You must configure integration settings to connect to external APIs and to enable content search in large files.

Prerequisite

If you are configuring the integration setting for Conga Contract Intelligence (CCI), you must first set up CCI widgets on the Home page. For more information, see Setting Up Conga Contract Intelligence for CLM.

To configure integration settings for Activation UI

  1. Navigate to the Integration Settings tab.
  2. Enter the following details:
    1. Name: Enter a name.
    2. End point URL: Enter an endpoint URL.
    3. API Token: Enter an API token.

    4. Tenant: Enter the tenant name.

      Please get in touch with Conga Support for End Point URL, API Token, and Tenant details.

    5. Search Content in Large Files?: Select the checkbox to allow searching content in large files.


      Ensure that you select the checkbox only if you need to search content in large files. Users might observe an increase in page loading time after selecting the checkbox.

    6. Personalize: Select the checkbox to search content only in the agreements that you have created or own.

  3. Click Save.

To configure integration settings for Conga Contract Intelligence (CCI)

  1. Click the Setup button on the Home page in the Conga Contract Intelligence - Admin Actions widget.

  2. In the CCI Admin Configuration popup, enter the API URL, API token, and tenant information.

    Please get in touch with Conga Support for API URL, API Token, and Tenant details.

  3. Toggle the configuration to Active

  4. Click Save.