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Conga Product Documentation

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Mix Forms

Mix Forms Product Guide

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Form Groups

Form Groups make the selection of Forms easier and faster. If there are several forms that are frequently used together, bundle them into a form group so that you can select all the forms with one click.

To manage Form Groups, go to the Form Groups tab on the Forms Setting tab.

  1. To create a new Form Group, click the New button.
  2. Enter a Form Group Name. Choose Forms to include from the table below. When finished, click Save.

    To edit a Form Group, in the Form Groups table, click the Edit link in the Action column. While editing, you can change the Form Group Name, add forms to the group or remove forms from the group. When finished click Save.

    To delete a Form Group, in the Form Groups table, click the Del link in the Action column. A confirmation window appears. Click OK to delete it.

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Mix Forms

January 17, 2025