Conga Product Documentation

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Adding Unmapped Fields and Clauses

You can map new fields and clauses suggested by Discovery AI from the review page.

When you are reviewing imported documents, you can extend the provisions mapped for that document type as suggested by Discovery AI. When you import a document, Discovery AI finds CLM fields and clauses that have been mapped and indicates which ones it has and has not found. On your request, it can display provisions that have not yet been mapped as suggestions. This feature works for fields and clauses, but not for tables or obligations.

You can review and add unmapped fields and clauses from the extraction to the worksheet before saving them to your CLM. Adding an unmapped value maps the subject passage to the provision map, tying it to the fields and clauses available in the CLM schema. Subsequent imports will include the new provisions and use them in extractions; however, this mapping is not retroactively applied to already-imported documents.

To add an unmapped provision

  1. Enter the review flow as described in Reviewing Imported Documents.
  2. Click the Add Unassigned Fields button.
    This raises the Manage Mappings window.
  3. In the Manage Mappings window, select a field or clause from the Select Field column at left. For fields, the appropriate data structure (Boolean, date, number, etc.) populates the Default Value field.
  4. For each extraction, you can select either manual or automatic extraction (Auto-Extraction is the default) and whether the field is required.
  5. When you have selected the correct provision, click its right-arrow button to send it to the Mapped Provisions column.
    Note: You can map multiple provisions to one field.
  6. Click DONE.
    The new extraction is added to the set of extractions for Discovery AI to perform and to the CLM database to save.
  7. Continue your review as described in Reviewing Imported Documents with the new provision added as a missing provision to the column of provisions to review.
The selected field or clause mapping is added to the associated worksheet and displayed under PROVISIONS MISSING. When you have annotated the mapping, assigned it to this field or clause, and completed the review, this value is saved back to the CLM agreement record. Discovery AI will extract this field or clause from subsequent documents of this type.