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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

Conga Product Documentation

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Contracts

Workflows for Conga Contracts

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Editing and Deleting Workflows

A workflow is edited using the Workflow Wizard, which allows you to update the name and description of the workflow, update the Workflow Team, and change the owners of the individual steps. A workflow that has been completed can be deleted to permanently remove it from the Contract, Company, or Project Profile. An active workflow can also be deleted even if all of the steps have not been completed.

Editing a Workflow

  1. Open the Contract, Company, or Project Profile containing the workflow you want to edit.
  2. Click Workflows in the Contract or Company toolbar.
    • In the Project Profile, click the Workflows link.
  3. In the Workflows section of the contract or company Workflow Profile screen, locate the workflow you want to edit, and click its pencil icon to launch the Workflow Wizard.
    • In the Project Profile, locate the workflow in the Workflows screen, and click its icon.
  4. Step through the wizard, which allows you to edit:
    • Workflow Name
    • Workflow Description
    • Workflow Owner
    • CC Workflow Owner option
    • Workflow Team, including adding and deleting individual team members
    • Workflow Step Owners
    • Deleting a Workflow

You can delete a completed workflow from the Completed Workflows view of the Workflow Profile, as well as an active workflow from the Active Workflows view of the Profile.

Deleting an Active Workflow

  1. Open the Contract, Company, or Project Profile containing the workflow you want to delete.
  2. In the Contract or Company Profile, click Workflows in the toolbar.
    • In the Project Profile, click the Workflows link.
  3. In the Workflows section of the contract or company Workflow Profile screen, locate the workflow you want to delete, and click its - icon.
    • In the Project Profile, locate the workflow in the Workflows screen, and click its - icon.
    • In the Delete Workflow prompt, click Yes.

Deleting a Completed Workflow

  1. Open the Contract, Company, or Project Profile containing the workflow you want to delete.
  2. In the Contract or Company Profile, click Workflows in the toolbar.
    • In the Project Profile, click the Workflows link.
  3. In the Workflows section of the contract or company Workflow Profile screen, click the Completed Workflows tab.
    • In the Project Profile, click the Completed Workflows tab in the Workflows screen.
  4. Locate the workflow you want to delete, and click its - icon.
  5. In the Delete Workflow prompt, click Yes.
User Guide
Contracts

January 2, 2025