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Conga Support

Editing an Additional Form

You can edit the information captured for any of the additional forms added to a Contract Profile, Company Profile, or Project Profile.

An additional form is edited 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 editing an additional form 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 you want to edit, and click on it to display the form's browse screen.

Note: An additional form can only be edited if the form has 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 you want to edit, and click on it to display its Additional Form Profile.

D

Edit button

Click to display the profile in edit mode.

E

Additional Form Profile fields

Edit the information, as needed.

 

F

Save button

Click to save your updates and edit the additional form.