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Conga Support

Workflows

Workflows are used to accomplish a list of tasks for a contract, company, or project.  A user creates a workflow by running the Workflow Wizard and selecting a template that best describes the task list.  Administrators configure the three workflow components used in the Wizard: Workflow Templates, Workflow Teams, and Routing Tables. Templates delineate the steps in the task list, Teams identify those who can perform tasks, and Routing Tables identify approval order for steps requiring approval.