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

Flows

download

Reassigning a Flow Step

A flow step owner can reassign the step to another user if they are unable to complete the task associated with the step. Once the flow step is reassigned, Conga Contracts sends an email to the new step owner, asking them to complete the task associated with the step.

If you receive an email request to complete a flow step, you can reassign your responsibility to complete the the step by forwarding the email to a person who is qualified to complete the step. A qualified person may be a program user, a company contact, or an external person. Alternatively, you can reply to the person who manually started the flow, or caused the flow to run by creating the Contract, Company or Project Profile that auto-launched the flow and generated the email message.

Reassignment is only available when the assignment is to a person.

  1. In the Flow Action Required email message that you receive for a flow step, click the Go To Contract link.
  2. Clicking the link in the email message directs you to the Conga Contracts Login screen.
    Once you log in, you are immediately directed to the Contract Profile screen.
  3. In the Contract Profile screen, click Reassign for the flow step.
  4. Using the Address Book, select the person who should complete the flow step.
  5. Click on a person's record to select them, and display their name in the Selected field.
  6. 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 . Click x to clear the filter.
  7. Click Submit.
  8. The person selected will receive a Flow Action Required email message with a Go To Contract link.
    Once they log in to Conga Contracts, they can complete the step or reassign it to another user.
User Guide
Contracts

January 2, 2025