Application Setup
Access Discovery AI from Conga Contracts, Contracts for Salesforce, or Conga CLM. These products have different requirements to establish access for administrators and users. X-Author for Contracts integrates through Contracts or CLM.
Prerequisites
- You are the administrator of Conga Contracts, Contracts for Salesforce, or Conga CLM for your organization.
- Your licenses for Discovery AI and at least one of the above products are active.
Conga has provided you with the endpoint address, the API URL, the API token, and your tenant name. If you don't have this information, ask Conga for help.
If you are using a Salesforce back end with the Advantage Platform and you want to maintain a Salesforce launch experience, you need the base URL for your Advantage Platform credentials. If you don't have this information, ask Conga for help.
Setting Up Discovery AI from Contracts for Salesforce
Setting Up Discovery AI from Conga Contracts
Setting Up Discovery AI from Conga CLM
Follow the setup tasks described in:
After Setup
When you have completed these tasks, configure the app.
