A Contract, Company, or Project Profile displays a flow comprised of stages and steps at the top of the screen whenever a flow has been associated with the Profile. Users must complete the steps in the flow to accomplish a process or procedure that is required for the contract, company, or project. If a flow incorporates an existing workflow, a button displays in the flow, which runs the Workflow Wizard and then adds the workflow to the Profile.
|A||Create button||Click to run the Creation Wizard, which allows you to select a template for the wizard and create a contract using the information in the Contract Profile screen and any captured additional forms.|
|B||Complete Step button||
Click to complete the step after you have performed the task associated with the action step.
|C||Override button||Click to skip any step in the flow, and proceed to the next step.|
|D||Reassign button||Click to reassign the step to another user. The button is only present when the step is assigned to a specific user and they are allowed to reassign the step.|
|E||Notes button||Click prior to completing, overriding, or reassigning a step to provide information on your completion of the step or reason for skipping/reassigning the step.|
|G||Completed Action Step||Review the action steps that have been completed for the flow, which are displayed in grayed out text.|
|H||Completed Approval Step||
|I||Incomplete Approval Step||
Click to approve the step, to decline approval of the step, or to skip the step.
|J||Flow Step Note window||
Click to display the Flow Step Note window and provide notes on approving/declining (or completing) the step.
|K||Notes icon||Click to display the Flow Step Note window and review the notes provided by the user who completed the step, or hover over the icon to display a pop-up with the user's notes.|
|L||Closed Stage||Identify the closed stages for the flow, which display with a green background.|
|M||Active Stage||Identify the active stage for the flow, which displays with a gray background.|
|N||Active Action Step||
Identify the step that is currently active for the flow, which is displayed in black text. An action step has three buttons: Complete Step, Override, and Notes, and may include a Reassign button.
If the active step is an approval step, it will have four buttons: Approve, Decline, Override, and Notes, and may include a Reassign button.
|O||Properties icon and Flow menu||
Click to display a menu with four options for the flow:
The Invalidate Flow option is not available when a flow has been completed.
Click to run the eSignature Package Wizard.
When the wizard is run, the step will display a message until the document is signed, and then Conga Contracts will complete the step and move the flow to the next step.
|Q||Stage Header toggle bars||Click on any stage header to hide/display the steps in the flows.|