Before you or any of your users can access Discovery, you must set it up.

To set up the Discovery application, you must activate your instance, Then, you must integrate the data sources you intend to use, identify the types of agreement you expect to receive, and map for extraction the fields, clauses, tables, obligations, and insights you expect them to contain. Some of these operations have been automated, but both automated and manual setup tasks are described.

You can also configure forward and reverse data sync with Salesforce, and create your own custom provision models.