Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Editing an Extracted Provision

You can edit or manually populate each provision entry.
  1. From the Project Dashboard or the Home screen, open a Ready for Review document as described in Reviewing Imported Clauses and Fields.
  2. Click the "down" arrow () to open the entry.
  3. Click the edit (pen) button to open the provision for editing.
  4. Edit the provision (This edits the clause, field, or line item's metadata, not the contract text).
    Note:

    The Administrator may have configured the provision model to insert a default value if Discovery Agent could not find the provision text in the document. Such values are clearly indicated in the reviewer UI. You can edit these provisions like any other.

  5. Edit another entry or click MARK AS REVIEWED.
    Marking an entry as reviewed is not required to complete the review but is useful for tracking it.
  6. When you are done editing, click the Accept (check mark) button, confirming that it has been accurately extracted, marked, and categorized. To abort the edit, click the X.