Conga Product Documentation

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The Project Dashboard

The Project Dashboard offers two working views of the project. These enable folder management, and once a folder is selected, document management and review.

Accessing the Project Dashboard

You have opened Discovery AI.
From the Home page, click the folder () icon in the left margin to open the Project Dashboard.
From the Project Dashboard, you can:
  • Review projects (groupings of contracts and supporting documents), including their current status in the system.
  • Manage projects, including renaming or deleting them.
  • Sort, filter, search, and select documents in various states of readiness for review.
  • Import one or more documents.
  • Resubmit one or more documents for AI processing and extraction.
  • Customize your page view.
  • Export a CSV report of all documents and their statuses.
  • Schedule a CSV report of all documents and their statuses

Customizing the View

You can control which columns appear and their order.

You can control which columns appear in your view, the order in which they appear, and freeze one or more columns.
  1. Click the View Settings icon ().


    This raises the View Settings page.
  2. Click any field in the Available list.
  3. Click the add () or right arrow () icon to add it to the Showing list. Click Insert All to add all available fields to the Showing list.
  4. Click any field in the Showing list.
  5. Click the subtract () or left arrow () icon to remove the field from the Showing list. Click Remove All to remove all the fields from the Showing list.
  6. Click the up () or down () arrow icons to rearrange the fields in the Showing list. This is not available for all columns.

    The order of the fields in the Showing list is displayed as a column view (left to right) in the user interface.

  7. Activate the Freeze Column slider to freeze the first column (first field in the Showing list). In some implementations, you can freeze multiple columns by sliding the divider down the list.
  8. Click Apply to save the changes or Cancel to close the View Settings page.
The view settings are customized for the current session
To save a custom view for subsequent sessions, see Saving a Custom View.

Editing a Custom View

You can change any custom view you have created.

You have created a custom view as described in Saving a Custom View.
You can change any custom view you have created.
  1. Open the Project Dashboard.
    The Project Dashboard opens to the default view.
  2. Open the view selector above the grid view and select the view you will revise .
  3. Select the menu-edit () and filter () icons to make the changes you want, as described in Customizing the View.
  4. Hover over the view you will edit.
  5. Click the More icon () to the right of the view item and click Edit View Details.
    This raises the Edit View pop-up.
  6. If you want to rename or change the description of the view or change it to your default view, do so in the Edit View pop-up. You must change at least one character in one field.
  7. Click Update.
The modified view setting is saved under the selected name.

Saving a Custom View

You can save custom views for future sessions.

You have created a custom view as described in Customizing the View.
If you create a custom view, you can save it for future sessions, and you can share this custom view with other users.
  1. When you have created a view that you want to save, click the view selector and then the + Create New View button.
  2. You must enter a name and may enter a description of the view. You can check the Set as default view check box to make this view your default view. Administrators can set a view to be public (all reviewers can access it) or private (only the creator can access it). Reviewers can only create private views.
  3. Click Save.
The new view can now be recalled across sessions.

Recalling a Custom View

You can change your project view to a view that you or your administrator have saved.

You or your administrator have saved a custom view as described in Saving a Custom View.
If you or your administrator have saved custom views, you can recall them, changing your project view to the desired layout.
  1. Open the Project Dashboard.
    The Project Dashboard opens to the default view.
  2. From the default view, open the view selector above the grid view.
  3. Select the pre-configured view you want.
The Project Dashboard is laid out as previously configured in the selected view.

Deleting a Custom View

You can delete your private custom views. Administrators can delete their private custom views and public ones.

You or your administrator have saved a custom view as described in Saving a Custom View.
You can remove custom views that no longer do work you need.
  1. Open the Project Dashboard.
    The Project Dashboard opens to the default view.
  2. Open the view selector above the grid view and hover over the view you will delete.
    Note: Public views can only be deleted by an administrator.
  3. Click the More icon () to the right of the view item and click Delete.
  4. Click Confirm.
The custom view is deleted.

Folder Management

The initial Project Dashboard view offers directory management features.

From this view, you can:

You can also open any folder to view the documents it contains. This opens a second Project Dashboard view, which lists a project's documents.

Renaming and Deleting Folders

To rename a folder, click the More icon () and select the Edit pull-down menu item.



Enter the revised folder name and click Save.

To delete a folder, click the More icon and select the Delete pull-down menu item. Alternatively, you can select the box adjacent to the folder name and click the delete icon above the Project Dashboard grid. You can select one, several, or all folders (except the default) for deletion using this method.

Note: The default folder cannot be deleted. You can only rename it.

Document Reports

Generate CSV- or Excel-format reports that detail the documents in the system.

From the Project Dashboard's folder view, you can generate comma-separated value (CSV) or Excel-format reports detailing the documents in the folders. These reports contain fields for the following properties for every subject file:

  • Document ID
  • File name
  • Folder name
  • Uploaded date
  • File type (This is the document's data format: for example, "pdf" or "docx".)
  • Import type (This describes the document's review type: OCR-only (no review), Automated Extraction (AI extraction), or Verified Extraction (Automated Extraction with a human reviewer.)
  • Processing status (Processing, Ready for Review, Ready for Approval, Complete, or Error)
  • Assignee (name of the user assigned to review the document)
  • Deleted status (a yes/no Boolean indicating whether the file in the system is marked "deleted")
  • Review level (a 0, 1, or 2 corresponding to the number of review and approval steps the document extraction must pass. See Setting Up a New Data Extraction Mapping for more.)
  • Contract type (such as "MSA", SOW", etc.)
  • File size (in KB or MB)
  • Error messages associated with the uploaded file.
  • Extraction time (minutes from the start of processing to Ready for Review)
    Note:
    • For bulk uploads, documents are queued before processing. Queue time is not included in the extraction time.
    • For documents that have been retried or reprocessed, the final extraction time reflects the total elapsed time from the initial processing start time to the latest Ready for Review time stamp.​
  • Review time (total elapsed time, in minute increments, from the document entering the Ready for Review state to the Complete state)
  • Number of provisions requested (This is the number expected from the extraction)
  • Number of pages
  • Number of provisions extracted
  • Worksheets associated with the file (See Setting Up a New Data Extraction Mapping for more)
  • Reviewed By (user name of the reviewer)
  • Review Count (the number of times the document review has been retried)

You can generate such a report for all documents in the system, all documents in a folder, or a list of hand-selected documents.

You can also schedule an automated report as described in Scheduling a Document Report

Exporting a Report of All Documents

You can generate a snapshot of all documents in the system in a CSV-formatted report.

  1. Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
  2. Click the EXPORT CSV button to the top right of the Project Dashboard's folders view.
  3. When the report is complete, your browser prompts you to download the report. Accept it and download your report for review.
Discovery AI generates a CSV file detailing the contents of all folders. This format is compatible with almost all spreadsheet applications.

Exporting a Folder-Level Document Report

Generate a report of all documents in a folder in CSV format.

You can generate a snapshot report of all documents in a folder in CSV format.

  1. Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
  2. Click the folder's hypertext name to open it.
  3. Click the EXPORT CSV button to the top right of the Project Dashboard's folders view.
  4. When the report is complete, your browser prompts you to download the report. Accept it and download your report for review.
Discovery AI generates a CSV file detailing the contents of the open folder.

Exporting a View-Level Document Report

Export a CSV or Excel report of one document row up to all selected objects.

A separate report-download feature enables you to generate a report of selected objects on display. These reports reflect only the information displayed in the user interface. They are not as detailed as the reports generated using the EXPORT CSV button described in Exporting a Report of All Documents, and Exporting a Folder-Level Document Report.

When you issue this command from the top level of the Project Dashboard's folder view, the report contains visible information about the selected folders on the screen:

  • Name
  • Document Count (number of documents in the folder)
  • Last Modified (date and time)
  • Source (where the information came from, such as CLM)
  • Status (current status of the document in the review cycle)
The report fields correspond to the header row in this figure.
When you issue this command from within a folder, the generated report displays visible information about the selected files':
  • Name
  • Type (the document's data format: for example, "pdf" or "docx".)
  • Uploaded date
  • Is Flagged (Boolean indicating whether the item has been flagged for review)
  • Size (in KB or MB)
  • Import Type (OCR, Automated Extraction, or Verified Extraction)
  • Assignee
  • Review Level (0, 1, or 2, corresponding to the number of required reviews)
  • Comment
  • Status (the file's current stage in the review process, e.g., "Processing", "Ready for Review")
  • Modified Date
  • Owner
  • Agreements (link text to the parent agreement source, i.e., CLM for Advantage Platform or Salesforce)
  • Worksheet (the name of the worksheet that extracted this document's data)
The report fields correspond to the header row in this figure.
  1. Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
  2. Either:
    • Select the check boxes next to the folders you want a report on, or
    • Click a folder name to open it and then click the check boxes next to the files you want a report on.
  3. Select the output format (Export as CSV or Export as Excel) from the download icon ().
This exports a listing of the selected folders, detailing the columns on the page.

Schedule Document Reports

You can schedule document reports and temporarily or permanently stop scheduled document reports .

You can schedule daily, weekly, or monthly reports of documents uploaded or changed by Discovery AI. When you no longer want to receive scheduled document reports, you can pause their delivery or delete the report schedule.

Scheduling a Document Report

You can schedule daily, weekly, or monthly document list reports.

With this feature, you can ask Discovery AI to generate a report that lists all files changed in the system during the scheduled release interval, including their:
  • Document ID
  • File name
  • Folder name
  • Uploaded date
  • File type (This is the document's data format: for example, "pdf" or "docx".)
  • Import type (This describes the document's review type: OCR-only (no review), Automated Extraction (AI extraction), or Verified Extraction (Automated Extraction with a human reviewer.)
  • Processing status (Processing, Ready for Review, Ready for Approval, Complete, or Error)
  • Assignee (name of the user assigned to review the document)
  • Deleted status (a yes/no Boolean indicating whether the file in the system is marked "deleted")
  • Review level (a 0, 1, or 2 corresponding to the number of review and approval steps the document extraction must pass. See Setting Up a New Data Extraction Mapping for more.)
  • Contract type (such as "MSA", SOW", etc.)
  • File size (in KB or MB)
  • Error messages associated with the uploaded file.
  • Extraction time (minutes from the start of processing to Ready for Review)
    Note:
    • For bulk uploads, documents are queued before processing. Queue time is not included in the extraction time.
    • For documents that have been retried or reprocessed, the final extraction time reflects the total elapsed time from the initial processing start time to the latest Ready for Review time stamp.​
  • Review time (total elapsed time, in minute increments, from the document entering the Ready for Review state to the Complete state)
  • Number of provisions requested (This is the number expected from the extraction)
  • Number of pages
  • Number of provisions extracted
  • Worksheets associated with the file (See Setting Up a New Data Extraction Mapping for more)
  • Reviewed By (user name of the reviewer)
  • Review Count (the number of times the document review has been retried)
  1. Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
  2. Click the SCHEDULE REPORT button.
  3. Enter a name for the report, select its frequency and duration, and enter the email addresses to receive success and failure reports.
  4. Click Save.
    Discovery AI shows a success message, and the SCHEDULE REPORT button indicates the report's scheduled status with a green check mark.
You will receive emailed reports at the addresses you entered starting on the next day, week, or month.
Pausing, Resuming, or Removing a Scheduled Document Report
  1. Open the Schedule Report feature as described in Scheduling a Document Report.
  2. You can pause the scheduled document report by clicking the PAUSE button.
  3. Click the CONFIRM button.
    Discovery AI shows a success message, and the SCHEDULE REPORT button in the Project Dashboard indicates the paused report with a red icon.
  4. Restore the scheduled document report by clicking the SCHEDULE REPORT button, then the RESUME button.
  5. To remove the scheduled report permanently, click the DELETE button, then confirm your decision.
    The SCHEDULE REPORT button returns to its unconfigured state.

Document Management

The second Project Dashboard view displays documents and helps you manage them in a folder.

From this document-level Project Dashboard view, you can:

  • Review the current status of documents in the system.
  • Inspect at a glance any document's file name, document type, upload date and time, size, import type (Automated Extraction, Verified Extraction, or OCR), the current review assignee (if any), any comments added concerning the reviewed document, its current review status, the last time the document was modified, its owner, and which pre-configured worksheet was used to extract any provisions found in the document.
  • Customize your document-level view as described above for the folder-level view.
  • Sort, filter, search, and select documents in various states of readiness for review.
  • Open for review documents marked "Ready for Review."
  • Upload one or more documents from CLM, SharePoint, or your local file system.
  • Retry the AI extraction on submitted files without changing worksheets or review levels
  • Re-extract submitted files, with the option of changing worksheets or review levels
  • Export a report listing documents in the system in comma-separated value (CSV) format.
  • Click Project Dashboard to return to the first (project-level) dashboard view.

Accessing the Project Dashboard Document View

  1. From the Home page, click the folder () icon in the left margin to open the Project Dashboard.
  2. Click the hypertext name of the folder containing the documents you will access.
    The Project Dashboard's document view opens.

From this document-level Project Dashboard view, you can:

  • Review the current status of documents in the system.
  • Inspect at a glance any document's file name, document type, upload date and time, size, import type (Automated Extraction, Verified Extraction, or OCR), the current review assignee (if any), any comments added concerning the reviewed document, its current review status, the last time the document was modified, its owner, and which pre-configured worksheet was used to extract any provisions found in the document.
  • Customize your document-level view as described above for the folder-level view.
  • Sort, filter, search, and select documents in various states of readiness for review.
  • Open for review documents marked "Ready for Review."
  • Upload one or more documents from CLM, SharePoint, or your local file system.
  • Resubmit documents for re-extraction.

  • Export a comma-separated value (CSV) or Excel-format file listing documents in the system.
  • Click Project Dashboard to return to the first (project-level) dashboard view.

Sorting from the Dashboard

One simple method to find specific documents from the dashboard is to sort the columns. For each column, you can click the column heading and select the up or down arrow to display the rows of agreements in ascending or descending order.



Once you click the bidirectional (up/down) arrow, the rows are sorted in ascending or descending order by that column. You can reverse the order by clicking it again, or you can pick a different column.

For more detailed and specific search and filter operations, see Filtering and Searching Files.

Searching Documents

The Discovery AI Project Dashboard offers a simple title search feature for documents available in the system. You can also search within documents and in documents' extracted provisions.
  1. From the Home page, click the folder () icon in the left margin to open the Project Dashboard.
  2. If any custom views have been created, pick the view you want from the view selector at top left.
  3. Enter your search term in the search window (Search this list).
Documents with names matching the search string are shown.

Searches are impermanent. For repeatable searches, use document filtration.

Filtering Documents

You can search for files by simple name search or you can use the Advanced Search feature from the Project Dashboard to search with great specificity.

Search Project Dashboard results by clicking the Filter icon and entering field and operator information to narrow your listed documents for review.

  1. Open the Project Dashboard.
  2. Select a directory by clicking its name.
  3. Click the filter icon.
  4. Click Add Criteria.
  5. Select one of the field types that appears in the Field drop-down menu.
  6. Select a logical operator from the Operator drop-down menu.
  7. Enter or select a value in the Value field.


  8. Click Apply, or if you need greater search specificity, click Add Criteria.
  9. If you add multiple criteria, you can control the search expression using logical AND and OR operators between searches in the Filter Expression field.


    Operands must be enclosed with spaces and parentheses. NOT, NOR, and NAND operations are not supported, but these logical cases can be addressed using Operator field logic.

Exporting Document Listings

When in the document view of the Project Dashboard, you can export a comma-separated value (CSV) or Excel format file of the documents in the open project.

To export a CSV listing of all documents, click the EXPORT CSV button to the top right of the screen. This downloads a CSV of the entire folder without consideration of any row selections.

To export a CSV or Excel file of one row up to a page of rows, select the check box next to the rows you will export, then select the output format (Export as CSV or Export as Excel) from the download icon (). This exports an extensive set of data and metadata for each selected document.

Retrying Documents

Improve document extractions by resubmitting them to the AI engine, reusing the original extraction parameters.

  • You have reviewed one or more documents and found the AI extraction to be inaccurate or otherwise insufficient.
  • The documents are in an Error or a Ready for Review status, or have been in the In Processing status for more than six hours.

You can resubmit one or more documents for extraction directly from the Project Dashboard's document view using the Retry feature. The Retry feature resubmits a document for extraction using the same worksheet and extraction type. In other words, you consider worksheet and extraction type to be correct for that document. If you are not confident that these extraction settings are correct for the subject document—for example, if you believe the worksheet is not correct for this document type or you want to change the extraction type—use the Re-Extract feature.

  1. Open the Project Dashboard's document view.
  2. Select the file or files you want to retry by clicking the check boxes next to their names.
  3. Click the Retry () icon above the file names.
  4. Click CONFIRM in the pop-up confirmation message.
    CAUTION: Any existing review draft entries will be overwritten.
The selected documents are immediately queued for processing and return to Processing status in the Project Dashboard. The documents are resubmitted to the AI using the same worksheet and extraction type under which they were originally submitted. Artifacts of the previous review draft (approved extractions, for example) are overwritten.

Re-Extracting Documents

Improve document extractions by resubmitting them to the AI engine with revised extraction parameters.

  • You have reviewed one or more documents and found the AI extraction to be inaccurate or otherwise insufficient.
  • You have noted the names of the file or files you will re-submit.

  • The files you will re-submit are in the Ready for Review, Ready for Approval, or Complete status.

You can resubmit one or more documents for extraction directly from the Project Dashboard's document view, changing the worksheet and extraction type. If you are confident that these are correct for the subject document, use the Retry feature. Use the Re-Extract feature when you find important provisions are missing from the existing extraction and you want to improve your worksheet selection.
  1. Open the Project Dashboard's document view.
  2. Select the file or files you want to re-extract by clicking the check boxes next to their names.
  3. Click the More () icon above the file names, then select Re-Extract from the pull-down menu.
  4. In the Re-Extract Settings pop-up, select the worksheet and extraction type for each type of document.
    Note: Coordinate with your administrator to make sure a worksheet with all desired provisions is available.
  5. Click DONE.
  6. The document is re-ingested, with progress shown in the Uploading Documents pop-up.
  7. The document is processed. This may take some time. If the processing delay exceeds six hours, you can retry the extraction.

The selected documents are immediately queued for processing as new document entries in the Project Dashboard. Documents are resubmitted to the AI using the worksheet and extraction type you specified in step 4.

Field values repeated in consecutive worksheets are overwritten. Clause, table, obligation and insight values in consecutive worksheets are inserted into agreement objects without overwriting the preceding entries.

A re-extracted document appears in the Document Dashboard as a new item on a new line. The agreement record remains the same.