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Conga Product Documentation

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Smart Search

Smart Search for Administrators

Onboarding

Smart Search provides self-service onboarding with two-factor authentication.

  1. Smart Search emails the administrator a one-time key.
  2. The administrator must return the one-time key in less than 10 minutes.
  3. If the one-time key is returned in time, the administrator receives an API key.
  4. If the one-time key is not returned in time, the key application goes to an offline (manual) review, which can take up to 72 hours.

Generating Registration-setting Details Automatically

To generate registration-setting details automatically
  1. Click the Registration Setting tab.
  2. Click Generate to raise the Generate Registration Setting popup.
  3. Enter your organization name in the Customer Name field.
    Note:

    Use only alphanumeric characters with no spaces

  4. (Optional) Enter a new registration URL. The registration URL is automatically added, based on the org (production or sandbox) you are using. You can update it according to your requirement.
  5. Select the Search Content in Large File checkbox to allow users to search content in large files.
    Note:

    Check this box only if you need to search content in large (greater than 10 MB) files. If you select this, users' page loading time might increase.

  6. Click Generate. If you are a licensed user, an email containing the tenant name, Smart Search endpoint URL, and a one-time key is sent to your email address. This authentication code is valid for 10 minutes.
  7. (Optional) If you do not receive the authentication code in 15 seconds, the Send Authentication Code again hyperlink is enabled, and you can click it to generate a new authentication code. If you still do not receive the authentication code or encounter any errors, you can revisit the Registration Setting page after 72 hours and add the registration setting details manually or contact the Conga Support team.
    CAUTION:

    Clicking the Send Authentication Code again hyperlink invalidates the previously generated one-time key.

  8. Paste the one-time key from the email into the Authentication Code field and click Verify. The registration setting is generated.
    Note:

    Entering a customer name locks it up for 15 minutes. If you cancel and restart generation, you cannot re-use that name for 15 minutes. Wait 15 minutes and try again.

Adding Registration-setting Details Manually

You have received an email with registration setting details from the Conga Support team.
To add registration-setting details manually
  1. Click the Registration Setting tab.
  2. Click Add Details.
  3. Enter the tenant name, registration URL, and API token from the email.
  4. Select the Search Content in Large File checkbox to enable users to search content in large files.
    Note:

    Check this box only if you need to search content in large (greater than 10 MB) files. If you select this, users' page loading time might increase.

  5. Click Save.

Editing Registration-setting Details

You have requested and received a new API token and registration details from the Conga Support team.
To edit registration-setting details
  1. Click the Registration Setting tab.
  2. Click Edit.
  3. Update the required details (as described in Generating Registration Setting)
  4. Click Save.

Configuring Objects and Fields in the Registration Setting

You can configure both out-of-the-box and custom objects and fields in the registration setting. These objects and fields are only necessary if users intend to use basic keyword search. If they opt for Smart Search instead, these are not applicable and setting them up is optional. After registration, there is no need to add these objects or fields.

To configure objects and fields in the registration setting
  1. Go to the Registration Setting tab.
  2. Click Next.
  3. Configure the objects and fields by selecting the objects and fields from the list. For example, for the object Account, select the fields Account ID, Account Name, and so on.
  4. Click Save.

June 4, 2025