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Conga Support

Contract Profile

The Contract Profile contains basic information for the contract, such as its value, purpose, status, effective and expiration dates, and renewal information, as well as links to stored data, including contract documents, events, and document packages that are used to negotiate contracts and obtain electronic signatures on final documents.

When the Contract Profile is in edit mode, you can create an event alert for the original expiration date and manage the responsibilities associated with the contract.

Open a Contract Profile from the Recently Viewed Contracts portlet in your Dashboard or the All Contracts browse screen, or use the Elastic Search feature to locate the contract.

Contract Profile - Active Mode

ContractProfile1.png

A

Additional Parties section

Click to display any additional parties to the contract.

  A contract is typically an agreement between two parties.

B

Contract basic information fields

Review the information captured for the contract, including the required Contract Group, Contract Number, Agreement Type, Contract Type, Legal Entity, and Status fields.

The contract number is issued by Novatus, but can be set by a user if the contract numbering permission is enabled in System Settings.

C

Term and Renewal section Review the contract's effective and expiration dates, term type, and renewal information.

D

Contract Additional Fields section Expand the section to review any custom fields, which are designed to capture additional information for the contract.

E

Links section

Review additional stored information for the contract by clicking on the listed links.  

A link that is appended with a number other than zero (0) indicates there is additional information stored for the contract.  For example, a Documents (2) link indicates there are two documents stored in the Documents browse screen that is linked to the Contract Profile.

F

Configure Icon

Click to display a Configure Links prompt. 

  • Clear the check boxes for all the links you want to remove from the Links section of the Profile.
  • Click Submit.

You cannot remove the Contract Family or the Additional Forms links from a Contract Profile.

G

Search option (linked browse screens)

  • Click Icon SearchList.png to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
  • Enter a beginning keyword or value in the Search field, and click
  • Click Icon Search Clear.png to clear the filter.

H

Column display (linked browse screens)

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

I

Sort option (linked browse screens) To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

J

Reorder and Resize Columns (linked browse screens)

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.
K Profile toolbar Use the buttons in the toolbar to perform contract-related tasks.
L Flow Stages and Steps Click on an action button to complete a step in a contract flow.

Contract Profile - Edit Mode  

To display the Contract Profile in edit mode, click Edit Contract in the toolbar.

ContractProfile2.png

A

Event Alert icon Click  in the Original Exp Date field to set up an event alert for the original expiration date.
B Help icon Click  to receive instructions or information on correctly populating a field or making a selection in a list.
C Responsibilities section

Manage the responsibilities associated with the contract:

  • Click Add Responsibility to add a contract responsibility.
  • Click Icon Delete to remove a contract responsibility.
  • Click in the Name field to activate the list, and update the contract responsibility by assigning it to another user.
D Save button Click to return to the Contract  Profile in active mode.

 

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