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Conga Support

Getting Started with Clause ID and Management

Clause Identification and Management (CIM) is activated when a user chooses to process the clauses in a document they upload to a Contract Profile.  CIM also runs when a document is added to a Profile from an approved contract request, or as the result of running the Creation Wizard, eSignature Wizard, or Document Package Wizard.  Processing the clauses in a document involves selecting a match between each clause in the document and a list of possible matches identified by the Novatus Model.