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Conga Support

Start a Workflow From the Contract Profile

Note: Must have workflow permission.

1. Select the  drop down from the navigation menu.

2. Select Browse contracts.


3. Find your contract

4. Click Workflows.

5. Select  New Workflow.

6. Select a Workflow Template from the drop down menu.

7. Select a Workflow Owner from the drop down menu.

8. Select Add Team Member (or select a Workflow Team if you have created one.)

Note: For more information on how to add a workflow team click here 

9. Select the user to be the step owner. You can only select from the team members (or Workflow Team) you added on the previous step.

10. Select Finish. 

11. The workflow has been successfully started.