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Conga Support

Copying a Workflow Team

The Copy feature is a quick and easy way to create a new Workflow Team using an existing, similar team. Once you create the duplicate Workflow Team, rename the team, and update the team by adding and/or deleting team members.

1.  Click Admin in the Navigation Toolbar, and click the Workflow link.

2.  In the Workflows menu, click Workflow Teams.

3.  In the Workflow Teams browse screen, click New in the toolbar.

4.  In the Workflow Team Edit screen, click Copy in the toolbar.

5.  In the Copy Workflow Team prompt:

  • Make a selection in the Select Team list.
  • Click Copy.

6.  When the screen refreshes, displaying the copied workflow team:

  • Enter a descriptive name for the workflow team in the Team Name field.
  • Enter a description of the team in the Team Description field so that its purpose is easily distinguishable from other workflow teams.
  • Update the members of the team, which includes adding and/or deleting members.
    • Use the Address Book to add program users to the team.
      • Click on a person's record to select them and add their name to the Workflow Team list box.
        • To quickly locate a person, enter the first few letters of their first or last name in the Search field, and click . To clear the filter, click .
      • Click Submit to add the team member(s) and close the Address Book.

7.  Click Save.

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