Skip to main content
Conga Support

Additional Forms Overview

An additional form is used to capture supplemental information for a company, contract, or project that is not captured by the default fields in the Profile screen. An additional form typically contains more than two fields, and you can add the form to a Company, Contract, or Project Profile by capturing the information requested by the form. If an additional form is required, you will receive constant reminders that the form is "missing" until you complete it by providing the required information. If the form is optional, it can be accessed by clicking on the Additional Forms link in the Company, Contract, or Project Profile.

An example of contract additional form would be a Milestone form that captures delivery dates, products/services delivered, and any notes if your company has several product/service contracts that call for regularly scheduled deliveries. An example of a company additional form would be a Certification form that captures certification types and expiration dates for each type of certification.

If additional forms exist for a Contract, Company, or Project Profile, you can perform the following tasks:

  Although the linked tasks below were written for an additional form for a Contract Profile, the steps in each task also apply to an additional form for a Company Profile or a Project Profile.