Importing an Offline Document Using Discovery Agent
- You have a Discovery Agent license.
- Discovery Agent for Conga CLM is configured as described in Discovery Agent .
You can import third-party or offline documents into CLM and run the document through Discovery Agent to extract data from your documents.
- Navigate to the Home page or the Agreement Detail page.
- From the Discovery Agent - Document Action section, click Intelligent Document Import.
- The Discovery Agent dashboard opens in a new tab.