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Conga Support

Reassigning a Contract Request

From time to time, you may need to reassign the responsibility of reviewing a contract request to another user.  Reassignment is necessary when you have already begun processing a contract request and are unable to finish it, and when you are the only approver for a specific type of contract request.

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Approvals to display your My Approvals browse screen.

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

B

Contract Request record

Locate the contract request you want to reassign, and click on it to select it. Only contract requests containing the icon can be reassigned.

C

Request Status multi-select list

If you want to filter the list of contract requests to display only those that can be reassigned, select the Submitted and Processing options in the list. You now have a list of all the reassignable contract requests that are awaiting your approval.

D

Reassign icon

Click on the  icon for the selected contract request to display the Reassign Request dialogue box.

E

Reassign Request dialogue box

Locate the new approver for the contract request in the Select the user... list, and click on the name to select him/her. Then click the Reassign button to reassign the contract request.