Skip to main content
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.  However, an additional form can only be edited if the form has been captured at least once, as indicated by the presence of a number other than "0" in the Forms Captured column.

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

1.  Locate the additional form you want to edit, and display its Profile screen.

AddForm8.png

2.  Click Edit in the toolbar.

3.  When the screen refreshes, update the information in the fields and lists, as needed.

4.  Click Save.