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Conga Support

Viewing Workflow Templates

Workflow templates are viewed and managed from the Workflow Templates browse screen, and used in conjunction with workflow teams and routing tables in the Workflow Wizard.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions.

B

Workflow link

Select to display a Workflows menu.

If the Workflow link is not in your Admin menu, you do not have the permissions to use this feature.

C

Workflows menu

Click on the Workflow Templates button to display the Workflow Templates browse screen.

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D

Workflow Template records

View the existing workflow templates. To view additional information for a template, click on it to display the Workflow Template Edit screen. From this screen, you can also edit and delete the template.

E

New button

Click to create or copy a workflow template.

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