Conga Product Documentation

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Cloning a Wizard Design

For auditing purposes and to prevent errors with any in-progress Wizards, you can only deactivate or retire an active Wizard design. To edit and repurpose a Wizard design, clone the Wizard design and edit the copy. You can also clone a draft Wizard design if you choose.

To clone a Wizard Design

  1. Go to the Wizard Design tab.
  2. Under the Actions column, click the Clone link next to the design you want to clone.
  3. In the Clone Wizard Design form, enter a unique design name for the new wizard in the Wizard Design Name field.
  4. Click outside the field then click Clone.
    The new Wizard design is created and displayed in the Wizard Design list on a new line with Status = Draft. All information is copied from the cloned Wizard.