Prerequisites

Import your documents into Conga CLM using Conga Contact Intelligence and review them with the X-Author for Contracts Advanced plug-in. 

To review a document imported from Conga Contract Intelligence

  1. Open Microsoft Word and log into the  X-Author for Contracts Advanced add-in.
  2. From the Contracts pane, navigate to the Start tab and search for your imported document.
  3. In the search results, click the arrow next to your document name to expand the entry and click Documents. 
  4. Click on the More button beside your document name and click Open. 
  5. Under the Word tab, the More button and click Review Import Results. 
  6. You can review Insights, Doc Clauses, and Doc Fields. If you do not see Doc Clauses or Doc Fields under the Work tab, click the More button from the menu. 

To review Insights

  1. Click on the Insights tab. If you do not see Insights under the Work tab, click the More button from the menu. 

  2. Click on the name of each extraction to view where it is located in your document. From this section, you can click on the More button to view the contract summary, mitigation guidance, risk details, resolve risk, or delete risk.

To review Doc Fields

  1. Click on the Doc Fields tab. If you do not see Doc Fields under the Work tab, click the More button from the menu. 
  2. Extracted fields are listed under the Fields Found or the Fields Missing tabs. These are based on the provisions you have selected. For more information on provisions and setting up extractions, see  Provisions and Setting Up Data Extraction. Click on the name of each extraction to view where it is located in your document. From this section, you can click on the More button to re-mark and delete fields. 
    • Fields Found: These are fields that have been successfully identified and marked in the document based on the provisions found. 
    • Fields Missing: These are fields that have not been marked in the document based on the provisions found. To mark this text in the document, highlight the associated text in the document, then under the Fields Missing tab, click the More icon next to the associated extraction and select Mark Field. The marked field will then display under the Fields Found tab. If you unmark the field, it will return to the Fields Missing tab. 
  3. Click the filter icon to expose drop-down menus that can help you to refine your search.
  4. Click the pencil icon beside the name of each extraction and click Custom Input if you need to manually correct the extracted information. 

To review Doc Clauses

  1. Click on the Doc Clauses tab. If you do not see Doc Clauses under the Work tab, click the More button from the menu. 
  2. Extracted clauses are listed under the Clauses Found or the Clauses Missing tabs. These are based on the provisions you have selected. For more information on provisions and setting up extractions, see  Provisions and Setting Up Data Extraction. Click on the name of each extraction to view where it is located in your document. From this section, you can click on the More button to re-mark and delete clauses. 
    • Clauses Found: These are clauses that have been successfully identified and marked in the document based on the provisions found. 
    • Clauses Missing: These are clauses that have not been marked in the document based on the provisions found. To mark this text in the document, highlight the associated text in the document, then under the Clauses Missing tab, click the More icon next to the associated extraction and select Mark Clause. The marked clause will then display under the Clauses Found tab. If you unmark the clause, it will return to the Clauses Missing tab. 
  3. Click the filter icon to expose drop-down menus that can help you to refine your search.
  4. Click the pencil icon beside the name of each extraction and click Custom Input if you need to manually correct the extracted information.