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Conga Support

Receiving Email for a Flow Step

When you receive an email message from Novatus with a subject of Flow Action Required, your input is needed to complete a step in a flow.  Completing a step involves clicking a Complete link to close a generic step, or clicking an Approve / Decline link to close an approval step.

  You can also access the flow steps that require your input by selecting the My Flow Steps tab in your Active Workflow Items portlet in the Dashboard.

Approve / Decline Links

1.  In the Flow Action Required email message, review the summary data for the flow step you have been asked to complete.

  • (Optional) Click the Go To Company link to open the Company Profile and review company information before completing the step.
  • (Optional) Click the Go To Contract link to open the Contract Profile and review information for the contract before completing the step.

2.  Click the Icon ApproveButton.png or Icon DeleteButton.png link to approve or decline the flow step.

3.  In the Compose Mail window:

  • (Optional) Provide information to support your decision to approve or decline the step by positioning your cursor below the word Approved (or Declined), and typing in your message. Use the Toolbar to apply formatting to your message, or to attach a file.

       Do not remove or replace the default text message (Approved or Declined) or the flow step will not be completed.

ApproveStep.png

  • Click Send.

Complete Link

1.  In the Flow Action Required email message, review the summary data for the flow step you have been asked to complete.

  • (Optional) Click the Go To Company link to open the Company Profile and review company information before completing the step.
  • (Optional) Click the Go To Contract link to open the Contract Profile and review information for the contract before completing the step.

2.  Click the Icon CompleteButton.png link to complete the step.

3.  In the Compose Mail window:

  • (Optional) Provide information for completing the step by positioning your cursor below the word Complete, and typing in your message. Use the Toolbar to apply formatting to your message, or to attach a file.

       Do not remove or replace the default text message (Complete) or the flow step will not be completed.

CompleteStep.png

  • Click Send.
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