---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Search in contracts document

# Search in contracts document {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Ask question in the ServiceNow Otto panel to search for information in the content of the contract document.

## Before you begin

The Contract Management Pro - Prime plugin (sn_cm_ai_prime) must be installed to use AI capabilities.

Role required: sn_cm_gen_ai.ai_contract_fulfiller

## About this task

Conversational search enables you to find information by searching within the contract documents. The system displays up to 20 document search results initially. If more results are available, select the Show more option to load additional batches of 20 results.  
By default the search results display the following columns:

* Document: Document name in which content is found
* Number: Contract number
* Summary: AI-generated summary explaining what was found
* Section details: Section of the document where the information was found

{#cmpro-na-converse-ask-ques-new__ul_jzr_dm3_m3c}You can customize the columns to be displayed by using the Personalize fields option under the More Actions icon (![More actions icon]()). The columns you configure are also included when you export the search results.

Contract fulfillers and assignment group managers with the sn_cm_gen_ai.ai_contract_fulfiller and now_assist_panel_user role can view the agentic workflow conversation in the ServiceNow Otto panel.  
Note:  
The agentic workflow isn't supported in the Virtual Agent panel.

For feature limitations, see [AI capabilities in Contract Management Pro](https://servicenow-prod.fluidtopics.net/r_N0FCRhN5b6MNRmfCmt6Q "Use AI capabilities to identify non-standard and missing clauses in contracts, extract metadata and obligations from signed contracts, and search contract metadata and documents using natural language.").

## Procedure

1. Navigate to ServiceNow Otto panel.
2. Enter a query in the ServiceNow Otto panel.  
   Figure 1. Conversational search for contracts
3. Select Show to view the search results.  
   The system displays up to 20 document search results initially.
4. Load additional search results if available.  
   If more than 20 results are available, select Show more to load additional batches of 20 results. Each batch includes AI reasoning and clause attribution. Continue selecting Show more until all matching results are displayed.
5. Export the search results.  
   The export includes all search results, not just the results currently displayed on screen.
   1. Select Export.
   2. From the File Type list, select the export format.
   3. Select the Download option.
   4. Select Export.
   {#cmpro-na-converse-ask-ques-new__substeps_export_metadata}
6. View contract details.
   1. Select CNTR number to view the contract details.
   2. Select Open request to open the contract record.
   {#cmpro-na-converse-ask-ques-new__substeps_rzt_52s_f3c}
7. View contract document and search within it.  
   The Document, Summary and Section details columns are available only when the search is performed within the contract document.
   1. Select the link in the Document column to open the contract document.  
   2. View the document and enter text in the Search Document field to search within the document.  
   {#cmpro-na-converse-ask-ques-new__substeps_uzt_bfs_f3c}
8. Navigate to the Summary and Section columns to view the AI generated summary for the search and to view the specific section where the search result was found.