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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

Conga Product Documentation

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Smart Search

Search Results

Opening a Document from Search Results

Before opening a document from the search results, ensure that you have access to the system and are logged in with the necessary permissions. Familiarize yourself with the search interface and the available options for document preview and download. This task is typically performed in a web-based application where documents are stored and managed.

  1. Click a result row to preview the document in the right panel.
    Note:

    The preview is not available for documents that are stored in the agreement document. To open the document, click PDF Viewer.

  2. To open the document, click the Open in PDF Viewer hyperlink.


    Note:

    Note

    If there is a problem loading the preview screen, an error message is displayed. You can click PDF Viewer in the error message to open the document in the PDF viewer.

  3. The document opens in the Conga-provided PDF viewer.
  4. Click the download icon () to download the document. Your browser prompts you to open or save the document.
  5. Click Close to close the PDF viewer. and return to the search results page.

After following these steps, you can successfully open and view the document in the PDF viewer. You can also download the document for offline access or return to the search results page to continue browsing other documents.

Updating the Dynamic Library

Contracts, agreements, and other documents may possess custom terminology that is not in Smart Search's standard dictionaries. Consider, for example, a company that offers several service levels, which carry different payment terms: a bronze-level customer must pay on delivery, a silver customer pays net-30, a gold customer can pay on a net-60 basis, and a platinum customer can pay net-90. You can define such custom payments terminology in the Payment Terms field. If you define "silver" in this field, Smart Search will find comparable clauses with such terms as "net_30", "net-30", "Thirty days from delivery", and so forth, and apply this to searches going forward.
  1. Enter a search. When you see a contract in the results, click its name.
  2. Find the term to customize. In the present example, this is Payment Term.
  3. Click the Edit () icon to make the page editable.
  4. Click the X icon to clear the field to edit. With the field in this state, you can search available terms, select a visible term from the drop-down list, or create a new term.


  5. If the value you want is not represented, click + New Payment Term.
  6. Enter the payment term's name, the order you want it to appear in the list of custom terms, its label, the value it represents, and a description. To assign this term to a new contract by default, check the Is Default box.


  7. Click Save. The new term may take up to 24 hours to propagate and become available for use. If you have another term to add, click Save & New to repeat this process.

Once you have updated the dynamic library with the new payment terms, these terms are automatically recognized in future searches. This enhancement allows for more accurate and efficient contract analysis, ensuring that all relevant clauses are identified based on the custom terminology you have defined.

User Guide
Salesforce
Smart Search

October 6, 2025