NOTE
This guide is intended for existing Transform Copilot customers. For new customers, this functionality is available out-of-the-box (OOTB), and the configuration steps in this guide can be skipped.
Overview
Once a contract award, contract modification, solicitation, or solicitation amendment document is ingested using Transform Copilot, users gain instant, conversational access to critical insights through Mila, TechnoMile’s Intelligent Digital Assistant.
By completing these configurations, existing Transform Copilot customers can enable a more streamlined and intuitive document analysis experience, accelerating decision-making and boosting productivity.
Audience
Salesforce Administrators
IT Support
Prerequisites
Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2026.12 or higher.
Ensure you have completed the TechnoMile Platform Connector configurations before proceeding. Refer to the TechnoMile Platform Connection Guide.
The TC Cognito Endpoint Url, TC Cognito Client Id, and TC Cognito Client Secret details will be provided by TechnoMile. Ensure you have them available before proceeding.
Configure TM ICI Setting
To add the Cognito details on the TM ICI Setting page:
Go to ICI Configuration Page using the App Launcher.
Click the gear icon.
Enter the TC Cognito Endpoint Url, TC Cognito Client Id, and TC Cognito Client Secret details provided by TechnoMile.
Enable the Agreement Auto File Upload checkbox to automatically upload agreement documents, which is required for using the Document Compare feature.
NOTE
Skip this step if you do not plan to use the Document Compare feature.
Click Submit.
Create a Remote Site
Go to Remote Site Settings using Setup search.
Click New Remote Site.
Enter the Remote Site Name and URL provided by TechnoMile, select the Active checkbox, and click Save.
The Remote Site is created.
Configure Document Compare for Agreements
This section outlines the steps required to enable the Document Compare feature for Agreements in Mila. Complete the following configurations only if you intend to use this functionality.
Prerequisite
Ensure all configurations mentioned above this section are completed before proceeding with the Document Compare setup.
Ensure you have enabled the Agreement Auto File Upload checkbox mentioned in the previous section. Refer to Configure TM ICI Setting.
The remote site name and URL will be provided by TechnoMile. Ensure you have the remote site details before proceeding.
Edit Agreement Record Page
NOTE
If you use multiple agreement record pages, you must repeat the steps mentioned in this section to add the Mila component to all the record pages.
To add the Mila component to the Agreement record page:
Go to Agreements using the App Launcher.
Open an Agreement record.
Click the gear icon and select Edit Object.
Navigate to Lightning Record Pages and select the agreement record page.
Click Edit.
The Lightning App Builder opens.
Locate the TM_AI_MilaWidgetCmp component in the left pane and drag and drop it onto the Agreement page.
Click Save.
Click Activate.
NOTE
If you are editing an out-of-the-box record page, activation is required. For custom pages, activation is not necessary.
Click Assign as Org Default.
Choose Desktop, then click Next.
Click Save.
Click the back arrow.
Date and Time Sync Between Mila and Salesforce
By default, Salesforce displays the document’s Created Date and Time based on when it is synced to Salesforce, not the actual date and time it was created in Mila.
The following configurations are optional. If configured, it ensures that the Created Date and Time in Salesforce matches the actual date and time the document was created using Document Compare in Mila. This ensures the original creation time is reflected consistently in both Mila and Salesforce.
Enable User Permissions
To enable the required user permissions:
Go to User Interface using Setup search.
Under Setup, select the Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions option.
Click Save.
Create and Assign Permission Set
To create and assign the required permission set:
Go to Permission Sets using the Setup search.
Click New.
Enter a Label and API Name and click Save.
Scroll down and click System Permissions.
Click Edit.
Enable Set Audit Fields upon Record Creation and Modify All Data checkboxes.
Review the changes and click Save.
Click Manage Assignments.
Click Add Assignment.
Select the integration user used for Transform Copilot and click Next.
Click Assign.
Click Done.
