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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

Person (User Profile) Lists

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Editing, Disabling, and Deleting Items in a Person Generic Field List

A user with the List Admin permission can edit the items in a generic field list in the User Profile screen to accommodate changes in the data captured for a user. A List Admin can also disable an item selection in the list so that it is temporarily removed as an option, or permanently delete it if it is no longer needed.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Lists link in the menu.
  2. In the List Administration screen, locate the generic fields by entering person in the Search field and pressing the ENTER key on your keyboard.
  3. 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.
  4. Locate the generic field with the list item you want to edit, disable, or delete.
  5. Enter the name of this generic field in the Search field, and press the ENTER key on your keyboard.
  6. When the result displays in the Fields List section, click it to display the list items for the generic field in the right side of the screen.
    • Locate the list item you want to edit:
    • Click in the Field Label field and type over the existing text to change the name of the field.
    • Click in the Description field and type over the existing text to edit its description.
  7. Locate the list item you want to disable, and click its Disabled check box.
    • Clear the check box to display the list item in the field list.
  8. Locate the list item you want to delete, and click its icon.
    • Click Yes in the Remove List Item confirmation prompt.
    • Click a field's Hidden check box to hide the field in the User Profile screen.
  9. Click Save.
Administrator Guide
Contracts

January 2, 2025