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Conga Support

Deleting a Contract Flow Template

You can easily delete a draft contract flow template that has not yet been published, or activated. A published flow template cannot be deleted, but it can be inactivated.

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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

Flow Template Draft records

Locate the draft contract flow template you want to delete, and click on it to select it.

C

Delete Template button

Click to display a confirmation prompt.

D

Yes option

Select to delete the draft contract flow template.