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