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Conga Support

Reordering Contract Flow Templates

When a contract flow template is published, it becomes active in the Novatus system and automatically runs in all new Contract Profiles that meet the criteria defined in the flow template and any applied filters. If more than one contract flow template has been published, Administrators can control the order in which the flow templates are applied to Contract Profiles.

Note: Users with the Flow Admin permission can also run the flow for an existing contract using the Start Flow button in the Action Bar of the Contract Profile.

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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

Contract Flow Template record

Locate the contract flow template you want to move in the top section of the screen.

Important: Before moving the template, ensure the template is not listed in the Flow Template Drafts section of the screen since this indicates the most current version of the template has not been published. Publish the template before changing its priority.

C

Move option

  • Click on the flow template record to select it, and drag the template in the desired direction (upward or downward). If the message displays, you are successfully moving the template.
  • Release the mouse button to drop the template in the desired location.

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D

Contract Flow Template record

Verify that the order in which active flow templates are applied to Contract Profiles is correct.

E

Save Template Order button

Click to save your changes and reorder the contract flow templates.