Conga Copilot can summarize a contract document that can be helpful when reviewing lengthy contracts. Users need not specifically ask the summary question in the Conga Copilot tab, instead, using the Summary tab to generate the contract document summary.. to generate the summary of the contract document.

Prerequisites

  • User has access to contract records.
  • Contract records have associated contract documents.
  • User Conga Copilot access..

To generate a contract document summary

  1. Click the App Launcher icon ()  and select Contract Apps.
  2. Select a contract to display the contract details page.
  3. Click the Copilot icon (). This raises the Contract Documents window displaying the list of contract documents associated with the selected record.

    You can open DOC, DOCX, and PDF file formats.

  4. Select a contract document and click Start. This displays the Review Document window along with the Conga Copilot and Summary tabs.
  5. Click the Summary button at the bottom of the Summary tab to generate the contract document summary.