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Conga Support

Events Link

The Events link in a Contract Profile is used to display the Events browse screen, which contains a list of all the events for the contract.  The link is appended by a number, indicating the number of events created for the contract.

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

  The events for which you have some measure of responsibility can be viewed from your My Place menu or the Upcoming Events portlet in your Dashboard.

A

Events link

Click to display the Events browse screen.

B

Event record

Review the events that have been scheduled for the contract.

C

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.

D

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

E

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.

F

New Event button

Click to create a contract event.

  When a user is designated as an event owner or identified as a person to be notified about the event, Novatus automatically sends periodic email messages to all interested parties regarding the upcoming event.