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Conga Support

Clauses Link (Optional)

This page applies to: Clause ID and Management Add-on module

The Clauses link in a Contract Profile is used to display the Clauses browse screen, which displays a list of the clauses that were automatically processed by Novatus when a document was uploaded to the Profile, as well as those that were manually processed by users during Document Clause Processing.  The link is appended by a number, indicating the number of clauses that have been processed.

To access the Clauses screen, open a Contract Profile, and scroll down to the Links section of the screen.

ClauseLink.png

A

Clauses link

Click to display the Clauses browse screen.

B

Clause records

View the clauses that were trained during automatic and manual document processing.

C

Standard column

Locate the clauses with an entry of:

  • "Y" to identify the clauses that contain your company's standard contract language. 
  • "N" to identify clauses that have been modified, and therefore, no longer conform to your company's standard contract language. 

D

History icon
  • Click the Icon History.png icon for a clause with a "N" in the Standard column to display its Clause Type window.  
    • Identify the changes that have been made to the clause language.  Additions are displayed with a green background, and deletions are displayed with a pink background and text with a strikethrough effect.

E

Created By column

Identify the clauses with an entry of:

  • SYSTEM, ACCOUNT to identify the clauses that were automatically processed by Novatus.
  • [USER LOGIN NAME] to identify the clauses that were manually processed by a user.

F

Column display 

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.

G

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

H

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.
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