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Discovery AI for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Discovery AI for Salesforce

Discovery AI for Users

Reviewing Imported Clauses and Fields

You have logged into Discovery AI as a reviewer as described in Accessing Discovery AI and are at the Home page.

You can review and correct the clauses and fields extracted from imported documents. Discovery AI converts all scanned or uploaded documents to PDF format for scanning and review. Provisions and other significant text are highlighted for review in an in-app PDF reader. For each detected clause or field you review, you can accept the extract, reject the extract, edit the extract, or flag the extract for review.

  1. From the Home page, click the name of a file marked "Ready for Review". Alternatively, you can click the folder icon to access the Project Dashboard, open a folder, and click the name of a file marked "Ready for Review."
    The selected document opens for review. The extracted document appears to the left, with review options to the right. The default selected option is Review. From this view, you can access tabs for Details, Insights, and Review History. From the Review tab, you can access sub-tabs for Fields and Clauses. The Fields tab opens in the default view.
  2. Passages from the extraction map that the AI has identified are highlighted in the text and identified by mapping category under the PROVISIONS FOUND heading in the review column to the right.

    For example, if a contract contains an amended effective date field, as has been mapped in the extraction map, that field is highlighted in the text and appears in the right column under its field-name heading. Provisions found in the contract are exposed in the review panel in the order they appear in the contract.

    CAUTION:

    When a clause spans a page break, Discovery AI may ingest header or footer material as part of the extracted clause language. If this happens, edit the extraction by hand to remove the extraneous information and do not re-highlight it.

  3. From an open contract in Conga Contracts, Contracts for Salesforce, or Conga CLM click Review Intelligent Document Import (if available). If the administrator has configured it and if you are named as a reviewer, you can also check out batches of files by clicking the + GET NEXT BATCH button.
  4. For found provisions, you can offer feedback on extraction quality directly to the AI (using the thumbs-up icon), mark a field or clause as reviewed (approved), or flag the entry for further attention.
  5. Provisions that were not found in the extraction are indicated in the Provisions Missing section (below Provisions Found). For each of these provisions:
    1. Review the scanned contract text at left for the passage that will satisfy this provision.
      Tip:

      You can speed this up using the in-app document search feature (the magnifying-glass icon () at top left).

    2. For each passage you find, highlight the passage, then right- or control-click the highlighted text to raise the selection pull-down. Pick the provision that matches the highlighted passage.
    3. Alternatively, you can copy the highlighted text and paste it into the appropriate provision field.
  6. Provisions in training are called out in a special section, PROVISIONS BEING TRAINED.


    For more on this, see Training Custom Provisions.

  7. Select each item to raise a summary of the field or clausefield, clause, table row, or obligation item's name and a comparison of extracted values and their interpreted value.
    Extracted clauses are compared to standard clauses and the match/non-match results displayed. Clauses that match are displayed with a "Matches with standard clause" heading. Clauses that do not match are displayed under a "Does not match standard clause" heading.
  8. When you have reviewed and validated all values, click Review Complete.
    CAUTION: This action is irrevocable. Once you mark a document as approved, you cannot edit it any further.
Discovery AI

August 18, 2025