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