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. 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. 

  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. 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, unmark, and delete fields.
  3. Click the filter icon to expose drop-down menus that can help you to refine your search.