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Conga Support

Adding a Clause Category List Item

A Clause Category is used to classify a clause (e.g., Assignment, Termination, Payment Terms) so that it is readily identifiable and available as substitute language when a new contract is being negotiated or when the contract is being re-negotiated. Administrators are responsible for adding the categories that used to classify the clauses that users add to the Clause Library, as well as the clause types and the security levels that can be assigned to individual clauses.

A Clause Category must be set up before a Clause Type can be added.

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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 Clause category by entering "clause" 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 three lists: Clause Category, Clause Type, and Clause Security.

C

Clause Category list

Click to display the existing items in the list.

D

Excel button

Click if the list of clause categories 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 location types.

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

New Item - Name and Description fields

  • Click on the New Item text in the Name column, and enter a name for the list item exactly as you want it to appear in the Cause Category list.
  • Click on the Default Description text in the Description column, and type the informational text that you want to display when the user "mouses-over" this item.

G

Save button

Click to add a new item selection to the Clause Category list.