Conga Product Documentation

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Searching Binders with InSights

Searching for a string, value, terms or other field across CCI brings you both individual file-level results and the most up-to-date terms, based on existing contract binders.

For example, searching for payment terms = 45 days and selecting Show Documents Only shows individual files containing "45 days" in the Payment Terms field.

The same search with Show Binders & Documents selected produces both files and any binders containing such files in their metadata. (Show Documents Only is enabled by default.)