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Discovery Agent for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery Agent for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Discovery Agent for Advantage Platform

Document Review

Adding Unmapped Fields and Clauses

You can map new fields and clauses defined in CLM that are suggested by Discovery Agent from the review page.

If the administrator has enabled it, you can extend the provision models mapped for a document you are reviewing as suggested by Discovery Agent. When you import a document, Discovery Agent finds CLM fields and clauses that have been mapped and indicates which ones it has and has not found. On your request, it can display provisions that have not yet been mapped as suggestions. This feature works for fields and clauses, but not for tables or obligations.

You can review and add unmapped fields and clauses from the extraction to the worksheet before saving them to CLM. Adding an unmapped value maps the subject passage to the provision map, tying it to the fields, clauses, or values available in the CLM schema. Subsequent imports will include the new provision models and use them in extractions; however, this mapping is not retroactively applied to already-imported documents.

Use Case

A paralegal reviewing a newly onboarded software license agreement notices that it contains a “Source Code Escrow” clause, a provision that is absent from the standard software agreement worksheet. Rather than flagging it for later, she clicks Add Unassigned Clauses to map it to an existing CLM clause field in real time. The next import of a software license using this worksheet will include looking for this clause provision model as part of its review.

  1. Enter the review flow as described in Reviewing Imported Clauses and Fields.
  2. Click the Add Unassigned Fields or Add Unassigned Clauses button at bottom right.
    This raises the Manage Mappings window.
  3. In the Manage Mappings window, select a field or clause from the Select Field or Select Clause column at left. For fields, the appropriate data structure (Boolean, date, number, etc.) populates the Default Value field.
  4. For each extraction, you can select either manual or automatic extraction (auto-extraction is the default) and whether the field is required.
  5. When you have selected the correct provision model, click its right-arrow button to send it to the Mapped Provisions column.
    Note: If you map a single provision model to more than one field or clause, a conflict can result if the reviewer changes the text of one of those fields or clauses. For this reason, it’s best not to not map one provision model to multiple fields or clauses unless they represent the same thing.
  6. Click DONE.
    The new extraction is added to the set of extractions for Discovery Agent to perform and to the CLM database to save.
  7. Continue your review as described in Reviewing Imported Clauses and Fields with the new provision model added as a missing provision to the column of provisions to review.
The selected field or clause mapping is added to the associated worksheet and displayed under PROVISIONS MISSING. When you have annotated the mapping, assigned it to this field or clause, and completed the review, this value is saved back to the CLM agreement record. Discovery Agent will extract this field or clause from subsequent imported documents of this type.
Conga
Discovery AI

September 8, 2026