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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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Reassigning a Workflow Step

If you are designated as a step owner for a workflow, and are unable to complete the step, you can reassign it to another member of the Workflow Team. Conga Contracts will send an email to the new step owner, advising them that you have selected them as the new step owner. The email message will contain any notes that you provide during the reassignment process. The ability to reassign a workflow step guarantees that the workflow continues, uninterrupted.

A workflow step can be reassigned from two locations: Active Workflow Items portlet and Workflow Profile (Workflows) screen.

Active Workflow Items Portlet

From the Active Workflow Items portlet in your Dashboard:

  1. Click the My Steps or My Workflow Steps tab, and locate the step you want to reassign.
  2. (Optional) Review additional information for the workflow by clicking on the step record to access the Workflow Profile.
  3. Click the step's pencil icon.
  4. In the Reassign Step Owner dialog box:
    • Select the new owner of the workflow step in the list.
    • Enter a message for the person to whom you are reassigning the workflow step in the list box.
    • Click Reassign.

Workflow Profile or Workflows Screen

  1. Open the Contract, Company, or Project Profile containing the workflow with the step you want to reassign.
  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 containing the step you want to reassign, and click on it to refresh the screen and display all steps in the workflow.
    • In the Project Profile, click on the workflow in the Workflows screen.
  4. Locate the step you want to reassign, and click its pencil icon.
  5. In the Reassign Step Owner dialog box:
    1. Select the new owner of the workflow step in the list.
    2. Enter a message for the person to whom you are reassigning the workflow step in the list box.
    3. Click Reassign.
User Guide
Contracts

January 2, 2025