Prerequisites

You must first add the Intelligent Document import button to CLM (Contracts for Salesforce). 

Use the Intelligent Document Dashboard to bulk upload documents instead of the Intelligent Document Import button or Intelligent Document Dashboard button to avoid multiple contracts uploaded to the same Agreement record. 

To access the Intelligent Document import button

  1. From within the CLM (Contracts for Salesforce) application, navigate to a contract agreement or your manually configured object.
  2. From the upper right menu, click the dropdown arrow.
  3. Click Intelligent Document Import.

Results: Access the Import Document screen.