Conga Product Documentation

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Retiring a Wizard Design

You can Retire a Wizard design which has been deactivated when you no longer want any Wizards initiated from that design to be run by a user. When a Wizard design is retired, users can no longer initiate the Wizard or continue in-progress Wizards associated with that design from the Wizards tab.

To retire a Wizard Design

  1. Go to the Wizard Designs tab.
  2. Click Retire next to the Wizard design you want to retire.
  3. Click Retire to confirm retirement of the Wizard design. After a Wizard design has been retired, its State is displayed on the Wizard Design tab as "Retired." Click Edit next to the Wizard design to open the Wizard designer. You can review the retired Wizard design but cannot make any edits.