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Conga Support

Identifying Document Types

This page applies to: Clause ID and Management Add-on module

Cause Identification and Management is activated by selecting the document types whose clauses should be analyzed when these types of documents are uploaded to a Contract Profile.  A secondary activation task involves identifying the user roles that can upload documents by document type.

DocType1.png

  1. Click Admin in the toolbar, and click Lists.
  2. Display the Document Types list items.
  3. Select the Analyze Clauses check boxes for the document types whose clauses should be analyzed when a document of this type is uploaded to a Contract Profile.
  4. Click Save.

      Your company’s standard contract terms should be stored in the Clause Library prior to using CIM since Novatus pulls language from the Library in calculating the percentage match between the clauses in a document uploaded by a user and the current standard for each clause.  Adding a clause to the library requires all Clause Types, Categories, and Security Levels to be added from the List Administration screen.