Sending a Message for a Flow Step
A flow step that allows an email message to be sent directly from the step is a communication, or messaging step. The email message can be sent to any person listed in the Address Book. After the message is sent, the step must be completed in Conga Contracts.
A flow step can be completed from three locations: Email from Conga Contracts, Active Workflow Items Portlet, and Profile screen.
Email Message
In the email message from Conga Contracts:
- Click the Go To Contract, Go To Company, or Go To Project link.
- (Optional) Review the completed steps:
- Action step is displayed in grayed out text.
- Approval step is displayed as Approval when it has been approved, and Declined Approval when it has been declined.
- Hover over the notepad icon to display notes provided by the user who completed the step.
- Hover over the Approve icon to display a description of the approval step.
- If no steps are displayed, click on the Stage header, which is a toggle bar to hide/display the steps in the stage.
- In the Profile screen, click Send.
- In the Messaging window, compose and send the message.
- In the Profile screen, click Complete Step to complete the step.
- (Optional) Click Override to skip the step.
Active Workflow Items Portlet
From the Active Workflow Items portlet in your Dashboard:
- Click the My Flow Steps tab, and locate the step you want to complete.
- Click on the step to display the Profile screen for the flow.
- Follow Steps 2-5 above in Email Message.
- Contract, Company, or Project Profile
- Open the Contract, Company, or Project Profile containing the flow step you want to complete.
- Follow Steps 2-5 above in Email Message.
