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Conga Support

Additional Forms Link

The Additional Forms link is used to display the Additional Forms browse screen, which shows any additional forms that Administrators have linked to the Contract Profile and users have completed in order to capture additional information for the contract. An additional form may be used for all contracts, or specific contract types and/or groups.

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

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A

Additional Forms link

Click to display a browse screen with a list of the additional forms that you need to complete for the contract. Required forms are displayed with a pink background.

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

B

Forms Captured field

Review the number of times a form has been captured (completed). If there is a "0" in the field, and the form is required, the form must be captured (completed) at least once.

Note: Capturing a form more than once is likely if information, such as milestone dates, need to be tracked.

C

Additional Form record

  • View the list of additional forms that have been (and/or need to be) captured for the Contract Profile. Required forms display with a pink background.
  • Click on a form record that has been captured to display a browse screen showing summary information for the additional form (shown below).

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D

Captured Additional Form records

Click on an existing additional form to display its Additional Form Profile. From the profile (shown below), you can edit the form, copy the form, view a history of the form, and delete the form.

E

New [Software Deliverables] button

Click to add (capture) another additional form

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