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Conga Support

Editing a Supplier Registration Type

This page applies to: Conga Contracts

A user with the Supplier Registration Type Admin permission can edit a supplier registration type by changing its name and description, and revising the instructions provided to suppliers.  The Supplier Registration Type Admin can update the amount and type of information captured, as well as change the documents required for a supplier registration. The Admin can also update the individuals designated as approvers for supplier registrations.

1.   Click Admin in the Navigation Toolbar, and click the Supplier Registration Types link in the menu.

2.   In the Supplier Registration Types screen, locate the supplier registration type you want to edit, and click its registration record to select it.

3.  In the Registration Type screen, click Edit in the toolbar.

4.  When the screen displays in edit mode, perform any of the following edits:

  • Name and/or Description fields - change the name or description of the registration type.
  • Supplier Instructions field - edit (paste) the information to assist suppliers in completing the registration type.
  • Approvers multi-select list - change the users that can process the registration by clicking their name. Clear an approver from the list by clicking their selected name.
  • Supplier Link field - although you can paste a link from another supplier registration type, ensure the new link is the one you want to use.

Changing the link will not only add any documents attached from the copied registration type, but also remove any documents attached to the registration type you are editing.

  • Edit an existing field:
  • Click Add Field in the toolbar to add a field.
  • Hide a field by right-clicking it to display a Icon Hide button.png button, and then click the button.
  • Edit an existing Information Panel:
    • Click a panel (header) in the bottom section of the screen to select it and display its Field Properties grid.
      • Update the name by clicking in the Value field for Display Text.
      • Change the type of Information Panel by making a different selection in the Style list.
  • Delete an Information Panel by right-clicking it to display a  button, and then click the button.

5.  Click Save.

Supplier10.png

Updating the Documents Required for a Supplier Registration Type

In editing the documents attached to a supplier registration type, a Supplier Registration Type Admin  can attach a new document or edit an existing document. The Admin can edit a document by changing its name or type, updating the supplier instructions, or changing whether the document is required during the registration process. The Admin can also remove a document attachment from the supplier registration type.

1.   Click Admin in the Navigation Toolbar, and click the Supplier Registration Types link in the menu.

2.   In the Supplier Registration Types screen, locate the supplier registration type you want to edit, and click its registration record to select it.

3.  In the Registration Type screen, scroll down to the Documents section of the screen.

4.  Locate the document you want to edit, and click its document record to display its Document Profile screen.

To increase the viewable area in the bottom section of the screen, hover over the top of the Document Profile toolbar until the Icon Double Arrow Vertical Sized.png icon displays. Click the icon and drag it upwards.

5.  In the Document Profile screen, click Edit in the toolbar.

6. When the screen displays in edit mode, perform any of the following edits:

  • Name field - change the name of the document the supplier must complete.
  • Document Type list - update the type of document the supplier must complete in the list.
  • Instructions field - edit the instructions to assist the supplier in uploading the document to the registration type.
  • Require Document check box - select if the supplier must attach this document before submitting the registration, and clear the check box if the document attachment is optional.
  • Include Template check box:
    • Clear if the supplier is not required to download, complete, and upload one of your company's documents. 
      • This option requires the supplier to upload one of their company's documents.
    • Select if the supplier must download one of your company's documents, complete it, and then upload the completed document to the registration. When the following display:
      • Click  Icon Select.png to open a File Upload window.  Navigate to the document, click it to select it, and then click Open in the window to populate the File field.
      • Enter a description of the template in the Template Description field.
  • Click Delete in the toolbar to remove the document attachment from the supplier registration type.

7.  Click Save.

Supplier12.png