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Conga Support

Dynamic Forms - Unable to View, Add, or Edit

Question or Problem

Unable to view, add, or edit a dynamic form in a Company, Contract, or Project Profile.

Solution and/or Cause

Security can be applied to a dynamic form, allowing Administrators to restrict individual users from viewing, editing, and/or adding a dynamic form to a Profile. Contact your System Administrator, who can grant you access to view, edit, and/or add a specific dynamic form to a Company, Contract, or Project Profile through your user role.