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Conga Support

Editing and Deleting Additional Parties

You can easily edit the information for an additional party to a contract, as well as remove an additional party from a contract.

Editing Information for an Additional Party to a Contract

The information for an additional party is updated from the Contract Profile.

A

Expand icon

Click on the icon in the Additional Parties title bar to display open the Additional Parties section. "Additional Parties" in the title bar is appended by a number, indicating the current number of additional parties to the contract.

Note: The Additional Parties section of the Contract Profile screen will automatically display whenever the profile is opened if your Administrator has selected this system setting.

B

Additional Party record

Locate the additional party whose information you want to edit, and click on the record to display its fields in edit mode.

C

Additional Party list

If you want to change the company that is currently listed as an additional party to the contract, click on the list arrow to display a window listing all the companies in your system. Locate the correct company, and click on the company record to select it.

Note: You can page through the list using the navigation arrows, or use the Search option by entering the first few letters of the company name into the Search field and clicking the icon.

D

Notes field

If you want to edit the notes entered for the additional party, click in the field and type over the existing text, or augment the existing text.

E

Party Type list

If you want to change the party type, make a different selection in the list.

F

Party Effective Date field

If you want to change the date the additional party became a party to the contract, click in the field and type over the existing date. You can also click on the icon to use the pop-up calendar to select the date.

G

Party Expiration Date field

If you want to change the date the additional party will cease to be a party to the contract, click in the field and type over the existing date. You can also click on the icon to use the pop-up calendar to select the date.

H

Save button

Click to save your information and edit the information for the additional party to the contract.

Removing an Additional Party from a Contract

An additional party is removed from a contract from the Contract Profile.

image731.png

A

Expand icon

Click on the icon in the Additional Parties title bar to display open the Additional Parties section. "Additional Parties" in the title bar is appended by a number, indicating the current number of additional parties to the contract.

Note: The Additional Parties section of the Contract Profile screen will automatically display whenever the profile is opened if your Administrator has selected this system setting.

image747.png

B

Additional Party record

Locate the additional party you want to delete.

C

Delete icon

Click on the image721.png icon for the additional party to display a confirmation prompt.

D

Yes button

Select to remove the additional party from the contract.

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