You can upload one or several documents, with Discovery Agent able to categorize all imported documents and apply worksheets as directed.

1. From the Home screen or from an open folder in the Project Dashboard, click the UPLOAD FILES button.
   CAUTION:

   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.

2. From the Import pop-up, select My Computer, CLM, or Sharepoint and then click Next.
   This raises the Import Documents window.
3. The Auto Detect Document Type toggle enables or disables automatic document type detection. Enabling Auto Detect Document Type causes Discovery Agent 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.

   

   1. If your instance offers a choice, pick File to upload one document or Folder to upload a folder containing several.
      Note: Your Discovery Agent instance may or may not offer Folder as an option. This is configured with Conga's assistance when your instance is deployed.
   2. To re-import duplicative documents, slide the Select Duplicate Files switch off. If you leave this toggle on, Discovery Agent filters any already-imported files out of your import.
   3. 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 Agent's confidence level.

      • High Confidence Documents Only: Only documents whose type is detected with sufficient confidence are processed automatically. Documents that Discovery Agent 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.

   4. 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.
4. 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 Agent 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 Agent returns you to the Project Dashboard.
5. Discovery Agent 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.
6. 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.
7. Uploaded documents are analyzed as you directed in step 3.c.
   • If you selected All Documents or High Confidence Documents Only and Discovery Agent has sufficient confidence in its analysis, Discovery Agent automatically processes them based on the document type it determines, applying the predefined (or default) worksheet. If no default mapping is detected, Discovery Agent 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 Agent does not have confidence in its analysis, the document is sent to the Project Dashboard, where it is marked as "Categorized".

1. Go to the Product Dashboard.
2. Select the documents you will resubmit.
3. Click the Bulk Resubmit () button.

   
   
   

4. Click CONFIRM.

   

You can control the primary (default) worksheet for each detected document type.

1. Click the Advanced Settings tab on the Import Documents page.

   

   This raises the Advanced Settings window.
2. 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 Agent 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 Agent automatically creates a document type map and default worksheet (as well as any required custom provisions) on import.
3. For each document type you select, choose a worksheet from the WORKSHEET column or accept the default. If only one worksheet is assigned to the product, continue.
   Administrators also control the list of available worksheets as described in Editing a Data Extraction Mapping.
4. For each document type, select an import type (OCR Only, Automated Extraction, or Verified Extraction), as described in Manually Configuring a New Data Extraction Mapping.
   Depending on your instance's configuration, some of these options may not be available.
5. For each document type, the DESCRIPTION text box is pre-configured with a description entered by the administrator. If you edit this, Discovery Agent uses your revised text to identify imported documents' document type. If there is no description, Discovery Agent automatically generates one. If no default worksheet is available, Discovery Agent automatically creates a worksheet based on the uploaded document.