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Conga Support

Additional Forms Screen

This page applies to: Conga Contracts (formerly Novatus)

A list of the additional forms that can be added to a Contract, Company, or Project Profile are available from their Additional Forms screen.  The screen contains both optional forms (displayed with a white background) and required forms (displayed with a pink background).  The number of times a form has been added to the Profile is also displayed in the screen.

To access the Additional Forms screen, open a Contract, Company, or Project Profile.

  Although the Contract Profile is used in the screen shot below, the same components are also present in a Company Profile and Project Profile.

AddFormCon7.png

A

Additional Forms link

Click to display the Additional Forms screen.

  If there are required additional forms that have not been captured, the Additional Forms screen automatically displays.

B

Optional additional form records

Review a list of the additional forms that can be added to the Profile to capture additional information.

C Required additional form records

Identify the additional forms that must be captured at least once.

  • A required form displays with a pink background until the form is captured.

C

Forms Captured field

Review the number of times a form has been captured.

A required form must be captured at least once, or the Additional Forms screen will continue to display every time the Profile is opened, instead of the default Contract Family screen.

D Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

E

Column display

To customize the information in a browse screen, hover over a column heading until the Icon Column.png icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

F Reorder and Resize Columns
  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the colum
 

Additional Form Browse Screen

Each additional form that can be added to a Contract, Company, or Project Profile has its own browse screen since an additional form can be added to the Profile more than once. Since every additional form is created and named by an Administrator, the name of the form and the fields in the form will vary.

To access the Additional Forms browse screen for an additional form:

1.  Open a Contract, Company, or Project Profile.

2.  In the Links section of the Profile, click the Additional Forms link.

3.   In the Additional Forms screen, locate a form by scrolling through the list, or clicking on the Form Name or Form Description header to change the sort order of the information.

4.  Click an additional form record to display its browse screen, which contains a record of each instance the form was captured.

AddFormCon8.png

A

Additional Form records

Click an additional form record to display its Additional Form Profile.