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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

Conga Product Documentation

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Contracts

Person (User Profile) Lists

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Adding a Quick Tip to a Person Generic Field

AA user with the List Admin permission can provide a quick tip to assist users in making the correct selection in a generic list in the User Profile screen. A quick tip is usually a phrase or a short sentence that provides guidance when users have several items to choose from in a field list. Quick tips are also used to ensure users populate or format a text field correctly.

Click the Gear Icon in the Navigation Toolbar, and click the Lists link in the menu.
  1. In the List Administration screen, locate the generic fields by entering person in the Search field and pressing the ENTER key on your keyboard.
  2. When the Person Generic Fields result displays in the Fields List section, click it to display the generic fields in the right side of the screen.
  3. Locate the renamed generic field that needs the quick tip, and click in its Description field.
    Tip:

    When a generic field has been renamed, the new name of the field will display instead of the default name (People Field 1, 2, 3, 4, or 5).

  4. Enter the instruction or information you want displayed when a user hovers over the field's icon in the User Profile screen.
  5. Click Save.
Administrator Guide
Contracts

January 2, 2025