Copy contract documents to contract repository
Copy signed contract documents into the contract repository for conversational search.
Before you begin
Role required: admin
About this task
Contract documents must be stored in the contract repository to enable conversational search and retrieve queried information. For existing contracts, run the scheduled job CM Pro – Copy Signed Document Revision to AST Repo to copy signed contract documents into the repository.
For new contracts, the scheduled job runs automatically when the contract request moves to Closed complete state.
Procedure
Navigate to All > System Definition > Scheduled jobs.
Search for CM Pro Copy Signed Document Revision to AST repo and open the job.
Select Execute Now.
Scheduled job to copy contract documents to the contract repository
Result
The signed contract documents are copied into the contract repository.
What to do next
Index data for conversational search. Index contracts table for conversational search