Once a workflow is created using the Workflow Wizard, Conga Contracts sends an email to the owner of each workflow step to let them know they are responsible for completing the step. The email contains a link that allows the step own to complete (or approve/decline) the step from the message, as well as links to the Workflow, Contract, and Company Profiles in Conga Contracts. The workflow steps that you need to complete can also be accessed by selecting the My Steps tab in the Active Workflow Items portlet in your Dashboard.
- Review the workflow information provided in the email message sent from Conga Contracts Workflow.
- (Optional) From the email message, click any of the following links to obtain additional information before completing or approving the workflow step once you log in to Conga Contracts:
- Go To Workflow - displays the Workflow Profile and the individual steps in the workflow.
- Go To Contract - displays the Contract Profile with links to other information, including uploaded documents.
- Go to Company - displays the Company Profile with links to other information, including company contacts.
- From the email message, complete the step by clicking:
- Complete link for an action or a communication step.
- Approve or Decline link for an approval step.