Conga Product Documentation

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Topic Search

In addition to searching product documentation by text and searching extracted documentation's metadata, you can also search by topic. This feature uses artificial intelligence document characterization to provide access to a broader range of topics than one could acquire using fuzzy or near-miss searches.

For example, on a topic search for "Force Majeure Clause," Contract Intelligence not only searches for the term "force majeure" verbatim but also produces such terms as "act of God", "unavoidable loss" and so forth.

Though it is driven by the same AI capability that underlies Automated and Verified Extraction, the topic search capacity does not require either of these premium extractions: it works with OCR (text-only) extraction as well.

Topic search operates using the following fixed search types:

  • Assignment Clause
  • Clause/Dispute Resolution
  • Clause/NoticeSection
  • Compensation Clause
  • Confidentiality Clause
  • Contract Rate Clause
  • Force Majeure Clause
  • Indemnification Clause
  • Insurance Clause
  • Intellectual Property Clause
  • Licenses Clause
  • Productivity Clause
  • Publicity Clause
  • Reps and Warranties Clause

More topics and custom topics are under development.

Before it can work, Topic Search requires the machine learning engine to operate on the set of ingested documents, so it is not immediately available on a fresh installation: the AI must run, then the feature must be activated. If you don't see Topics in your InSights search bar, discuss the feature with your Conga Customer Success representative.

To use Topic Search

Precondition

The topic search feature must be enabled.

  1. Open InSights.
  2. Click Topics in the top search bar and select the topic search term from the drop-down menu.
  3. The results appear in the results pane.
  4. You can incorporate this search into a larger InSights search, using other search terms and strategies in addition to the topic search.

    If you don't see Topics in the InSights top bar, contact your Conga Customer Success representative.