In these release notes, you can find new features and enhancements and fixed and known issues for the CLM 202408.3.0 release. For documentation updates, see What's New in CLM Documentation.

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.

To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.

System Requirements and Supported Platforms

For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.

New Features and Enhancements

The following features are new to Conga CLM in this release.

Id Fields for Lookup Object Records for Bulk Import

Id fields are now supported for lookup object records, instead of the Name fields. This means the bulk import templates include .Id and .Name fields for lookup. For more information, see “To upload the data” section in Bulk Import.

User Role-based Display of Contract Creation Options

Users are shown one or more contract creation options from the following, based on the permission groups linked to their user records in the system.

Fill out a contract form
Import a document
- By import documents
- By store executed contract
Intelligent Document Import

For more information see, Creating a Contract.

Quick Contract Creation with Default Values

Administrators can configure the system to allow the users to create contracts quickly, without selecting contract creation options or filling in the contract details. For more information, see Enabling Quick Contract Creation with Default Values

User-friendly Information Display for Contract Relationship

When linking contracts, a message is displayed to users showing the relationship that will be established between the two contracts. After the contracts are linked, the Relationships table reflects the relationship between the current contract and the linked contract. For more information, see “To create a custom contract relationship” section in Managing Custom Contract Relationship.

Document Generation Workflow

Using the Document Generation workflow activity, administrators can manually or automatically generate and manage contract documents according to specified criteria. For more information, see Managing Admin Console.

Application Manager: Hide and Display Related Apps in Contract Apps

Using the Application Manager module in the Admin Console, administrators can create, manage, and customize apps and app groups, associate apps with the app groups, and control their visibility and placement based on user profiles. For more information, see Managing Admin Console.

Restricting Editing of Activated Contracts

Administrators can enable the “Restrict Editing after Activation” setting to prevent users from editing any contract records and their amended or renewed records once the contract is activated. By default, this setting is turned off, allowing users to edit contract records and their amendments or renewals. For more information, see General Settings.

Fixed Issues

The following issues are fixed in this release. If any actions are required, they will be listed in this table.

Case Number	Conga Internal ID	Description
NA	CONTRACTS-22842	After creating a contract, the user experiences a delay in populating the contract name after the workflow execution.

Known Issues

The following unresolved issues are known to Conga at the time of this release.

Conga Internal ID	Description
CONTRACTS-22762	The record type does not save in Platform after syncing from Salesforce CLM using Trigger and the clauses are not getting extracted during CCI review.

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202408.3.0 Release Notes