Conga Product Documentation

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Adding New Clauses from Reviewed Documents

You can create new clause provision models based on passages you highlight while reviewing.

As a reviewer, your main task is to validate extractions based on pre-configured provision models. If your instance is configured to permit it, you can also map a clause or field that conforms to an unmapped provision.
  1. Enter the review flow as described in Reviewing Imported Clauses and Fields.
  2. Highlight a passage of interest in the document.
  3. Right-click the highlighted passage and scroll to the bottom of the drop-down menu.
    Note: It is a good idea to review the available pre-configured provision models in this menu to see if your selection conforms to any of the mapped provision models.
  4. Click +NEW CLAUSE.
    The Add New Clause window opens with the highlighted text automatically populating the Clause Text field.
  5. Enter a name for the new clause and click SAVE.
    Your new clause appears under the Clauses tab of the review panel at right.
  6. Complete your review as described in Reviewing Imported Clauses and Fields.
  • Your selected passage is now a clause provision model.
  • Your new clause is entered into CLM.

The new provision model is not automatically added to any worksheet. To do this, follow the instructions in Editing a Data Extraction Mapping, adding your new clause.