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Conga Support

Editing, Disabling, and Deleting Items in a Clause Security List

A selection in a Clause Security list can be edited by changing its name or description, and by changing the order in which items are displayed in the list. A selection in a Clause Security list can also be temporarily disabled if it will be needed again in the future, or permanently deleted unless it is being used in the Clause Library of any user.

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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 Security list

Click to display the existing items in the list.

D Excel button Click if the list of security levels 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 security levels.
E Name and Description fields If you want to edit the name or description of a security list item, click inside the Name or Description field to make it editable, and type over the existing text.

F

Reorder icons

If you need to change the order in which a security item appears in the list, click on the icon to move the item up in the list, or click the icon to move the item down in the list.

G

Disabled check box

If you want to make a security list item temporarily unavailable, click inside its check box.

H

Delete button

If you want to delete a security list item, click on its icon to display a delete confirmation prompt. Select the Yes option in the prompt.

Note: If the clause security level is being used in the Clause Library, you will not be able to delete it.

I

Save button

Click to edit, disable, or delete the item selection for the clause security list.