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Conga Support

Locating an Additional Form (Opening the Form Profile)

The additional forms that are available to capture supplemental information for a Contract, Company, or Project Profile are stored in the Additional Forms browse screen in the profile. The browse screen displays both optional and required forms, and also indicates whether or not a form has been captured, or added, to the profile.  However, not all profiles display the same list of forms since additional forms are not only specific to a contract, company, or project, but they are also used as a security measure to grant or deny access to individual forms based on your user role

  Although the Contract Profile is used in the steps below, the same steps also apply to locating an additional form in a Company Profile and Project Profile.

1.  Open a Contract Profile to view the available additional forms for the profile.

2.  In the Links section of the screen, click the Additional Forms link.

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   If a required form has not been captured (added), the Additional Forms browse screen automatically displays every time the profile is opened until the form is captured. A Missing Required Additional Forms heading appears at the top of the browse screen and the required form displays with a pink background.

3.  In the Additional Forms screen, locate an additional form by scrolling through the list, or clicking on the Form Name or Form Description header to change the sort order of the information.

  • To locate the additional forms that have already been added to the profile, change the sort order to descending in the Forms Captured column so that forms with a number greater than "0" display at the top of the list.  

A form that displays a "2" in the Forms Captured column indicates the form has been added to the profile twice.  The ability to capture the same type of data more than once is beneficial if you were tracking the progression of a contract, such as milestones and deliverables. 

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4.  Click on an additional form record to refresh the screen and display a list of records, indicating the number of times the form has been captured. From this screen you can:

  • Add an additional form.
  • Click on an additional form record to display the Profile for the form.  From the Profile, you can edit the information for the form, make a copy of the form, and view a history of the changes made to the form.

If the Profile displays only Save and Cancel buttons, it is a single-use form, which means it can be captured only once.

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