Before you or any of your users can access Contract Intelligence, you must set it up. Once you have set up the Contract Intelligence application to work with Conga Contracts, Contracts for Salesforce, or Conga CLM, you must establish a connection to the AI engine that will extract your documents. Then, you must identify the types of agreement you expect to receive, and map for extraction the clauses you expect them to contain.

  1. Set up the app.

  2. Set up the AI provider.
  3. Establish the Provision Library.
  4. Map agreement types to extractions.

User Management

User access to Contract Intelligence is through Conga Contracts, Contracts for Salesforce, or Conga CLM. Use these applications' user management features to manage access to Contract Intelligence.