Getting Started with Clause ID and Management
Clause Identification and Management (CIM) is activated when a user chooses to process the clauses in a document they upload to a Contract Profile. CIM also runs when a document is added to a Profile from an approved contract request, or as the result of running the Creation Wizard, eSignature Wizard, or Document Package Wizard. Processing the clauses in a document involves selecting a match between each clause in the document and a list of possible matches identified by the Conga Contracts Model.
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Getting Stated - Clause Identification and Management
The Clause Identification and Management (CIM) feature provides users with a comparison match between the clause language in a document that is added to a Contract Profile and the Conga Contracts Model, which is the standard against which individual clauses in an uploaded document are measured.