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Conga Support

Deleting an Additional Form

Any of the additional forms that have been added to a Contract, Company, or Project Profile can be deleted.

An additional form is deleted 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 deleting an additional form from a Company Profile and Project Profile.

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A

Additional Forms link

Click to display the Additional Forms browse screen.

B

Additional Form records

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

Note: An additional form can only be deleted if the form has been captured at least once (i.e., there is a value other than "0" in the Forms Captured column).

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C

[Form Name] record

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

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D

Edit button

Click to display the profile in edit mode.

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E

Delete button

Click to display a confirmation prompt.

F

Yes button

Select to delete the additional form.