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Conga Support

Viewing an Additional Form Profile

An Additional Form Profile displays the fields in the additional form and the values captured when the form was completed. The Profile screen contains links to program screens that allow you to edit the information for the additional form, make a copy of the form, and view a history of the changes made to the form.

An Additional Form Profile is viewed from the Additional Forms browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing the Additional Form Profile in a Company Profile and Project Profile.

A

Additional Forms link

Click to display the Additional Forms browse screen.

 

B

Additional Form records

Locate the additional form whose profile you want to view, and click on it to display the form's browse screen.

Note: A profile only exists for forms that have been captured at least once (i.e., there is a value other than "0" in the Forms Captured column).

 

C

[Form Name] record

Locate the form whose profile you want to view, and click on it to display its Additional Form Profile.

 

 

D

Additional Form Profile fields and lists

View the information captured for the additional form.

E

Edit button

Click to edit the information for the additional form.

Note: When the form is in edit mode, you can also delete the form.

F

Copy button

Click to make a copy of the additional form. The duplicate form will display in the browse screen for this additional form.

G

History button

Click to view a history of the changes made to the additional form.

H

Back to Browse button

Click to return to the browse screen for the additional form