Searching and Reporting
Key Features
Case-Insensitive Search: You can search for contracts, clauses, obligations, documents, accounts, contacts, and more without worrying about the exact casing. For example, searching for "Contract", "contract", or "CONTRACT" will return the same results.
Smart Search: Supports keyword, semantic, and natural language queries. You can search using everyday language, advanced filters, and even save your search queries for future use.
Search Operators: Use AND, OR, and other operators to refine your search. You can combine objects, fields, and values for precise results.
Configurable Search Panels: Tailor search panels for different teams (legal, sales, procurement) to suit their workflows.
Document Preview and Export: Preview document snippets, open documents in PDF viewer, download, and email search results.
Best Practices
Tag contracts consistently: Ensure that the metadata fields (region, type, party, status) are filled out for meaningful filters.
Use saved filters: Create and save common queries (e.g., "All contracts expiring in 90 days").
Train teams on metadata usage: The strength of your search depends on metadata hygiene.
Limit access based on roles: Use profile permissions to restrict sensitive search results.
Leverage export and email: Export results to CSV, XLS, PDF, and share via email.
Smart Search
Smart Search returns a list of documents that match your search queries, from any records, regardless of where they are stored.
Search information using keywords.
Preview the document.
Download the document.
Export the document.
Apply filters and conditions to narrow down the search results.
You can use the Search tab on the left panel of the Contracts page to search content in CLM. The Search page displays a list of contracts. You can click the contract name link to view the Contract Details page. For more information see, Searching Contract Documents.
Reports and Dashboards
Reports & Dashboards provides pre-defined reports and dashboards customized for Conga CLM users.
Key Features
Run a report
Download a report in CSV, Excel, and PDF format
Sort data based on column values
Apply filters based on column values
For more information about accessing and viewing reports and dashboards, see Reports and Dashboards.