You must configure Conga Contract Intelligence (CCI) set up to import documents using intelligent import.

Prerequisite

You must have Conga Contract Intelligence (CCI) license. 

To set up CCI

  1. Click  > Admin Settings > Contract Intelligence.
    The Contract Intelligence Setup page is displayed.
  2. Click New.
  3. Enter the API URL, API token, and Tenant information.

    Contact Conga Support for the Contract Intelligence Setup details.


  4. Turn on the Active toggle.
  5. Click Save.