Ingest Mods Configuration Guide

  • Updated on Apr 1, 2026
  • Published on Dec 23, 2025
  • 3 minute(s) read
  • Migration Team
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Overview

Transform Copilot is a powerful tool that surpasses the legacy Intelligent Contract Ingestion (ICI) with advanced capabilities. It significantly speeds up contract setup time by streamlining the intake of federal contracts, subcontracts, and purchase orders. 

NOTE

This guide is not intended for out-of-the-box (OOTB) Contracts users, as you do not need any additional configuration to access this feature. However, for organizations with customized layouts, this guide offers step-by-step instructions on identifying and adding the required components and buttons to use the Transform Copilot Mods feature. 

Audience

  • Microsoft Dynamics Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2025.1.1.0 or higher.

Adding a Button Using Ribbon Workbench

IMPORTANT

These are optional steps for organizations using customized layouts for Transform Copilot Mods.

The Ribbon Workbench allows you to customize the command bar and ribbon UI by adding buttons, commands, and actions.

NOTE

This guide does not address the topic of how to create a JavaScript web resource or custom action to execute when the button is clicked, nor does it explain how to set Enable Rules and Display Rules to control button visibility. If you require assistance, open a ticket with TechnoMile Customer Success or Email Support for further assistance.

The following steps outline the process to add an Ingest Mod button using the Ribbon workbench:

  1. In your Microsoft Dynamics organization, navigate to Settings > Solutions.
    solutions.png

  2.  Click Ribbon Workbench.
    ribbon workbench.png

  3. Create an appropriate unmanaged package and include only the Contract Mod entity in the solution.
    In the Load Solution dialog, select the solution you created in the above step and click Ok.
    clause ribbon dilog.png

  4. In the Entity dropdown select clm_contractmod.
    clmcontractmod.png

  5. Drag and drop the Button component from the Toolbox onto the Sub-grid ribbon.
    drag and drop burtton.png

  6. Select the newly added button and define its properties in the Properties panel:
    properties example - Copy.png

    • Id: This is the default button id created by the system.

    • Label: Enter the display name of the button as Ingest Mod (SF-30 TC).

    • Alt: Enter Ingest Mod (SF-30 TC).

    • Tool Tip Title: Enter Ingest Mod (SF-30 TC).

    • Tool Tip Description: Enter Ingest Mod (SF-30 TC).

    • Image: Optional image or icon

  7. Create a Command for the button:

    1. Go to Commands and click the add icon.
      command - Copy.pngA new command for contract mod is created.

    2. Click Add Action and specify the following details:
      add actions.pngId: This is the default command Id created by the system.
      Action Type: Choose JavaScript.
      Library: Select the JavaScript web resource as  webresource:clm_TransformCopilot_OpenWidgetContractMod.js.
      Function Name: Enter ingestContractMod
      CRM Parameter: Select Primary Control
      The following screen shows an example of the command details added:
      command example.png

  8. To associate the Command with the Button. In the Properties panel, under Command, select the command Id you created in the above step.
    The following screen shows an example of the Properties panel with the required details.
    properties example.png

  9. Click Publish to apply the changes.
    Verify if the button appears in the specified location.

Adding a Mod Summary Section

The Mod Summary section provides a dedicated space within the Contract Mod form to display key modification details. 

The following steps outline the process to add a new section, configure its properties, and link it to the clm_TransformCopilot_ModSummary.html web resource. Once added, this section can be positioned as needed to fit the form layout.

  1. In your Microsoft Dynamics organization, click the grid icon  app icon.png and select Power Apps.
    Power apps navigation.png

  2. In the Power Apps page, select Table > Contract Mod.
    Tables.png

  3. Select Forms.
    forms.png

  4. Select Information.
    information.png

  5. In the Contract Mod page, Select Component > Layout > 1-column section > Add to selected tab.
    1 column section.png

  6. A New Section is added at the bottom of the Contract Mod page.
    You can drag this section to any location on the page as per your requirement.
    New section.png

  7. Select the newly added section and define its properties in the Properties panel: 

    1. Enter a name for the new section in the Label field (example, Mod Summary).

    2. Select Display > HTML web resource.
      html web.png

    3. In the Add HTML web resource window, select clm_TransformCopilot_ModSummary.html and click Add.
      Add HTML.png

    4. Set the Formatting as required.
      formating.png

  8. Click Save and publish.
    The Mod Summary section is added.
    mod summary2.png

For more information on Transform Copilot, please refer to Transform Copilot - User Guides.