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.

download

The Home Screen

The default Discovery AI user view is a home screen through which you can:
  • Import documents.
  • See recently uploaded documents.
    • Sort documents by their attributes.
    • Review which documents have been submitted for extraction.
  • Review:
    • Total Documents Uploaded
    • Total Documents Present
    • Documents Ready for Review
    • Documents Ready for Approval
    • Documents Processing
    • Documents Completed
    • Documents in Error
    • Documents Deleted
  • Open original documents from wherever they are stored: in Conga CLM or in Salesforce. If the repositories are synchronized, you can access either.

Clicking the folder in the left navigation bar opens the Project Dashboard.