Access Discovery AI from Conga Contracts, Contracts for Salesforce, or Conga CLM. These products have different requirements to establish access for administrators and users. X-Author for Contracts integrates through Conga Contracts or CLM.

Prerequisites

  • You are the administrator of Conga Contracts, Contracts for Salesforce, or Conga CLM for your organization.

  • Your licenses for Discovery AI and at least one of the above products are active. 

  • Conga has provided you with the endpoint address, the API URL, the API token, and your tenant name. If you don't have this information, ask Conga for help.

  • If you are using a Salesforce backend with the Conga Platform and you want to maintain a Salesforce launch experience, you need the base URL for your Conga Platform credentials. If you don't have this information, ask Conga for help. 

To set up Discovery AI from Contracts for Salesforce

Follow the setup tasks described in:

  1. Setting up the Discovery AI Administrator Console
  2. Adding the Intelligent Document Dashboard
  3. Adding the Intelligent Document Import button
  4. Setting up Discovery AI Object Configuration

To set up Discovery AI from Conga Contracts

Follow the setup tasks described in: 

  1. Assigning Discovery AI Permissions

  2. Setting up the Discovery AI Administrator Console

To set up Discovery AI from Conga CLM

Follow the setup tasks described in:

  1. To configure CCI widgets on the home page
  2. To configure CCI widgets on the agreement detail page
  3. Connecting to External APIs
  4. Managing Offline Agreements

After Setup

When you have completed these tasks, configure the app.