Search in contracts document

---
title: Search in contracts document
description: Ask question in the ServiceNow Otto panel to search for information in the content of the contract document.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cmpro-na-converse-ask-ques-new.html
release: brazil
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Use conversational contract search and insights, Use, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---

# Search in contracts document

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

You can customize the columns to be displayed by using the **Personalize fields** option under the **More Actions** icon \(\[Omitted image "agent-workspace-more-ui-actions-icon.jpg"\] Alt text: More actions icon\). The columns you configure are also included when you export the search results.

\[Omitted image "cmpro-na-converse-rag-result.png"\] Alt text: Conversational search results for query related to content in the document.

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-exp-now-assist-land.md).

## Procedure

1.  Navigate to ServiceNow Otto panel.

2.  Enter a query in the ServiceNow Otto panel.

    \[Omitted image "cmpro-na-converse-result.png"\] Alt text: 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**.

6.  View contract details.

    1.  Select CNTR number to view the contract details.

    2.  Select **Open request** to open the contract record.

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.

        \[Omitted image "cmpro-na-converse-docselect.png"\] Alt text: Open contract document

    2.  View the document and enter text in the Search Document field to search within the document.

        \[Omitted image "cmpro-na-converse-docview.png"\] Alt text: View and search in the document

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.


**Parent Topic:**[Use conversational contract search and insights](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-agentic-use-conv-search.md)