Importing Documents Using Intelligent Import

You can import third-party or offline documents into CLM and run them through Contract Intelligence to extract data from them.

Prerequisites

You have a Conga Contract Intelligence (CCI) license.
Contract Intelligence for Conga CLM is configured as described in Setting Up Conga Contract Intelligence.

To navigate to CCI from the Contract List page

On the Contract List page, click Contract Intelligence.
CCI opens in a new tab. For more information, see Contract Intelligence for Users.

To import documents into a contract

On the Contract Details page, click Intelligent Document Import.
The Import Document page opens in a new tab. Follow the steps in Importing Documents and Files.

To navigate to CCI from the Contract Details page

Note

The Go to CCI Documents link is available only for the contracts having Import and Review as the status category and status, respectively.

On the Contract Details page, click Go to CCI Documents to open the imported document. The document opens in CCI for review. For more information, see Reviewing Imported Documents.