If you have a third-party paper that you want to use as a basis for your contract, Conga CLM provides you with the ability to create or import it as an offline agreement document. After an offline document is uploaded, Conga CLM tags it with metadata so that it can be checked out with X-Author for Contracts.

Conga CLM along with intelligent data extraction software enables you to run intelligent discovery on a third-party paper. The intelligently imported third-party paper is scanned by the optical character recognition method and converts the document to a searchable PDF.

This documentation is created considering Kira and Conga AI as intelligent data discovery software.

Intelligent Discovery features need add-on licenses. Please get in touch with Conga Support for more information.

For information on creating an offline document using intelligent discovery, see Working with Offline Agreements.