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What's New in CLM Documentation
The following section lists changes in the documentation to support each release.
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.1.1
| (Preview) | Customizing CLM using Custom Actions | New topic |
Exporting Clause Records | New topic | ||
Managing Incoming Requests | Modified topic: Under "View Setting" section, added info about Added info about saving the filtered view and set it as the default vie | ||
Working with Clauses | Modified topic: In "To view clause details" section, added a note about clause content displayed as HTML | ||
Exporting Contract Details | Modified topic: Removed steps related to Export drop-down and added steps to click the download icon available above the contract list. | ||
Managing Account's Contract Details | Modified topic: Added a link to Creating a Contract topic in To create a new contract for an account section for the users to understand the contract creation process. | ||
Changing a Contract's Ownership | Modified topic: Added information about the email notifications sent to the contract owners along with the contract URL. | ||
Modified topic: Added a note for Watermark Text field | |||
Modified topic: Added steps for Document Action and Default Watermark dropdown list in Add Document Format popup. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202406.2.0 | (=) | Generating a Contract Document Summary | New topic |
Creating a Contract | Modified topic: Updated steps for contract creation through Fill out a contract form option and Import a document (both Import and Store executed document options) for contract type selection as the first step. Added a note about field display based on contract type selection. | ||
Viewing Contract Documents | Modified topic: Added a step for the View Settings functionality. | ||
General Settings | Modified topic: Added information about "Editable Contract Number for Contract Request Form" setting. | ||
Creating a Contract Request | Modified topic: Added information about Contract Number field. | ||
Customizing CLM Using Callbacks | Modified topic: Added description for new callback methods |
Document | Publication Date | Topic | Description |
---|---|---|---|
202406.1.0
| Sending a Contract for Simple Review | Modified topic:
| |
Sending a Contract for Microsoft 365 Review | Modified topic:
| ||
Contract Rules | Modified topic: Added To clone a contract rule section | ||
Viewing Activity History | Modified topic: Contract creation actions added to the list of activities displayed in the history. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202405.2.0 | Configuring Reminders and Expiration Notifications | New topic | |
Modified topic - Added steps for Reminders and Expirations configuration | |||
Modified topic - Added steps for Reminders and Expirations configuration | |||
Contract Rules | New topic | ||
Use Case for Contract Rules | New topic | ||
Submitting a Document Generation Request | New topic | ||
Bulk Import APIs | APIs introduced:
| ||
Submit Request API | POST api/clm/v1/contracts/{contractId}/submitrequest | ||
Creating a Contract |
| ||
Importing Bulk Data | Modified topic - Added descriptions for refreshing the file status, downloading the error log, and deleting a file. | ||
Sharing Records with Users | New topic | ||
Reports and Dashboards | New topic | ||
Working with Conga Copilot | New topic | ||
Working with Related Items | New topic | ||
Copilot APIs | APIs introduced:
| ||
Editing a Contract Request | Modified topic - Added a note about editing a contract name. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202405.1.0 | Recall a Signature Request | New topic | |
Configuring Reminders and Expiration Notifications | New topic | ||
Sending Documents for eSignature with DocuSign | Modified topic - Added for the option to send the document directly to the recipient bypassing the DocuSign Console. | ||
Contract Fields | Modified topic -
| ||
Managing Notifications | New topic | ||
Searching Contract Documents | Modified topic - Added a topic to search contract documents across multi-objects. | ||
Creating a Contract | Modified topic - Added 'Visibility into contract lifecycle stage' section. | ||
Activating a Contract | Modified topic - Prerequisites section updated about start date and end date modified. | ||
Configuring a Page Layout | Modified topic - Added information about assigning page layouts based on record type and user profile. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202404.2.0 |
| Deleting a Clause | Modified topic - Added a note that you cannot delete an alternate clause associated with a standard clause, |
Managing Views | New topic | ||
General Settings | Modified Document Naming Convention setting |
Document | Publication Date | Topic | Description |
---|---|---|---|
202404.1.0 |
| Creating a Contract Request | Modified topic - Added note at the end of the page on:
|
Contract APIs | APIs introduced:
| ||
Added a step to turn on or off the DocuSign Templates Enabled toggle. | |||
Sending Documents for eSignature with DocuSign | Added a step to select a template from the Apply Templates dropdown. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.3.0 |
| Generating a Contract Document | Modified topic - updated the note about document format selection. |
Regenerating a Contract Document | Modified topic - Updated the note about document format selection. | ||
Working with In Effect View | Modified topic - Updated the "To view contract documents" section to include the link to download document | ||
Template Filter Rules | Modified topic - Updated use case for setting up user-defined filters to narrow the list of templates | ||
Sending a Contract for Simple Review | Modified topic - Added information about sequential increment of review cycle count | ||
Sending a Contract for Microsoft 365 Review | Modified topic - Added information about sequential increment of review cycle count | ||
Modified topic - Added a description for Retrieve as Combined Document setting | |||
Modified topic - Added a description for Retrieve as Combined Document setting |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.2.0 |
| Template Filter Rules | New topic |
Setting Up Template Filter Rules | New topic | ||
Configuring a Page Layout | New topic | ||
Viewing Contract Documents | New topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.1.0 |
| Deleting an Incoming Request | New topic. |
Searching Clauses | Modified topic - Added a note about searching Standard or Alternate clauses by filtering Clause Format as X-Author or Web | ||
Editing a Clause | Modified topic - Added a note on maximum number of 20000 characters can be entered in the clause text. | ||
Importing Offline Documents | Modified topic - Updated the note to specify upload size limit. | ||
Approval Rules | New topic. | ||
Contract Fields | Modified topic - Added the approval statuses to the contract fields list. | ||
Preview and Submit | Modified topic - Preview and submit an approval request from the Contract Details page. | ||
My Approvals | Modified topic -Accessing the My Approvals page from the Contract Details page. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.2.0 |
| Modified topic:
| |
Working with Contract Terms | Modified topic - Contract End Date auto-calculation related information added to the notes for 'Fixed term' and 'Auto Renew' contract term type. | ||
Importing Offline Documents | Modified topic - Added Restriction section. | ||
Modified topic - Added details about the enhanced confirmation message displayed upon review completion. | |||
Searching Clauses | Modified topic - Added details about searching X-Author standard clause or alternate clause. | ||
Editing a Clause | Modified topic - Added details about editing an X-Author standard clause. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.1.0 |
| Deleting Accounts | Modified topic. Added details about deleting multiple accounts from the Accounts list. |
Deleting Contacts | Modified topic. Added details about deleting multiple contact from the Contacts list. | ||
Exporting Contract Details | New topic. | ||
Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window. |
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 |
| All topics are new in this release | N/A |