Processing Document Clauses
Processing a document clause involves selecting a match between a clause in your uploaded document and an existing clause type stored in Conga Contracts.. When you select a match, the language in the existing clause is updated in accordance with the clause language in your uploaded document.
Processing a document clause involves selecting a match between a clause in a document added to a Contract Profile and an existing clause type stored in the Conga Contracts Model. When you select a match, the language in the Model is updated in accordance with the clause language in your contract document.
Clause processing can be activated when a document is uploaded, document is added upon approval of a contract request, document is created using the Creation Wizard, document is added to the eSignature or Document Package Wizard, and when an existing document in the a Contract Profile has its document type changed to one of those identified for clause analysis.
When a document is added to a Contract Profile, and its document type matches one of those selected for clause analysis, the following message displays if you have permission to process the clauses in the document.
View your processed clauses by clicking on the Clauses link in the Contract Profile.