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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CLM for Salesforce

Smart Search to Search Content in Agreement Documents in Lightning

Searching Content in Agreement Documents

Ensure that you have generated the registration setting to use the smart search feature. For more information, see Generating Registration Setting.

  1. Navigate to the Smart Search tab.
    Note: If you have configured the quick search box on the Home page, you can initiate the search with a keyword or a query in natural language. When you press Enter, you are navigated to the Smart Search tab and you can view your query results.
  2. Enter a keyword, phrase, or text (natural language) in the search box and press Enter.
    A list of search results is displayed in rows. You can view the number of search results below the search box. You can sort the columns alphabetically by clicking the sort icons ( or ) on the column headers. You can also expand the column size by dragging the column border.
  3. Click the expand icon () to view the content snippet that contains the search query. In the content snippet, the first occurrence of the search text is highlighted.
    Note: If you search with multiple keywords, all the keywords are highlighted in the snippet and you can also view the page number in which the keyword is found. If there is no text found matching in a document, the snippet is not displayed.
  4. Click a result row to preview the document in the right panel.
    Note: The preview is not available for documents that are stored in the agreement document. To open the document, click PDF Viewer.
  5. To open the document, click the Open in PDF Viewer hyperlink.The document opens in the Conga-provided PDF viewer.
    Note: If there is a problem in loading the preview screen, an error message is displayed. You can click PDF Viewer in the error message to open the document in PDF viewer.
  6. Click the download icon () to download the document.
  7. Click the document name to download the original document associated with the record.
  8. Click Close to close the PDF viewer and return to the search results page.
  9. From the header icons, you can perform the following tasks:
    1. Email the search results:
      1. Click the Email icon () to share the search results with other users through email.The Share Search Results popup is displayed.
      2. Enter the following details:
        1. From the Share selected items in the format of dropdown, select HTML, Excel (.csv), Excel (.xlsx), or PDF format.
        2. From: Select an email address.
        3. To: Add email addresses of the recipients.
        4. Click CC beside the To field to add CC recipients.
        5. (Optional) Subject: According to your search, the subject is already added. You can also edit and customize according to your requirement.The body of the content contains the search results.
        6. Select HTML, Excel (.csv), Excel (.xlsx), or PDF format according to your requirement.

      3. Click Share.

        Note:

        You can navigate to the Agreement Detail page by clicking the agreement name hyperlink in the exported document. You can use the org-wide email address while sending an email. For more information, see Setting Up Organization-Wide Email Address. You can share multiple documents displayed in the search result as a downloadable link with a Salesforce Contact or any recipient. For more information, see Emailing Multiple Agreement Documents.

    2. Export the search results:
      1. Click the Export icon () to export the search results.The Export Selected Files popup is displayed.
      2. Select PDF or XLS according to your requirement.

      3. Enter a file name and click Export.

    3. Configure the search result columns:
      1. Click the Settings icon () to configure the fields that must be displayed as columns to search results.The Select Fields to Display popup is displayed. In the Available Fields column, you can see object names. when you select an object, you can see primary and secondary-level fields in an object. In the Visible Fields column, you can see the fields visible on the search grid.Default fields in the Visible Fields column are highlighted in yellow and cannot be moved. When you select a field to move, the field is highlighted in blue.
      2. In the search bar, type an exact field name to search for a field.
      3. Drag and drop fields from Available Fields to Visible Fields or change the position of a field.
      4. To add a new field to the search results, select a field from the Available Fields and click the icon to move the field to Visible Fields.
      5. To remove a field from the search results, select a field from the Visible Fields and click the icon to move the field to Available Fields.
      6. To reorder the fields that must be displayed to search results, click or . You can also drag and drop fields to rearrange the fields.
      7. Click Save.The field configuration is automatically applied to future searches.
        Note: When your search query includes a field that is not configured as a search result column, the field included in the search query is displayed as a search result column.
    4. Close the preview panel.
      1. Click the preview icon () to close the document preview.
  10. Click the Agreement Name hyperlink to navigate to the Agreement Detail page.
User Guide
CLM

February 5, 2026