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Conga Support

Additional Forms Screen

A list of the additional forms that can be added to a Contract, Company, or Project Profile are available from their Additional Forms screen.  The screen contains both optional forms (displayed with a white background) and required forms (displayed with a pink background).  The number of times a form has been added to the Profile is also displayed in the screen.

Although the Contract Profile is used in the example below, the same components are also present in a Company Profile and Project Profile.

AddFormCon1.png

A

Additional Forms link

Click to display the Additional Forms screen.

B

Additional Form records

Review a list of the optional forms that can be added to the profile, as well as any required forms that must be added.

  • Click on an additional form record to open the browse screen for the form, showing each occurrence of the additional form added to the Profile.
    • From the browse screen, click on an additional form to display its Profile.

C

Forms Captured field

Review the number of times a form has been captured.

A required form (displayed with a pink background) must be captured at least once, or the Additional Forms screen will continue to display every time the Profile is opened, instead of the default Contract Family screen.

D

Additional Forms records display

  • To customize the information in a browse screen, hover over a column heading until the Icon Column.png icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
  • To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the column.
 

Additional Form Browse Screen

Each additional form that can be added to a Contract, Company, or Project Profile has its own browse screen since an additional form can be added to the Profile more than once. Since every additional form is created and named by an Administrator, the name of the form and the fields in the form will vary.

The Attorney and Attorney Fees browse screen for the two additional forms that were added to the Granick GRA-IND-00032 Contract Profile are shown below.  The Attorney and Attorney Fees additional form was created and linked to the Profile by an Administrator. The form was added to the Profile twice by a user.

AddFormCon2.png

A

Additional Form records

Click on an additional form record to display its Profile.