To access Discovery AI from Conga CLM

Follow the steps at Importing an Offline Document Using Contract Intelligence to enter the import flow.

Follow the steps at Reviewing an Agreement Created by Intelligent Discovery to enter the review flow.

To access Discovery AI from Conga Contracts for Salesforce

Follow the steps at Accessing the Intelligent Document Import Button to enter the import flow.

Follow the steps at Accessing the Intelligent Document Dashboard to access the dashboard. Enter the import or review flows from here.

To access Discovery AI from Conga Contracts

Follow the steps at Importing Documents with Intelligent Discovery to enter the import flow.

Follow the steps at Reviewing Documents Imported with Intelligent Discovery to enter the review flow.

To access Discovery AI from X-Author for Contracts

Follow the flow for Conga CLM to enter the import and review flows.