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Conga Support

Deleting a Contract Request Type

Administrators can delete an entire contract request type if it is no longer being used or 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 type.

Deleting a Contract Request Type

1.   Click Admin in the Navigation Toolbar, and click the Contract Request Types link.

2.   In the Request Type Browse screen, locate the contract request type you want to delete, and click on it to select it.

3.  In the Request Type Bundle Edit screen, click Delete Form in the toolbar.

4.  In the confirmation prompt, click Yes.

Deleting a Contract Request Type Form

1.   Click Admin in the Navigation Toolbar, and click the Contract Request Types link.

2.   In the Request Type Browse screen, locate the contract request type containing the form you want to delete, and click on it to select it.

RequestType7.png

3.  In the Request Type Bundle Edit screen, locate the form you want to delete, and click on its tab.

  Each tab in line with the Bundle Configuration tab bears the name of a form contained in the contract request type.

4.  When the screen refreshes, click Delete Request in the toolbar.

5.  In the confirmation prompt, click Yes.