Contract Intelligence (Standalone) is a freestanding, hosted user and document tool that ingests documents and stores them. As requested, Contract intelligence can optically scan documents entered into it for text search, can engage a powerful artificial intelligence to interpret ingested contracts and produce working metadata, and this result can, at your discretion, be reviewed by a lawyer for the highest accuracy.
This section describes how administrators can set up, configure, and maintain the Contract Intelligence (Standalone)user experience, including:
- Managing users
- Managing groups
- Integrating and connecting Contract Intelligence to popular platforms like DocuSign and Salesforce
- Importing CSV
This section describes how Contract Intelligence (Standalone) users can:
- Get started
- Work with documents and extracted data
- Manage clauses with the Clause Library
- Schedule and receive events
- Work with the InSights metadata search enablement tool
- Manage user preferences and settings
|automated extraction||The process of taking an OCRed file and determining the meaning of its component paragraphs and clauses using AI without human verification.|
|CCI||Abbreviation for "Conga Contract Intelligence."|
|Clause Library||Storage site for clauses.|
CCI's search storage and analysis tool.
|OCR (text extraction)||OCR is an abbreviation for "Optical Character Recognition." OCR (text extraction) is a processing phase for documents in Contract Intelligence. When a document is introduced to the system, it is OCRed (if necessary) and stored.|
A document introduced in the CCI system that has been OCRed or stored as a file in its native format (Word, Excel, e.g.), but not extracted. These documents are word-searchable, but do not have meanings extracted or taxonomized and have limited tagging options.
|verified extraction||The process of taking an OCRed file and deriving the meaning of its component paragraphs and clauses using AI with human verification.|
If you are new to Contract Intelligence, begin with Getting Started.