Importing Documents and Files

To upload a file or folder

You can import files and folders for extraction according to import rules established by the administrator.

From the Home screen or from an open folder in the Project Dashboard, click the Upload Files button, or click Intelligent Document Import from the Conga CLM user interface.

CAUTION:
If you enter the import flow from an agreement page, note the document type (i.e., 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 and click Next.

Figure 1.
Upload a file or folder through the browser or drag and drop it from the desktop.

Note:
You can upload single files of the DOC, DOCX, and PDF file types for direct import, or folders containing such files. Make sure the files are of the same document type (see step 3) before bulk uploading. When uploading from a local file system, you can upload a folder of up to 1,000 documents. You can upload from Conga CLM in 200-document batches,
Select the document type from the list of available document types, relevant worksheets from available contract types to apply pre-configured worksheet rules to your import, and choose the extraction type. For extraction types, you can select:
- OCR to import the document as searchable text
- Automated Extraction to submit the document for AI-only extraction, or
- Verified Extraction to submit the document for AI extraction with attorney review.
  
  Note:
  The administrator can restrict access to these options. If so, some may not be visible.
Review the advisory messages concerning your import carefully. OCR-only imports are quick and cheap, but no fields, clauses, tables, or obligations are extracted. Automated Extraction offers AI-only processing of documents, may cost more, but is fairly quick. Verified processing, on the other hand, is high-value and can take a considerable amount of time (possibly days) but provides very high accuracy.

Note:
Verified Extraction is only available for a limited set of terms. If you receive an error after selecting Verified Extraction, try again using Automated Extraction.
Click the IMPORT button.
After a confirmation message, an Uploading Documents pop-up displays uploaded files, files remaining to upload, uploading files' progress, and those files' success and error statuses.
Note:
You can detect and skip duplicate documents from a single or bulk import. During import, a duplicate file check is made within each folder and across all folders and sub-folders. An upload pop-up dialog shows when a duplicate file is discovered, by name.

To import from Conga CLM

You have performed the one-time setup and sync of documents from Salesforce to the Advantage Platform described in Managing Data Sync.
You have documents to import from CLM.

From the Home screen or the Project Dashboard, click the IMPORT DOCUMENT button.
Select the CLM tile and click Next.

This raises the Import from CLM window.
The Import from CLM window opens to Select Agreements by default. This section lists agreements from which you can import associated documents from CLM. Select the check boxes adjacent to the agreement or agreements that you will upload from CLM.
This search box only addresses agreement names.You can filter or sort by any column and you can save these views.
In the Select Documents section, click the check boxes adjacent to the documents you will import, or check the top box to select all documents associated with the agreement selected in step 3.
This search box only addresses document names. You can filter or sort by any column and you can save these views. You can also raise a Boolean "Processed by DAI" column in your filter results to mask documents based on whether they have or have not been processed.
In the Select Processing Options section, use the Worksheet and Extraction type pull-down menus to select the correct extraction for the documents you will import.
Click IMPORT.
You may receive a notice that the import is in progress.
Discovery AI 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.

To import from Microsoft SharePoint

You have performed the one-time setup from Microsoft SharePoint to the Conga Platform described in Microsoft SharePoint Integration.

From the home page, click the folder icon in the left navigation bar to raise the Product 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 check boxes adjacent to the documents you will import or check the top box to select all documents.
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.

To resubmit a bulk upload for error reprocessing

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 before the upload is ready for review.