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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

People Lists

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Locating Items in a Functions List

A user with the List Admin permission can disable an item selection in the Functions multi-select list so that it is temporarily removed as an option when a user adds a company contact, external person, or program user. The List Admin can also permanently delete the list option if is no longer needed.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Lists links.
  2. In the List Administration screen, type people into the Search field, and press the ENTER key on your keyboard.
  3. When the results display in the Fields List section, locate the People (2 Items) category.

Disabling and Deleting Items in a Functions List

If People Fields 1-5 display in the results, these additional fields have not been renamed for use in the User Profile, and list items have not been added. Once these tasks are completed, the People Fields will not display in the People category, but can be located by entering person in the Search field.

  1. In the People category, click People Functions to display the existing functions in the right side of the screen.
    • Disable a function (and its sub-functions) by selecting its Disabled check box.
    • To disable a single sub-function, click the function's > icon to display its sub-functions. Locate the sub-function, and select its Disabled check box.
  2. Delete a function (and its sub-functions) by right-clicking the function's folder icon, and selecting Delete in the Add/Delete menu. In the confirmation prompt, click Yes.
    • To delete a single sub-function, click the function's > icon to display its sub-functions. Locate the sub-function, right-click its folder icon to display an Add/Delete menu, and select Delete. In the confirmation prompt, click Yes.
  3. Click Save.
Administrator Guide
Contracts

January 2, 2025