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Blueprint Designer Overview

Overview

The Blueprint Designer is where you can create your own blueprint, or clone and edit the default blueprints. A Blueprint is a template that defines specific Clauses and Fields to assist Conga AI Analyze during a Contract document analysis. To learn more about Clauses and Fields, see Conga AI Blueprint Clauses and Fields

A Blueprint's Clause and Field criteria identifies and matches Contract document-specific data with corresponding Clauses or Fields. Blueprints vary based on the Contract Type of a Contract document. For example, a Lease Agreement Contract will have a corresponding Blueprint that specifically analyzes Clause and Field data for Lease Agreement Contract types. 

  • There are three default blueprints options immediately available in the Blueprint Designer:
    • Lease Agreement: this is a blueprint configured to search for common clauses and fields found in a Lease Agreement.
    • Non Disclosure Agreement: this is a blueprint configured to search for common clauses and fields found in a Non Disclosure Agreement.
    • Other: this is a generic blueprint that contains the most common clauses and fields found in a contract. This is a good base blueprint to clone and customize to create your own blueprint. 

Best Practices

  • We recommend you do not modify the default blueprints because there is currently no way to reset them back to their default settings. Instead, as a best practice we recommend you use the clone option and then edit the cloned copy.
  • You can use regex expressions in blueprint fields. Regex expressions are used in the default blueprints, and are highly recommended for best results.  To learn more about regex, see the Regex Overview for Conga AI Analyze

How to Create a New Blueprint

If the default blueprints don't work for your contract type, you can create a new blueprint by taking the following steps:

  1. Click on Blueprint Designer in the upper right corner of the navigation bar.
  2. Click Create New.
  3. Name your Contract.
  4. Beside Clauses or Fields, click Add to create a new Clause or Field.
  5. Name the Clause or Field. This name must be unique.
  6. Select Criteria by clicking +Criteria. Criteria are not necessary, but they help further define the Clause or Field and find it in the blueprint. Some Clause criteria are dependent on Fields being made first. 
  7. When you're finished adding Clauses and Fields, click Save.
  • If your fields and clauses don't save successfully, the specific error will be in red text by the incorrect field or clause. Things that can cause errors: blank fields or fields full of spaces.

How to Edit a Blueprint

 To edit a blueprint, take the following steps:

  1. Click on Blueprint Designer in the upper right corner of the navigation bar.
  2. Under the Name column, click on the name of the blueprint you want to edit.
  3. Scroll down to the Clause or Field you want to edit. 
  4. To delete a Clause, Field, or Criteria, click on the trash bin icon and then click Yes to confirm.
  5. Make your changes, and click Save.

 We recommend you do not modify the default blueprints because there is currently no way to reset them back to their default settings. Instead, as a best practice we recommend you use the clone option and then edit the cloned copy.


How to Clone a Blueprint

To clone an blueprint, take the following steps:

  1. Click on Blueprint Designer in the upper right corner of the navigation bar.
  2. To the right of the blueprint you want to clone, click Clone.
  3. Give the cloned blueprint a name, make any additional changes you want, and click Save.
     

How to Delete a Blueprint

To delete a blueprint, take the following steps:

  1. Click on Blueprint Designer in the upper right corner of the navigation bar.
  2. Under the Name column, click on the name of the blueprint you want to delete.
  3. Scroll to the bottom of the page and click Delete Blueprint.

 There is no way to recover a blueprint after you delete it.

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