Existingcontract request typesare viewed and managed from the Request Type Browse screen. Request Type templates are used whenever a user who does not have permissions to create a Contract Profile in Conga Contracts makes a contract request.
Click theGear Iconin theNavigation Toolbar,and click the Contract Request Types link in the menu.
In the Request Type Browse screen, locate the contract request type by its name or description.
Click on a column heading to change the sort order of the data.
Click a request type record to display its Request Type Bundle Edit screen, where you can perform the following tasks:
addbasic informationand design the contract request typeform
addrestrictions
link the request type to an existingadditional form
addformsto the request type to capture information for contracts with multiple document types, as well as reorder forms to change their sequencing in a contract request
write aprofile ruleto control the display of fields, forms, and additional forms when users make a contract request using this contract request type.
For contract requests that do not need approval, you can designate the request type asSelf-Service.