Import Documents Using Discovery Agent
You can import third-party or offline documents into CLM and run them through Discovery Agent to extract data from them.
Prerequisites:
- You have a Discovery Agent license.
- Discovery Agent for Conga CLM is configured as described in Discovery AI Setup .
Navigating to Discovery Agent from the Contract List Page
- On the Contract List page, click Discovery Agent from the left pane.
- Discovery Agent opens in a new tab. For more information, see Discovery AI for Users.
Reviewing Imported Clauses and Fields
Note:
The Go to Discovery Agent action button is available only for the contracts having Import and Review as the status category and status, respectively.
On the Contract Details page, click Go to Discovery Agent to open the imported document. The document opens in Discovery Agent for review. For more information, see Reviewing Imported Clauses and Fields.