A flow step that allows an email message to be sent directly from the step is a communication, or messaging step. The email message can be sent to any person listed in theAddress Book. After the message is sent, the step must be completed in Conga Contracts.
A flow step can be completed from three locations: Email from Conga Contracts,Active Workflow Items Portlet, andProfile screen.
Email Message
In the email message from Conga Contracts:
Click the Go To Contract, Go To Company, or Go To Project link.
(Optional) Review the completed steps:
Action step is displayed in grayed out text.
Approval step is displayed as Approvalwhen it has been approved, and Declined Approvalwhen it has been declined.
Hover over the notepadicon to display notes provided by the user who completed the step.
Hover over the Approveicon to display a description of the approval step.
If no steps are displayed, click on the Stage header, which is a toggle bar to hide/display the steps in the stage.
In the Profile screen, click Send.
In the Messaging window, compose and send the message.
In the Profile screen, click Complete Stepto complete the step.
(Optional) Click Overrideto skip the step.
Active Workflow Items Portlet
From theActive Workflow Items portletin your Dashboard:
Click the My Flow Stepstab, and locate the step you want to complete.
Click on the step to display the Profile screen for the flow.
Follow Steps 2-5 above inEmail Message.
Contract, Company, or Project Profile
Open theContract,Company, orProjectProfile containing the flow step you want to complete.