Document Publication DateTopic Description

 

 

 

 

 

 

October'24


 

 

 

Data Tag Fidelity OverviewNew Topic
Enabling Data Tag FidelityNew Topic
Adding Data Tags Back with Microsoft WordNew Topic

 








Enabling Conga CopilotNew Topic
Accessing Conga CopilotNew Topic
Working with Conga CopilotNew Topic
Asking Questions with Conga CopilotNew Topic
Viewing a Contract Summary with Conga CopilotNew Topic
Clause Library for Conga Contracts for SalesforceAdded the Access and Restrictions section. 
Document Publication DateTopic Description

 

 

 

 

June'24

 



Managed Clause ConfigurationNew Topic
Enabling Managed Clause ConfigurationNew Topic
Adding Custom Additional Fields to Clause BundlesNew Topic

 


.What's New in the Conga CLM (Contracts for Salesforce) Guide vOctober-24New Topic
Viewing Clause Bundle DetailsUpdated Step 1. 

 

Viewing Clause Bundle DetailsNew Topic
Document Publication DateTopic Description

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

October'23

 

User Type Permissions for CLM (Conga Contracts for Salesforce)Updated entire topic 

 

How to Use True-Up AllThe limitation note was moved to the top of the page. 

 

Setting up the Contract Intelligence Administrator ConsoleAdded a note that users must add the Endpoint as a remote site setting. 

 












Quickstarts OverviewChanged mentions of "Business Process Automation" to "Quickstart"
Setting up the MSA for Sales Cloud Quickstart
  • Changed mentions of "Business Process Automation" to "Quickstart"
  • Added step 19 and step 20
Setting up the NDA QuickstartChanged mentions of "Business Process Automation" to "Quickstart"
Setting up the Order for Opportunity QuickstartChanged mentions of "Business Process Automation" to "Quickstart"
Setting up the MSA and Order for CPQ QuickstartChanged mentions of "Business Process Automation" to "Quickstart"
Creating a MSA Contract RequestChanged mentions of "Business Process Automation" to "Quickstart"
Creating a NDA Contract RequestChanged mentions of "Business Process Automation" to "Quickstart"
Creating an Order for an OpportunityChanged mentions of "Business Process Automation" to "Quickstart"
Creating an Order for a QuoteChanged mentions of "Business Process Automation" to "Quickstart"
Starting a Review Cycle with Office 365
  • Updated steps
  • Added note about file name restrictions 
Viewing an Office 365 Integration Review CycleUpdated steps
Ending a Review CycleUpdated steps

 


Creating an Email Template for the Office 365 IntegrationNew Topic
Setting up Obligation ManagementAdded sections on editing definitions for Lifecycle Agreements and creating Primary Counterparty Lookups. 

 

Exporting with the Migration Utility for the Clause LibraryUpdated step 1 
.What's New in the Conga CLM (Contracts for Salesforce) Guide vOctober-24Updated steps for exporting and importing clause categories 

 


Setting up Obligation ManagementNew Topic 
Document Publication DateTopic Description

February'23





 

Integrating with SlackNew Topic
Setting up Slack for SalesforceNew Topic
Configuring the Contracts for Salesforce Slack IntegrationNew Topic
Creating a Slack Channel with the Contracts for Salesforce Slack IntegrationNew Topic

 





Bulk Uploading Documents to Contract IntelligenceNew Topic
Accessing the Intelligent Document Import ButtonAdded bulk upload note.
Accessing the Intelligent Document DashboardAdded bulk upload note and how to access the Intelligent Document Dashboard tab.
Adding the Intelligent Document DashboardAdded bulk upload note and how to add the Intelligent Document Dashboard tab.
Adding the Intelligent Document Import ButtonAdded bulk upload note.

 

Configuring Objects for Cycle Time ReportingAdded a note to step 6. 

 

Overview of Document Buttons for Conga Contracts for SalesforceUpdated topic content and name. Formerly "Overview of Composer Document Generation Buttons for Conga Contracts for Salesforce". 

 



About Cycle DefinitionsNew Topic
Creating Default Cycle DefinitionsNew Topic
Creating Custom Cycle DefinitionsUpdated topic. Formerly named "Creating Cycle Definitions". 
Setting Up Business HoursUpdated topic with information on multiple business hours support. 

 


Accessing Sample Cycle Time ReportsNew Topic
CLM (Conga Contracts for Salesforce) Contract Agreement ObjectAdded "How to Update the Contract Agreement Status Field" section. 

 


Cycle Time Reporting for Contracts for SalesforceUpdated introduction. 
Setting Up Business HoursNew Topic
Document Publication DateTopic Description

September'22





 


Cycle Time Reporting for Contracts for SalesforceNew Topic
Enabling Cycle Time ReportingNew Topic
Creating Custom Cycle DefinitionsNew Topic
Configuring Objects for Cycle Time ReportingNew Topic
Enabling Set Document Type New Topic

 


CLM (Conga Contracts for Salesforce) Contract Agreement ObjectUpdated with Contract Collaborators section. Removed Contract Responsibility section. 
Using the Automatic ConfiguratorUpdated to include Contract Collaborators. Removed Contract Responsibility. 
What's in the Contracts for Salesforce Package?Updated to include Contract Collaborators. Removed Contract Responsibility. 
User Type Permissions for CLM (Conga Contracts for Salesforce)Updated to include Contract Collaborators. Removed Contract Responsibility. 

 


Viewing Clause GuidanceNew Topic
Enabling Clause Guidance for View RedlinesNew Topic

 

Redlining and True-Up Features OverviewRemoved a duplicated paragraph.

 

Migrating the Clause Library and Orchestrate Definitions between Salesforce OrgsChanged topic name, new introduction, and revised steps.

 


View Redlines and Send for Negotiation errors related to OAuthAdded workaround to the topic. 
Clause Level Approval Custom PermissionsUpdated column names with correct terminology. 

 

Using the Automatic ConfiguratorUpdated the following: 
  • Create a lookup field from Version History, Contract Responsibility, and Approval Request objects to each selected object using the CFS_{ObjectName}__c convention.
Document Publication DateTopic Description

May '22


 

Viewing comments in Negotiate ModeAdded the following note:
Microsoft Word comments will not display in Negotiate Mode when using an incognito or private browser tab.
Creating an Email Template for Clause Level ApprovalsUpdated notes to clarify required {{Approval_Review_Link}} formatting. 
Clause Level Approval Custom PermissionsUpdate topic title and updated incorrect terminology. 

 

Adding a Locale to a View Redlines Button New Topic

 

Adding ApproversUpdated Steps
Adding an Approval Step to your ClauseUpdated Steps

 

CLM (Contracts for Salesforce) Implementation Guide New Topic
Setting up CLM (Contracts for Salesforce) with Composer and OrchestrateNew Topic

 

FAQ for Contracts for Salesforce installations before 2021New Topic
How to Enable True-Up All Added a note about IF statement support. 
How to Use True-Up All Added a note about IF statement support. 
Redlining and True-Up Features OverviewAdded a note about IF statement support. 

 

Creating and Adding Alternate Clauses Updated Steps
Hiding Buttons on View Redlines PageUpdated Steps

 

Integrating with Conga Contract IntelligenceNew Topic
Setting up the Contract Intelligence Administrator ConsoleNew Topic
Accessing the Contract Intelligence Administrator ConsoleNew Topic
Adding the Intelligent Document DashboardNew Topic
Adding the Intelligent Document Import ButtonNew Topic
Setting Up Contract Intelligence Object ConfigurationNew Topic
Using Contract Intelligence for CLM (Contracts for Salesforce)New Topic
Accessing the Intelligent Document DashboardNew Topic
Accessing the Intelligent Document Import ButtonNew Topic
CLM (Contracts for Salesforce) for AdministratorsAn Administrator section was added and associated topics were moved from the Users section. 
Document Publication DateTopic Description
Summer 2021 (Rev C)

  

CLM (Conga Contracts for Salesforce) End-User Process with Composer Document GenerationUpdated topic steps and links.
Overview of the Clause LibraryUpdated steps and links.
Configuring a CLM (Conga Contracts for Salesforce) Word Template SolutionUpdated steps and links. 
Create Composer Button to Generate Document for Conga Contracts for SalesforceUpdated steps and links.
Auto-Numbering ClausesRenamed from "Numbering of clauses when you add or re-order clauses", updated steps, and updated links. 
Merging Sub Clauses into a Contract Document with ComposerUpdated steps, graphics, and links. 
Enabling Additional Rich Text Formatting for Contracts for SalesforceUpdated topic name, steps, and bullet points. 
Changing a Document Name Updated steps. 
Summer 2021 Rev B

 

Managing Approvals in Object MappingNew topic. 
Summer 2021 Rev A

 

Reporting on Non-standard ClausesRenamed from "Creating an Inventory of Non-standard Clauses Report" and updated steps. 

Summer '21

 

Replacing a Clause with an Alternate ClauseUpdated to remove note stating that CLM (Contracts for Salesforce) is not supported. This feature is now available for CLM (Contracts for Salesforce) with OCC in Summer'21. 
Document Topic Description

Spring 2021 (Rev A)

Using the Automatic ConfiguratorUpdated the list of actions the automatic configurator performs. 
Spring 2021 User GuideNoneThere are no new topics for the Spring '21 Release. See What's New in Administrator Guide for new integration features with Online Contract Collaboration.