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Conga Support

Managing Your Linked Applications

User preferences allow you to manage the applications that can be used in conjunction with Novatus, such as Salesforce or the MS Word plug-in for the Document Assembly feature.

1.  Click on your name in the Navigation Toolbar, and select the Preferences link.

UPOAuth.png

2.  In the User Preferences window, click the OAuth tab.

3.  View the applications that are available for use with Novatus Contracts.  For example, the Conga Novatus client represents the MS Word plug-in that is used in the Document Assembly feature.

4.  (Optional) Click Icon Delete to remove the application from your Novatus program.

5.  Click Submit.