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Conga Support

Adding a Document Type Group

A Document Type Group must be created before a document type can be added to the system.  An easy way to group document types is to use the pre-defined groupings in Novatus, including Company, Contract, Project, and Global document type groups.

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A

Navigation Toolbar

Click on Admin to display the menu, and select 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 Document category by entering "docu" (or document) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: There are two lists in the Document category (i.e., Document Types and Document Type Group).

C

Document Type Group list

Click to display the existing items in the list.

D

Excel button

Click if the list of document type groups 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 document type groups.

E

Add button

Click to display a New Item record with editable fields. The New Item record displays at the top of the list.

F

Name and Description fields

  • Click on the New Item text in the Name field, and enter a name for the new document type group.
  • Click on the Default Description text in the Description field, and enter a concise description of the document group.

G

Save button

Click to add a new document type group.