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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

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Contracts

Workflows

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Editing a Workflow Team

A user with the Workflow Admin permission can edit a workflow team by adding and/or deleting members of the team. They can also edit its name and description to assist users in selecting the correct team for a workflow.

A workflow team works in conjunction with a workflow template, as well as a routing table if the template contains an approval step.

  1. Click the Gear Icon in the Navigation Toolbar, and click Workflow Teams.
  2. In the Workflow Teams browse screen, locate the team you want to edit, and click on it to select it.
  3. In the Workflow Team Edit screen, you can edit:
    • Team Name and Team Description fields to clarify the use of the workflow team when users run the Workflow Wizard.
    • Members of the team by adding and/or deleting members.
    • Use the Address Book to add program users to the team.
      • Click on a person's record to select them and add their name to the Workflow Team list box. To quickly locate a person, enter the first few letters of their first or last name in the Search field, and click the magnifying glass. To clear the filter, click x.
      • Click Submit to add the team member(s) and close the Address Book.
  4. Click Save.

For more information, see Adding a Workflow Team.

Administrator Guide
Contracts

January 2, 2025