A Contract, Company, or Project Profile displays a flow comprised of stages and steps at the top of the screen whenever a flow has been associated with the Profile. Users must complete the steps in the flow to accomplish a process or procedure that is required for the contract, company, or project. If a flow incorporates an existing workflow, a Launch Workflow button displays in the flow, which runs the Workflow Wizard and then adds the workflow to the Profile.
Although the Contract Profile is used in the example below, the same components also apply to a flow in a Company Profile and Project Profile, except for the Creation Template and eSignature steps.
|Create button||Click Create to run the Creation Wizard, which allows you to select a template for the wizard and create a contract using the information in the Contract Profile screen and any captured additional forms.|
|Complete Step button||Click Complete to complete the step after you have performed the task associated with the action step.|
|Override button||Click Override to skip any step in the flow, and proceed to the next step.|
|Reassign button||Click Reassign to reassign the step to another user. The button is only present when the step is assigned to a specific user and they are allowed to reassign the step.|
|Notes button||Click Notes prior to completing, overriding, or reassigning a step to provide information on your completion of the step or reason for skipping/reassigning the step.|
|Completed Action Step||Review the action steps that have been completed for the flow, which are displayed in grayed out text.|
|Completed Approval Step|
|Incomplete Approval Step||Click Approve to approve the step, Decline to decline approval of the step, or Override. to skip the step.|
|Flow Step Note window||Click Notes to display the Flow Step Note window and provide notes on approving/declining (or completing) the step.|
|Notes icon||Click the yellow notes icon to display the Flow Step Note window and review the notes provided by the user who completed the step, or hover over the icon to display a pop-up with the user's notes.|
|Closed Stage||Identify the closed stages for the flow, which display with a green background.|
|Active Stage||Identify the active stage for the flow, which displays with a gray background.|
|Active Action Step||Identify the step that is currently active for the flow, which is displayed in black text. An action step has three buttons: Complete Step, Override, and Notes, and may include a Reassign button. If the active step is an approval step, it will have four buttons: Approve, Decline, Override, and Notes, and may include a Reassign button.|
|Properties icon and Flow menu||Click the cog icon to display a menu with four options for the flow:|
|eSignature step||Click Launch eSignature to run the eSignature Package Wizard.|
When the wizard is run, the step will display a Waiting on eSignature to Complete message until the document is signed, and then Conga Contracts will complete the step and move the flow to the next step.
|Stage Header toggle bars||Click on any stage header to hide/display the steps in the flows.|