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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Discovery AI for Salesforce

Setting Up Discovery AI

Custom Provision Use Cases

The Contract Intelligence app pulls useful data out of contracts. Some data, such as start and end dates or total contract value, are fundamental to all contracts and are readily recognizable to Contract Intelligence. Other fields are unique to companies' business needs and require you to nominate custom provisions. Adding custom provisions is documented in the To add a custom provision section. This section provides examples of the flow described there in terms of desired outcomes.

To create a custom provision for a currency-type Total Fixed Fee field

The Currency type allows users to input monetary values such as $45,000; in other words, a numeric value associated with a unit of currency.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Currency from the Data Type pulldown menu.
  3. Continue the steps in To add a custom provision.

To create a custom provision for capturing a warranty period

The Duration data type enables users to annotate (during document review) the duration value in such language as "90 days", "12 months", or "five years".

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Duration for the Data Type value.
  3. Continue the steps in To add a custom provision .

To create a custom provision for an indexation metric

Contract values and terms can be tied to an indexation metric. For example, the consideration of a contract may change based on changes to the indexed rate of inflation or local prevailing wages.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Picklist for the Data Type value.
  3. Add comma-separated picklist values to the “Add values for picklist” field. The Picklist type allows users to annotate this value during document review. In the above example, indexation metric picklist values are “AWE”, “Percentage”, and “AWE or Percentage”.
    Note:

    Picklist values must match (case-sensitively) the Salesforce field values this provision is mapped to.

  4. Continue the steps in To add a custom provision .

To create a custom text provision for a fee review point (indexation)

The Text data type enables users to annotate (during document review) a text value such as “annually on the commencement date anniversary” or other such review point values.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Text for the Data Type value.
  3. Continue the steps in To add a custom provision.

To create a custom provision to use data from a picklist

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Picklist for the Data Type value.
  3. Add comma-separated picklist values to the “Add values for picklist” field. The Picklist type allows users to annotate this value during document review. For a “Use of Data” custom provision, picklist values might be “Restricted”, “Allowed – Internal Only”, and “Allowed – Internal and 3 rd Party” or other such values.
    Note:

    Picklist values must match (case-sensitively) the Salesforce or agreement record field values this provision is mapped to.

  4. Continue the steps in To add a custom provision .

To create a custom provision for a percent price increase

The Percent data type enables users to annotate (during document review) a percent value, such as a “4%” or “four percent” price increase, or other such percentage values.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Percent for the Data Type value.
  3. Continue the steps in To add a custom provision .

To create a custom provision for a registration number

The Number data type enables users to annotate (during document review) a numeric value, for example a license or registration number value.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Number for the Data Type value.
  3. Continue the steps in To add a custom provision .

To create a text-type custom provision annotation

The Text data type enables users to annotate text values during document review.

  1. Follow the steps in To add a custom provision to the Create New Provision screen.
  2. Select Text for the Data Type value.
  3. Continue the steps in To add a custom provision.
Administrator Guide
Conga
Salesforce
Contract Intelligence
Discovery AI

April 10, 2025