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Conga Support

Viewing Contract Flow Templates

Contract flow templates are viewed and managed in the Published Contract Flow Templates screen. The screen is divided into two segments: Published Contract Flow Templates, which lists all the active templates that the Novatus system is currently running for any new contracts added to the system, and Contract Flow Template Drafts, which lists the templates that are currently being worked, but have not yet been published (activated).

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A

Navigation Toolbar

Click on Admin to display the menu, and click on Contract Flow Templates to display the Published Contract Flow Templates screen.

Note: If the Contract Flow Templates link is not present, you do not have permission to use this feature.

B

Published Flow Template records

View the existing contract flow templates that have been published. Click on a flow template record to view additional information for the template and/or to edit the template.

Note: Published flow templates can be activate or inactive.

C

Reorder Template records option

If you want to change the order in which flow templates are applied, click on the template record to select it, and then drag-and-drop it upwards or downwards to a different location in the list. If you are successfully moving a template record, the message displays during the move.

D

Save Template Order button

Click to save the current order in which active flow templates are applied when a new Contract Profile is added.

Note: An active template can also be applied to an existing Contract Profile by selecting the Start Flow button in the Action Bar of the profile if the user has the Flow Admin permission.

E

Toggle Template Active Status button

If you want to inactivate a flow template, click on it to select it, and then click the Toggle Template Active Status button. The template displays with an INACTIVE status.

F

Flow Template Draft records

View the existing contract flow templates that have not been published. Click on a flow template record to view additional information for the template, and/or to edit or publish the template.

G

Delete Template button

Select if you want to permanently delete a draft contract flow template.

Note: You cannot delete a contract flow template once it is published, you can only inactivate it.

H

New Template button

Click to create a new contract flow template.

Note: You can also add an existing workflow to a published or draft contract flow, or create a new contract flow and insert the workflow.