You can import DOCX and PDF files for extraction according to import rules established by the administrator.
From the Home screen, click the IMPORT DOCUMENT button or from an open folder in the Project Dashboard, click the Upload Files button (), or click Intelligent Document Import from the Conga Contracts, Contracts for Salesforce, or Conga CLM user interface. This may be a drop-down menu item or a button on a tile. See your product's guide for details.
CAUTION:
If you enter the import flow from an agreement page, note the document type (i.e., DOCX, PDF, etc.) before proceeding. This value is not persistent across all products and mismatching an existing document type with the selected search will result in an error.
From the Import pop-up, select My Computer.
Figure 1.
Upload a file through the browser or drag and drop it from the desktop.
Note:
You can upload single files of the DOCX and PDF file types for direct import, or you can upload ZIP files containing files in those formats. Make sure the files are of the same document type (see step 3) before bulk uploading. ZIP files may contain up to 100 documents.
Select the document type from the list of available document types.
You can also select from any available worksheet to apply pre-configured worksheet rules to your import.
Choose the processing option. You can select:
OCR to import the document as searchable text
Automated Extraction to submit the document for AI-only extraction, or
Verified Extraction to submit the document for AI extraction with attorney review.
Review the advisory messages concerning your import carefully. OCR-only imports are quick and cheap, but no fields or clauses are extracted. Automated Extraction offers AI-only processing of documents, may cost more, but is fairly quick. Verified processing, on the other hand, is high-value and can take a considerable amount of time (possibly days) but provides very high accuracy.
Note:
Verified Extraction is only available for a limited set of terms. If you receive an error after selecting Verified Extraction, try again using Automated Extraction.
Click the IMPORT button.
After a confirmation message, an Uploading Documents pop-up displays uploaded files, files remaining to upload, uploading files' progress, and those files' success and error statuses.
Importing from Conga CLM
You have performed the one-time setup and sync of documents from Salesforce to the Advantage Platform described in Managing Data Sync.
You have documents in DOCX or PDF format to import from CLM.
The Import Project window opens to Document Selection. From here, you can select CLM documents to import. You can search for documents here and filter your results using filter criteria inscribed into several data types. You can also slide the Skip Existing Documents toggle off to retain duplicate documents in your upload.
Note:
You can import only DOCX or PDF files for extraction.
In the Choose Processing Options section, use the Worksheet and Extraction type pull-down menus to select the correct extraction for the documents you will import.
Click IMPORT.
You may receive a notice that the import is in progress.
Discovery AI reports document upload progress in the Uploading Documents pop-up at bottom right.
You can click the tabs to find out the progress of all uploads (default), successful uploads, and uploads with errors.
Success is indicated when all uploads are marked with a green check mark. If you receive errors, you can resubmit as described in Error Reprocessing.
Reprocessing a Bulk Upload
During bulk imports, some files may have errors or may hang in the processing state for more than 24 hours. Rather than having these issues spoil the entire upload, you can reprocess a bulk upload during upload, OCR, or verification.
Likewise, if you did not get the results you expected, you can resubmit a bulk import for processing in the expectation that the AI will be better trained to find all desired provisions.
Documents that have already been reviewed (Complete) or in approval stage (Ready for Approval) cannot be resubmitted for processing.
), or click Intelligent Document Import from the Conga Contracts, Contracts for Salesforce, or Conga CLM user interface. This may be a drop-down menu item or a button on a tile. See your product's guide for details.
CAUTION:) button.
