Download page Designating a Contract Request Type as Self Service.
Designating a Contract Request Type as Self Service
A user with the Request Admin permission can designate acontract request typetemplate as Self Service if the request to create this type of contract does not need to be approved. The request type template can be linked to acreation templateso that the Self Service request not only generates a Contract Profile, but also a contract document that was created using your company's standard contract.
Click the Gear Icon in theNavigation Toolbar, and click the Contract Request Types link in the menu.
In the Request Type Browse screen,locatethe request type, and click it to select it.
In the Request Type Bundle Edit screen, click a tab to the right of theBundle Configurationtab for the request type form you want to make self-service. The name of the tab will vary since it reflects the name the Request Admin provided in theRequest Namefield whendesigning the request form.
When the screen refreshes, click theSelf Servicetab.
Select the Self Service check box.
When the screen refreshes, populate the required fields. Conga Contracts will automatically approve the contract request and create a Contract Profile using the information provided.
(Optional) Make a selection in theCreation Templatelist to ensure the user making the contract request uses one of your company's standard contracts. When the request is automatically approved, a contract document is created using the template, and stored in the newly-created Contract Profile.
(Optional) Select the Stop Processing When New Company? check box to prevent users from creating a self-service contract for a new company.
(Optional) Select the Stop Processing When Company Is Inactive? check box to to prevent users from creating a self-service contract for an existing company with an Inactive status.
(Optional) Make a selection in theCurrency Typefield.
Click theBundle Configurationtab.
ClickSave.
Other tasks related to a contract request type are addingrestrictionsto control when the template is available to a user making a contract request, linking the template to an existingadditional formto capture additional information, addingformsto the template for contracts that contain multiple document type, as well as reorder the sequencing of the forms, and writing aprofile ruleto control the display of fields, request forms, and additional forms when a user makes a contract request using the template.