Import Documents Using Intelligent Import
You can import third-party or offline documents into CLM and run them through Contract Intelligence to extract data from them.
Prerequisites:
- You have a Conga Contract Intelligence (CCI) license.
- Contract Intelligence for Conga CLM is configured as described in Setting Up Conga Contract Intelligence
Navigating to CCI from the Contract List Page
- On the Contract List page, click Contract Intelligence.
- Select
- CCI opens in a new tab. For more information, see Contract Intelligence for Users.
Navigating to CCI from the Contract Details Page
Note:
The Go to CCI Documents link 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 CCI Documents to open the imported document. The document opens in CCI for review. For more information, see Reviewing Imported Documents.
Importing Documents into a Contract
- On the Contract Details page, click Intelligent Document Import.
- The Import Document page opens in a new tab. Follow the steps in Importing Documents and Files.
