Conga Product Documentation

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To create a binder from Suggested Binders

After being set up, Contract Intelligence automatically suggests binders every 24 hours when new files that meet binder criteria are extracted. Suggested binders are suggestions only: binders are not created until you accept the suggestion.

Note:

Because the Suggested Binders feature uses the machine learning engine on the set of extracted documents, it may take a day or more after the feature is enabled for Contract Intelligence to begin suggesting binders for existing documents.

To accept binders indicated by Contract Intelligence's Suggested Binders feature:

  1. Click the Contract Binders icon in the left navigation bar to open the Contract Binders feature.


  2. Select the SUGGESTED tab.
  3. Select a suggested binder from the Name column.
  4. Click ACCEPT from the top bar.


  5. The suggested binder is created. You can rename the binder, view files in the binder and review their history, add more files, flag the binder for review, edit the binder's effective terms, or delete the binder.