home

Contracts

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Contracts

Profile Rules

Deleting a Rule for an Additional Contract, Company, or Project Form

A user with the Profile Rules Admin permission can delete a profile rule for an additional form that is linked to a Contract, Company, or Project Profile if the rule no longer applies or becomes invalid. If a profile rule contains more than one condition or action, an individual condition and/or action can also be deleted.

Deleting an Entire Profile Rule

  1. In the Profile Rules Admin screen, locate the Profile Type: Contract Additional Forms category (or Profile Type: Company Additional Forms or Profile Type: Project Additional Forms).
    Tip:

    All categories in the screen are expanded by default, displaying all the additional fields and the additional forms. Click on the collapse icon for one or more categories to increase the viewing area for another category.

  2. Locate the additional form whose profile rule you want to delete, and click on it to select it.
  3. In the Profile Rules Edit screen, locate the profile rule in the Rules section, and click its - icon.
  4. In the confirmation prompt, click Yes.

Deleting a Condition or Action for a Profile Rule

  1. Click the Gear Icon in the Navigation Toolbar, and click the Profile Rules link in the menu.
  2. In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.
  3. Locate the additional form with the profile rule whose condition/action you want to delete, and click on it to select it.
  4. In the Profile Rules Edit screen, locate the profile rule in the Rules section.
  5. Click on the rule name to select it and enable its Condition and Action fields.
    • To delete a condition, locate the condition record in the Conditions section of the screen, and click its - icon. Click Yes in the confirmation prompt.
    • To delete an action, locate the action record in the Actions section of the screen, and click its - icon. Click Yes in the confirmation prompt.
  6. Click Save.
Administrator Guide
Contracts

January 2, 2025