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Conga Support

Additional Forms Link

The Additional Forms link in a Company Profile is used to display the Additional Forms browse screen, which lists the forms that can be added to the Profile so that supplemental information can be captured for the company.  The screen also displays a Forms Captured column, which indicates the number of times the form has been added to the Profile.

To access the Additional Forms browse screen, open a Company Profile, and scroll down to the Links section of the screen.

AddFormsLink.png

A

Additional Forms link

Click to display the Additional Forms browse screen.

  • Optional forms display with a white background and required forms display with a pink background.

  If the information for a required additional form has not been captured, the Additional Forms browse screen automatically displays every time the Company Profile is opened. In addition, a Missing Required Additional Forms heading appears at the top of the screen.

B

Additional Form record

  • Review the list of additional forms that have been (and/or need to be) captured for the Profile.
    • Click on a form record that has been captured to display a browse screen showing each occurrence of the additional form added to the Profile.
    • Click on an occurrence of the additional form to display its Profile.

C

Forms Captured field

Identify the number of times a form has been captured, or added, to the Profile.

A required form must be captured at least once. Capturing a form more than once is useful if information, such as yearly certifications, need to be tracked.

D

Column display 

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

E

Sort option  To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

F

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.