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Conga Support

Adding a Responsible Person to a Contract

A contract may require people to oversee phases in its life cycle, such as negotiation, maintenance, renegotiation, and archival. The responsibilities associated with managing the phases of a contract's life cycle can be added to a Contract Profile and assigned to any of the people who have been added to the Address Book, which include program users and company contacts.

A contract responsibility is added to a Contract Profile that is in edit mode.

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A

Contract Profile

Open the Contract Profile that needs a responsibility assigned to the contract.

B

Edit Contract button

Click to display the Contract Profile in Edit mode.

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C

Add Responsibility button

Click to display a menu with a list of responsibilities for the contract.

D

Responsibility options

Locate the responsibility you want to add in the list, and click on it to select it. A new responsibility record displays in the Responsibilities section of the screen.

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E

Name field

Begin typing the first name or last name of the person you want to assign to the responsibility. Novatus displays a pop-up list with people whose names match your input. Click on a person's name to select them.

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F

Responsibility record

Ensure that the correct person has been assigned to the responsibility.

G

Save button

Click to add the responsible person to the contract.