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Conga Support

Contract Reassign Wizard

The Contract Reassign Wizard provides an efficient way to transfer contracts from one company to another. When a contract is reassigned, all of its data, including incorporated contracts, events, tasks, messages, and the people, payments, and products associated with the contract are also transferred to the new company. Novatus also stores a record of the assignment so that the contract's history can be tracked.

The Contract Reassign Wizard is launched from the Contract Profile.

A

Assign Contract Wizard

Click the Wizard Tools button and select Assign Contract in the menu.

 
Step 1: Read Welcome Screen

A

Next button

Click to proceed to the next step of the wizard.

 
Step 2: Select New Company

A

Company Selection list

Click on the list arrow icon to display a list of the available companies, and select the company that will now be assigned to the contract in the list.

Note: To quickly locate a company, type the first few letters of the company name in the Search field, and click the icon. To clear the filter, click on the icon.

 

B

Suppress Assignment History check box

Select if you do not want the assignment of the contract to the new company to show up in the History record for the contract. The History record is access by selecting the History link in the Links section of the Contract Profile.

C

Next button

Click to proceed to the next step of the wizard.

 
Step 3: Select Parent Contract

  This window will only display if the contract you are assigning is an incorporated contract (e.g., Schedule or Exhibit) vs. a root contract (Master or Individual).

A

Agreement Link list

Click on the list arrow icon to display a list of the contracts for the company, and select the parent contract for the reassigned contract.

B

Next button

Click to proceed to the next step of the wizard.

 
Step 4: Review Contract Assignment Summary

A

Contract Assignment Summary

Review for accuracy before proceeding.

B

Finish button

Click to assign the contract and exit the Contract Reassign Wizard.

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