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Conga Support

Locating a Contract Profile

There are four ways to locate a Contract Profile in Novatus:

  You can locate a group of Contract Profiles that share a characteristic using an Elastic Search or Classic Search or from the All Contracts browse screen.

Elastic (or Classic) Search

Depending on the version of search you are using, you can quickly locate a Contract Profile using the contract number or a keyword/phrase that is stored in the Profile.

1.  Enter the contract number, or other identifier, in the Search field in the Navigation Toolbar, and press the ENTER key on your keyboard.

2.  In the Results screen:

  • For a Classic Search, locate the contract in the Contract Search section, and then click on the contract record to display the Contract Profile, which provides additional information for the contract, as well as links to stored  information by program feature.
  • For an Elastic Search, select the Contract check box in the TYPE section to display only contract results.  Locate the contract, and click on the Contract link to display the Contract Profile.
    • Click on More Actions to display a list of documents uploaded to the Profile.  Click on a document link to download a copy of the document.

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Recently Viewed Contracts and My Contracts Portlets

You can quickly revisit the Contract Profiles that you recently viewed from the Recently Viewed Contracts portlet in your Dashboard.  From the My Contracts portlet, you can quickly access the contracts where you are identified as a responsible person.

1.  From the Recently Viewed Contracts or the My Contracts portlet, locate the contract by scrolling through the list.

2.  Click on the contract record to display the Contract Profile.

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All Contracts ScreenEdit section

The All Contracts browse screen displays a list of all the Contract Profiles that are stored in your database, along with summary data for each Profile.

1. Click on Contracts in the Navigation Toolbar, and select the Browse Contracts link.

2.  In the All Contracts screen, enter the contract number, or other identifier, in the Search field, and press the ENTER key on your keyboard.

  To search specific fields in the Contract Profile, 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.

3.  Click on a contract record to display the Contract Profile, which provides additional information for the contract, as well as links to stored  information by program feature.

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Company Profile

The contracts for a company are stored as Contract Profiles in the Company Profile.  A list of of a company's contracts can be viewed from the Company Profile, and individual Contract Profiles can be accessed from the Company Profile.

1.  Open the Company Profile.

2.  Click the Contracts link if the Contracts screen is not automatically displayed.

3.  In the Contracts screen, locate the contract in the list.

4.  Click on the record to display the Contract Profile, which provides additional information for the contract, as well as links to stored  information by program feature.

ConSearch3.png

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