Skip to main content
Conga Support

My Contract Requests

If you have permission to make a contract request, the Requests link will be in your My Place menu and your My Requests portlet will display contract request records.

MyRequests1.png

A

Navigation Toolbar

Click My Place to display the menu, and then click the Requests link.

If the link is not present, you do not have permission to approve contract requests.

B

Contract Request records

View the contract requests that you have made, along with their statuses.

C Request Status multi-select list

Select one or more options in the list to change the default from all statues (no selection) to requests that have a status of Submitted, Processing, Declined, Accepted, and/or Draft.

D Request Type multi-select list

Filter the types of contract requests that display by changing the default from all (no selection) to one or more of the contract request types you used as a template when you made a contract request.

  • Clear a selection by clicking on the selected item.
E Created Within list Filter contract requests by changing the default timeframe from all (no selection) to Past Year, Past 30 Days, Past 90 Days, or Past Week.
F Search list Hover over the Search label until it turns blue Icon SearchList.png, and then click on it to display a list of searchable fields.  Click in the check box to the left of the fields you want to search.
G Search field

Locate a request by typing the first few letters of the company name or request type name in the Search field, and clicking . To clear the filter, click .

 You can also search for a  contract request using any of the other fields in the Icon SearchList.png list.  For example, if you wanted to search for a request by the request number, you would ensure Request Number is selected in the Search list, and using a wild card (*), enter *00304 in the Search field.

H Edit Draft icon Click to edit a contract request that has not yet been submitted for approval.
I Delete Request icon

Click to cancel submission of an unprocessed contract request. 

If the approval process has begun, this icon will not be present.

J Reopen Request icon

Click to edit a a submitted request that is currently being processed.

  • This icon is also present when your contract request has been declined, but you are allowed to resubmit the request after making updates.
K Jump to Contract Profile icon Click to display the Contract Profile for an approved contract request, or a Self-Service request.
L Copy Contract Request icon Click Icon Copy to Clipboard.png to make a copy of the contract request.
M Delete icon Click to delete a submitted contract request.
N

Contract request records display

Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.