The default Discovery AI user view is a home screen through which you can:

  • Import documents.

  • See recently uploaded documents.

    • Sort documents by their attributes.

    • Review which documents have been submitted for extraction.
  • Review: 
    • Total Documents Uploaded
    • Total Documents Present
    • Documents Ready for Review
    • Documents Ready for Approval
    • Documents Processing
    • Documents Completed
    • Documents in Error
    • Documents Deleted
  • Open original documents from wherever they are stored: in Conga CLM or in Salesforce. If the repositories are synchronized, you can access either.

Clicking the folder in the left navigation bar opens the Project Dashboard.