Users can import files for extraction according to import rules established by the administrator.
From the Home screen or the Project Dashboard, click the Import Document button and select Single Document from the drop-down menu or click Intelligent Document Import from the Conga Contracts, Contracts for Salesforce, orConga CLM user interface. This may be a drop-down menu item or a button on a tile. See your product's guide for details.
These actions raise the Import Document screen to the "Upload a file" step.
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.
Select Single file upload or Folder upload. You can also slide the Skip Existing Documents toggle on to prevent uploading duplicate files or off to permit it.
Upload a file 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 you can upload ZIP files containing files in those formats . Make sure the files are of the same document type (see step 3 ) before bulk uploading. ZIP files may contain up to 100 documents.
Select the document type from the list of available document types.
You can also select from any available worksheet to apply preconfigured worksheet rules to your import.
Choose the processing option. 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:
Review the advisory messages concerning your import carefully. OCR-only imports are quick and cheap, but no fields or clauses 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.
A message appears, confirming the submission and advising that you will receive email confirmation when document processing is complete and the document is ready for review.
On folder uploads, an Uploading Documents pop-up displays uploaded files, files remaining to upload, uploading files' progress, and those files' success and error statuses.
To import from Conga CLM
You have performed the one-time setup and syncing of
documents from Salesforce to the Advantage Platform
described in Managing
Data Sync.
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.
) button.
