---
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 contract metadata

# Search in contract metadata {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Ask question in the ServiceNow Otto panel to search for information related to contract fields.

## 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 across contract fields using natural language queries. When you ask questions about structured information---such as vendor names, contract dates, payment terms, or contract status ---the system searches the contract metadata and returns matching contract records. By default the search results display the following columns:

* Number
* Contract model
* Vendor
* Start date
* End date
* State

{#cmpro-na-search-metadata__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.
3. Select Show to view the search results.
4. 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-search-metadata__substeps_export_metadata}
5. Select CNTR number to view the contract details.  
6. Select Open request to open the contract record.  
7. Perform in-document search after viewing contract field search results.  
   After viewing contract field search results, the system asks whether you want to search within the contract documents. Select Yes to search within contract documents. The system displays matching results with AI reasoning. Previously shown contract field search results remain visible above the new document search results.