Prerequisites

  • Your Contracts for Salesforce administrator has enabled Conga Copilot
  • You have added Copilot For Documents in Mobile & Lightning Actions to your page layout

To view a Contract Summary with Conga Copilot

  1. Navigate to a Contract Agreement 
  2. From the More dropdown arrow on the top right navigation menu, click Copilot for Documents
  3. Select a file and click Launch Copilot. This action opens the document window on the left displaying the document details and the COPILOT window on the right.
  4. Click Summary on the right hand menu to view a generated summary for your document.