You must configure the Conga Contract Intelligence widgets on the Home page and the Agreement Detail page in CLM to use Contract Intelligence for importing documents. After you set up the contract intelligence components in CLM, you must set up the Contract Intelligence application. For more information, see Setting Up Contract Intelligence for CLM.

Prerequisites

  • You have a Conga Contract Intelligence license.
  • You have used the APTS_CCIImportAgreementStatusCategory admin entry to configure the visibility of the Intelligent Document Import button on the agreement detail page. For more information, see Admin Entries.
  • You have enabled the Enable Document Versioning and Enable Version Control comply system properties or the agreement is version-aware. For more information, see Comply System Properties.
  • You have configured the integration setting. For more information, see Configuring Integration Settings.
  • You have activated remote site settings (IntegrationSettingProd and IntegrationSettingSandbox), and CSP trusted sites (IntegrationSettingsProdURL and IntegrationSettingsSandboxURL). For more information, see Connecting to External APIs.

  • You have configured the Salesforce CORS configuration allowlist with the API URL as the origin URL pattern for the CCI host. For more information, see Configure Salesforce CORS Allowlist.

Limitation

You can only use DOC, DOCX, and PDF file types to import documents.

To configure CCI widgets on the Home page

  1. Navigate to the Home page.
  2. Click the Setup icon and select the Edit Page option.
  3. In the Components search box, enter CCIAdminContainer.

  4. Drag and drop the CCIAdminContainer component at any position on the Home page.

    You must set component visibility for the CCIAdminContainer component only for administrators.


  5. In the Components search box, enter CCIUserContainer.
  6. Drag and drop the CCIUserContainer component at any position on the Home page.
  7. Click Save.
    The following screenshot displays the CCI widgets (Conga Contract Intelligence - Admin Actions and Conga Contract Intelligence - Intelligent Document Import) on the Home page.

To configure Contract Intelligence widgets on the Agreement Detail page

  1. Navigate to the Agreement Detail page.
  2. Click the Setup icon and select the Edit Page option.
  3. In the Components search box, enter CCIUserContainer.
  4. Drag and drop the CCIUserContainer component at any position on the Agreement Detail page.
  5. Click Save.
    The following screenshot shows the CCI widget (Conga Contract Intelligence - Document Actions) on the Agreement Detail page.