Existing contract, company, and project flow templates are viewed and managed from their respective Published Flow Templates browse screen. Aflow templatecontains the stages and steps in a process or procedure that must be administered to the companies, contracts, projects that are added to Conga Contracts. A flow automatically runs in a Profile when a new Contract, Company, or Project Profile matches the conditions defined by the restrictions, configurations, and/or filters identified in a flow template. However, a flow template can be manually run on an existing Profile by clicking theStart Flowbutton in the toolbar of the Profile screen for users with the Flow Adminpermission.
Click theGear Iconin theNavigation Toolbar, and click the Contract Flow Templates, Company Flow Templates, or Project Flow Templates link in the menu.
In thePublished Flow Templates screenfor contracts, companies, or projects, locate an active flow template in the top portion of the screen by scrolling through the list.
Locate a draft (inactive) flow template by scrolling through the list in theFlow Template Draftssection of the screen.
Double-click a flow template record to display its Flow Design Panel screen.
From the Flow Design Panel screen, you canedit,copy,publish,delete, andload a previous versionof the flow template.