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Conga Support

Processing Document Clauses

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

Processing a document clause involves selecting a match between a clause in a document added to a Contract Profile and an existing clause type stored in the Novatus Model. When you select a match, the language in the Model is updated in accordance with the clause language in your contract document.

Clause processing can be activated when a document is uploaded, document is added upon approval of a contract request, document is created using the Creation Wizard, document is added to the eSignature or Document Package Wizard, and when an existing document in the a Contract Profile has its document type changed to one of those identified for clause analysis.

When a document is added to a Contract Profile, and its document type matches one of those selected for clause analysis, the following message displays if you have permission to process the clauses in the document.

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  1. Click OK.

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  1. Click on Click here to process

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  1. Locate the clause you want to process, and hover over it to display the clause text against a blue background.

  2. Click in the blue background to display a clause type list, and select the correct match.

   If Novatus detects a match between the clause language in your document and the language stored in Novatus, a clause type is appended with a percentage match. If an 80% or better match is detected, Novatus automatically selects the clause type for you and displays "System Added Description." 

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  1. If the clause contains more than one paragraph of text, and you want to process the paragraphs individually, click Break Apart.

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  1. Process the individual paragraphs in the clause.

  2. Click Save.

  View your processed clauses by clicking on the Clauses link in the Contract Profile.