field list, a link to the location fields that can be made mandatory, and a link to the fields for which a Quick Tip can be added.

C

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

Note: You can use HTML 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 field list (or field) in the Locations screen.