Importing an Offline Document Using Contract Intelligence

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

Prerequisites

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

To import documents using Contract Intelligence

1. Navigate to the Home page or the Agreement Detail page.
2. From the Conga Contract Intelligence - Document Action section, click Intelligent Document Import.
3. The Conga Contract Intelligence dashboard opens in a new tab. Import documents using Conga Contract Intelligence as described in Importing Documents and Files.