Smart Search for Administrators
Smart Search is part of the base package and operates with Conga's Contract Lifecycle Management (CLM). It provides users with a robust search capability, finding terms in agreements, documents, opportunities, and other objects using multiple search strategies.
Prerequisites
- You have an enterprise license for Conga CLM. To install Conga CLM, see Installing Conga CLM.
- You have activated remote site settings (IntegrationSettingProd and IntegrationSettingSandbox), and CSP trusted sites (IntegrationSettingsProdURL and IntegrationSettingsSandboxURL). For more information, see Connecting to External APIs.
Restriction
You can configure only one registration setting per org.
Registration
An administrator must register the product.
If you are a licensed Conga user, you can automatically generate the registration using an authentication code Conga emails to you. If the domain of your email address matches the domain of the contact email address maintained in Conga's LMA system, the registration setting is generated. If you encounter any errors or do not receive an authentication code while generating the registration setting automatically, maxcustomersupport@conga.com will email you registration details within 72 hours.
When you generate registration setting details automatically, the registration URL is added by default. To use any other URL, configure CSP Trusted Site and Remote Site Setting for the URL.
Contact the Conga Support team if you:
- Need help to generate a registration setting.
- Need to change any registration setting details (registration URL, API token, or tenant).
- Are not a licensed user and want to use Smart Search.
You can add registration details manually with the Add Details button.
