Conga Copilot can summarize various types of documents, includingcontract documents, supporting documents, global documents and others, making it easier to review lengthy contracts. Users can use the Summary feature in Conga Copilot to generate these summaries efficiently.
Prerequisites
The administrator has enabled Co-Pilot action permission on the Agreement object for the permission group assigned to your user.
User has access to contract records.
Contract recordshave associated contract documents, supporting documents, global documents and others.
To generate a document summary
Click the App Launcher icon () and select Contract Apps.
Select a contract to display the Contract Details page.
Click the Copilot icon (). This raises the Contract Documents window, displaying a list of contract documents, supporting documents, global documents, and other documents associated with the selected record.
You can open DOC, DOCX, and PDF file formats.
You can only select one document at a time for summarization.
Select a document and click Start. This action opens the document window, displaying the document details on the left and the COPILOT window on the right.
In the COPILOT window, click the Summary icon (). The DOCUMENT SUMMARY window opens showing the summary in two sections: contract summary section that highlights the key points related to the document and brief summary section that offers a concise overview of the contract.
