Skip to main content
Conga Support

Overview of Flow Components and Properties

A flow is automatically displayed at the top of a Contract, Company, or Project Profile screen as a color-coded list of stages and steps whenever a user adds a profile that meets the criteria defined in a flow template.  Flow templates are created by users with the Flow Template Admin permission and are comprised of the stages and steps in a required process or procedure, such as the steps that must be completed in creating, negotiating, maintaining, renewing, or archiving a contract.

Prior to creating a flow, administrators should become acquainted with the following: