You can import DOCX and PDF files and folders for extraction according to import rules established by the administrator. You can upload from your local file system, SharePoint, or CLM.
Discovery can use AI to identify the document type of all imported documents. Depending on the configuration and options you select, Discovery can automatically categorize all documents, only those it has identified with confidence, or wait for your review and approval before processing.
Uploading a File or Folder
You can upload one or several documents, with Discovery able to categorize all imported documents and apply worksheets as directed or as required.
You can import a document or a folder containing many documents using worksheets you choose or relying on Discovery to recognize and apply worksheets. If you have many documents that you know to be of the same type (large volumes of identical retail consumer contracts, for example), it is advantageous to define the types in advance and apply them explicitly through manual configuration. On the other hand, if you have a variety of contracts and supporting documents, as one would encounter on a single large project involving several parties and agreement types, relying on automated detection may make more sense.
Your choices affect your uploads, not those of other users.
Use case: A reviewer at an equipment leasing company has a batch of 800 customer service agreements to import after an acquisition. All were generated using the acquired company’s standard template and are thus identical in type. Rather than triggering Discovery’s automatic document-type detection, the reviewer disables Auto Detect Document Type in the Import Documents window and manually selects the Standard Service Agreement worksheet and extraction type before uploading the folder. Because every file in the batch is of the same document type, applying this one manual selection to the whole folder lets Discovery skip categorization entirely and move straight to processing, saving time and eliminating the AI’s detection step (and its cost) 800 times.
For a mixed batch of unrelated document types, such as a due-diligence project that pulls contracts from multiple counterparties, automatic detection is the better choice, because it removes the need to categorize each file by hand.
If you enter the import flow from an agreement page, note the document type (DOCX, PDF, etc.) before proceeding. This value is not persistent across all products and mismatching an existing document type with the selected search will result in an error.
From the Import pop-up, select My Computer, CLM, or Sharepoint and then click Next.
Figure 1.
This raises the Import Documents window.
The Auto Detect Document Type toggle enables or disables automatic document type detection. Enabling Auto Detect Document Type causes Discovery to detect the document type automatically from one file or from a group of possibly dissimilar files. When this toggle is disabled, reviewers must apply document types and worksheets to imported documents manually.
If your instance offers a choice, pick File to upload one document or Folder to upload a folder containing several.
Note: Your Discovery instance may or may not offer Folder as an option. This is configured with Conga’s assistance when your instance is deployed.
To re-import duplicative documents, slide the Select Duplicate Files switch off. If you leave this toggle on, Discovery filters any already-imported files out of your import.
If you enabled document type detection, select a mode from the Auto-extract after type detection for pull-down menu.
Options are:
All Documents: All documents are automatically processed, irrespective of Discovery’s confidence level.
High Confidence Documents Only: Only documents whose type is detected with sufficient confidence are processed automatically. Documents that Discovery cannot categorize with high confidence are held for manual categorization.
Manually Initiate: All documents are held in the Project Dashboard as “Categorized” until the reviewer initiates processing.
If you did not enable automatic document type detection, select a document type, worksheet, and process type from the pull-down menus.
Note: This choice is applied to all files contained in any folder selected in step 4. If you are certain all files are of the same type, this path (manual selection) can save you processing time and costs.
Select a file or folder to upload and click Import.
Note:
You can upload DOCX, PDF, PNG, or JPG files, or folders containing such files.
If you enabled Auto Detect Document Type in step 3, files do not have to be of the same document type for bulk uploading.
Discovery filters out files in formats that it cannot import. You can upload a folder containing 100 documents at a time (more are possible, but this is the recommended maximum).
Upload Property
Limit
Document size
50 MB/document
Number of pages
200
Files in bulk upload
100
Files for processing per day
1,000
Documents imported from CLM
200
The file or folder you selected is uploaded and Discovery returns you to the Project Dashboard.
Discovery reports document upload progress in the Uploading Documents pop-up at bottom right.
You can click the tabs to find out the progress of all uploads (default), successful uploads, and uploads with errors.
Success is indicated when all uploads are marked with a green check mark. If you receive errors, you can resubmit as described in Error Reprocessing.
Uploaded documents are analyzed as you directed in step 3.c.
If you selected All Documents or High Confidence Documents Only and Discovery has sufficient confidence in its analysis, Discovery automatically processes them based on the document type it determines, applying the predefined (or default) worksheet. If no default mapping is detected, Discovery generates one. When this is complete, the document appears in the Project Dashboard as “Ready for Review”.
If you selected Manually Initiate or chose High Confidence Documents Only but Discovery does not have confidence in its analysis, the document is sent to the Project Dashboard, where it is marked as “Categorized”.
You have performed the one-time setup from Microsoft SharePoint to the Conga Platform described in Microsoft SharePoint Integration.
Use case: An administrator at a commercial real estate firm connects Discovery to the firm’s Microsoft SharePoint library so paralegals can import lease agreements directly instead of downloading and re-uploading them first. From the Admin Console, the administrator opens Document Delivery Integration, clicks Connect, and signs in with the firm’s SharePoint credentials, completing the Integration Wizard. Once the Integration Wizard is connected, any paralegal with import permissions can select SharePoint as the import source and pull lease agreements directly from the firm’s document libraries, eliminating a manual download and re-upload from every import.
If the firm later changes document management systems, the administrator can remove the integration from the same Actions menu.
From the home page, click the folder icon in the left navigation bar to raise the Project Dashboard.
In the Project Dashboard, click the link text of a project name.
Click UPLOAD FILES.
Select SharePoint from the Import pop-up and click Next.
In the Import Project window, you can select Microsoft SharePoint document collections to import. You can filter these using filter criteria inscribed into several data types.
In the Document Selection section, click the checkboxes adjacent to the documents you will import or check the top box to select all documents.
Note: You can import only DOCX and PDF file types for extraction.
CAUTION: You can only import one SharePoint entity (file or folder) at a time. If you select files and then change folders to select more files, only the latest selection (whatever the current folder contains) processes.
In the Choose Processing Options section, select the document type, worksheets, and extraction types for your selected document.
Click IMPORT.
You may receive a notice that the process is in progress.
Document upload progress is reported in the Uploading Documents pop-up at bottom right. You can click the tabs to find out the progress of all uploads (default), successful uploads, and uploads with errors.
Success is indicated when all uploads are marked with a green check mark.
Reprocessing a Bulk Upload
During bulk imports, some files may have errors or may hang in the processing state for more than 24 hours. Rather than having these issues spoil the entire upload, you can reprocess a bulk upload during upload, OCR, or verification.
Likewise, if you did not get the results you expected, you can resubmit a bulk import for processing in the expectation that the AI will be better trained to find all desired provisions.
Documents that have already been reviewed (Complete) or in approval stage (Ready for Approval) cannot be resubmitted for processing.
Go to the Product Dashboard.
Select the documents you will resubmit.
Click the Bulk Resubmit () button.
Click CONFIRM.
Bulk reprocessing begins.
Import Reporting
The user uploading documents receives a daily emailed notice summarizing processed documents, with total number processed documents, and counts of successfully processed documents and documents that failed to process.
By default, documents being reprocessed are retried twice. On the second failure, the document is considered “stuck” and reported as a failure. A failure can be at any step in the upload process, up to provision extraction, that prevents the document from reaching the Ready for Review status.
Configuring Intelligent Document Detection
You can control the primary (default) worksheet for each detected document type.
Click the Advanced Settings tab on the Import Documents page.
This raises the Advanced Settings window.
For each document type you expect to import, select a document type from the pull-down menus in the DOCUMENT TYPE column or allow Discovery to select it.
Document types are configured by your administrator as part of the schema, as described in Custom Field Types. If the administrator has not configured the document type map, Discovery automatically creates a document type map and default worksheet (as well as any required custom provisions) on import.
For each document type you select, choose a worksheet from the WORKSHEET column or accept the default. If no worksheets are present for a given document type, Discovery automatically creates a worksheet (as well as any custom provisions if required). If only one worksheet is assigned to the product, continue.
Depending on your instance’s configuration, some of these options may not be available.
For each document type, the DESCRIPTION text box is pre-configured with a description entered by the administrator. If you edit this, Discovery uses your revised text to identify imported documents’ document type. If there is no description, Discovery automatically generates one. If no default worksheet is available, Discovery automatically creates a worksheet based on the uploaded document.
Discovery uses the worksheet, import type (service level), and description that you accept or specify when processing automatically recognized documents.
Note: If you edit the record type or worksheet for any imported document Discovery learns and uses this feedback to auto-classify similar documents.
Editing Import Settings
You can change the import settings used to extract a document.
A worksheet has been assigned to the imported document (by either manual assignment or automatic document type detection).
Import settings for a document may have been incorrectly configured by the administrator, or may have been incorrectly applied by the person importing the document or by Discovery’s Intelligent Document Detection. If this happens, reviewers can change the import settings to reapply them to the document. You can re-import the document using the revised worksheet immediately or allow it to queue in the import pool.
From the Project Dashboard’s document view, select a document in the Categorized, Ready for Review, or Processing state.
You cannot change the import settings for a document that is in the Complete or Deleted states.
Click the More icon () adjacent to the document for which you will change the import settings and select Edit from the resulting pull-down menu.
The Edit Import Settings dialog box is displayed.
Select the appropriate document type, worksheet, and import type (Automated, Verified, or OCR-only extraction) for this document. When you select the document type, the default worksheet is displayed in the Worksheets field, and its default import type is likewise displayed in the Import Type field.
CAUTION: The choices you make here will affect future imports. If you aren’t sure, you can simply review the document. Discovery will follow the changed import settings in future document categorization with Intelligent Document Detection.
Click Start Document Processing to process the document immediately. Otherwise, the document will enter the processing queue and will be processed in the order received.
The document you selected and all that the AI later determines to be similar are extracted using the settings you entered.
UPLOAD FILES button.
CAUTION:) button.
) adjacent to the document for which you will change the import settings and select Edit from the resulting pull-down menu.
The Edit Import Settings dialog box is displayed.