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Conga Support

Deleting a Contract Request Bundle Type

Administrators can easily delete an entire contract request bundle type if it is no longer being used or it is no longer appropriate to their company's method of doing business. Alternatively, Administrators can delete any of the forms that comprise a contract request bundle type.

Delete an Entire Contract Request Bundle Type

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A

Navigation Toolbar

Click on Admin to display a menu, and select Contract Request Types to display the Request Type Browse screen.

Note: If the Contract Request Types link is not present, you do not have the permissions to use this feature.

B

Request Bundle Type records

Locate the request bundle type you want to delete, and click on it to display its Request Type Bundle Edit screen.

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C

Delete Form button

Click to display a delete confirmation prompt.

D

Yes option

Click to delete the contract request bundle type.

Delete a Form in a Contract Request Bundle Type

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A

Navigation Toolbar

Click on Admin to display a menu, and select Contract Request Types to display the Request Type Browse screen.

Note: If the Contract Request Types link is not present, you do not have the permissions to use this feature.

B

Request Bundle Type records

Locate the request bundle type you want to delete, and click on it to display its Request Type Bundle Edit screen.

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C

Contract Request Type form

Locate the form you want to delete, and click on it to display its Request Type Bundle Edit screen.

Note: The forms in the bundle are listed to the right, and on the same level, as the Bundle Configuration tab.

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D

Delete Request button

Click to display a delete confirmation prompt.

E

Yes option

Click to delete the contract request type form.