The following section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription

 202408.3.0

 

 


 




Managing Admin ConsoleNew topic
Enabling Quick Contract Creation with Default ValuesNew topic
General SettingsModified topic: Added the "Restrict Editing after Activation" setting.
Bulk ImportModified topic: A note added in the "To upload the data" section in Bulk Import.
Creating a ContractModified topic: A note added in the "To create a contract" section for user role-based display of contract creation options. 
Managing Custom Contract RelationshipsModified topic: "To create a custom contract relationship" section updated. 
DocumentPublication DateTopicDescription

 202408.2.0

 

 



Validation Rules and Visibility RulesNew topic
Creating a ContractModified topic: "Visibility into the contract lifecycle stage" section updated to add information about the display of document generation activity.
Viewing Related ContractsModified topic: Steps related to Info icon to view Amendments and Renewals contracts and Other Contracts Removed. Screenshot showing the Other Contracts, Child Contracts, and Amendments and Renewals group by default added. Steps to filter records using Related Contract list added.
Contract Line ItemsModified topic: To configure View Settings section added
DocumentPublication DateTopicDescription

  202408.1.0

 


 



Comparing Clauses Versions

New topic

.What's New in CLM Documentation v202408.3.0

Modified topic:

  • Removed steps on the clause content being displayed on the right panel when you select a clause.
  • Removed step on the Show Changes toggle.
  • Added steps about viewing the Details and Clause Content tabs.
  • Added a note for the option to edit the Clause Details page layout.

Searching Contract Documents

Modified topic: Updated the step in "To search contract documents across multiple objects" section that according to the primary object specified in the search criteria, click the contract name or account name hyperlink to display the contract details or accounts details.

Viewing Related Contracts

Modified topic: Updated the content that the fields for the account and contract objects in the contract hierarchy card. 

Preview and Submit

Modified topic: Updated the step in "Submitting an approval request" section that you can wait a few seconds or click Take Me Back Now button to redirect to the Contract Details page.

Sending a Contract for Simple Review

Modified topic: Updated the notes in Available Documents section and Add Attachments section to remove the mention of .msg file type not supported. 

Sending a Contract for Microsoft 365 Review

Finalizing a Contract
Importing Documents Using Intelligent Import

Modified topic: Added a note in "To navigate to CCI from the Contract Details" section and added a reference link for more information on reviewing imported documents.

Creating a ContractModified topic: Added a reference link in "To import a document using Conga Contract Intelligence" section for more information on importing documents and files.
Configuring Adobe Sign Parameters in Conga PlatformModified topic-Added the description for the Show reminder and expiration for end user toggle button
Sending Documents for eSignature with Adobe SignModified topic-Added a note about the Show reminder and expiration for end user toggle button and descriptions for Expiration and Reminders parameters.
Setting Up Conga SignModified topic-Updated the prerequisites and steps to match the fields displayed in the UI.
Sign APIs

Modified API: The following API is moved from ESignature APIs to CLM APIs:

/api/clm/v1/sign/esignatures/wetsign/\{transactionId\}/end

Contract Relationship APIs

Modified API: Account number is included in response code of the following API.

GET

DocumentPublication DateTopicDescription

 202407.2.0

 


 

 



About User Profiles in CLMNew topic
Viewing Alternate ClausesModified topic: Added steps to view the alternate clause for a standard clause.
Reports and DashboardsModified topic: Updated a step in "To access Reports and Dashboards" section that you can access Reports and Dashboards from Contract Apps > CLM Dashboard.
Document Protection SetupModified topic: Updated the "To edit a document protection setting" section to indicate that protection level can be selected for user defined as well as automatic protection types. 
Uploading a DocumentModified topic: Included the newly supported file formats in the note in the step to upload files.
Using Conga DriveNew topic
Generating a Contract DocumentModified topic: Added a note in "To generate a contract document" section that the contract templates created using Conga Drive are listed for selection.
Regenerating a Contract DocumentModified topic: Added a note in "To update a contract document" section that the contract templates created using Conga Drive are listed for selection.
DocumentPublication DateTopicDescription

 202407.1.1


 

 


Customizing CLM using Custom ActionsNew topic
Exporting Clause RecordsNew topic
Managing Incoming RequestsModified topic: Under "View Setting" section, added info about Added info about saving the filtered view and set it as the default vie
Working with ClausesModified topic: In "To view clause details" section, added a note about clause content displayed as HTML 
Exporting Contract DetailsModified 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 DetailsModified 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 OwnershipModified topic: Added information about the email notifications sent to the contract owners along with the contract URL.

General Settings

Modified topic: Added a note for Watermark Text field

Document Format Setup

Modified topic: Added steps for Document Action and Default Watermark dropdown list in Add Document Format popup.
DocumentPublication DateTopicDescription

202406.2.0

 

Generating a Contract Document SummaryNew topic
Creating a ContractModified 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 DocumentsModified 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 RequestModified topic: Added information about Contract Number field.
Customizing CLM Using CallbacksModified topic: Added description for new callback methods
DocumentPublication DateTopicDescription

202406.1.0









 

 

 













Sending a Contract for Simple Review

Modified topic:

  • To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section.
  • The note in To send a contract document for review section updated for contract document selection condition. The description at the end of the section updated to remove the content about separate emails sent for each selected contract-document-type document.
Sending a Contract for Microsoft 365 Review

Modified topic:

  • To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section.
  • The note in To send a contract document for review section updated for contract document selection condition.
Contract RulesModified topic: Added To clone a contract rule section
Viewing Activity HistoryModified topic: Contract creation actions added to the list of activities displayed in the history.
DocumentPublication DateTopicDescription

202405.2.0









 

 












Configuring Reminders and Expiration NotificationsNew topic

Configuring DocuSign Parameters in Conga Platform

Modified topic - Added steps for Reminders and Expirations configuration

Sending Documents for eSignature with DocuSign

Modified topic - Added steps for Reminders and Expirations configuration
Contract RulesNew topic
Use Case for Contract RulesNew topic
Submitting a Document Generation RequestNew topic
Bulk Import APIs

APIs introduced:

  • DEL api/clm/v1/import/jobs/{{jobId}}
  • GET api/clm/v1/import/jobs/{{jobId}}/batch/{{batchId}}
Submit Request API

POST api/clm/v1/contracts/{contractId}/submitrequest

Creating a Contract
  • A table added to describe the actions available after contract creation.
  • Added a line about tooltip in "Visibility into the contract lifecycle stage" section. RN description added.
Importing Bulk DataModified topic - Added descriptions for refreshing the file status, downloading the error log, and deleting a file.
Sharing Records with UsersNew topic
Reports and DashboardsNew topic
Working with Conga CopilotNew topic
Working with Related ItemsNew topic
Copilot APIs

APIs introduced:

  • POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/summarize
  • POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/chat
Editing a Contract RequestModified topic - Added a note about editing a contract name.
DocumentPublication DateTopicDescription

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 - 

  • Added information about email notification for Termination Notice Days.
  • Added information about email notification for Expiration Notice Days.
  • Updated descriptions for Contract Start Date and Contract End Date to add information related to Fixed Term term type contracts.
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 ContractModified topic - Prerequisites section updated about start date and end date modified.
Configuring a Page LayoutModified topic - Added information about assigning page layouts based on record type and user profile. 
DocumentPublication DateTopicDescription
202404.2.0








 









Deleting a Clause

Modified topic - Added a note that you cannot delete an alternate clause associated with a standard clause,

Managing ViewsNew topic
General SettingsModified Document Naming Convention setting
DocumentPublication DateTopicDescription
202404.1.0









 











Creating a Contract Request

Modified topic - Added note at the end of the page on:

  • Creating multiple contract requests with "In progress" status.
  • Editing an "In progress" contract request.
Contract APIs

APIs introduced:

  • POST api/clm/v1/esignatures
  • GET api/clm/v1/esignatures/signertypes

Configuring DocuSign Parameters in Conga Platform

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.

DocumentPublication DateTopicDescription
202403.3.0








 









Generating a Contract DocumentModified topic - updated the note about document format selection.
Regenerating a Contract DocumentModified topic - Updated the note about document format selection.
Working with In Effect ViewModified topic - Updated the "To view contract documents" section to include the link to download document 
Template Filter RulesModified topic - Updated use case for setting up user-defined filters to narrow the list of templates
Sending a Contract for Simple ReviewModified topic - Added information about sequential increment of review cycle count
Sending a Contract for Microsoft 365 ReviewModified topic -  Added information about sequential increment of review cycle count

Configuring Adobe Sign Parameters in Conga Platform

Viewing a Signed Document with Adobe Sign

Modified topic - Added a description for Retrieve as Combined Document setting

Configuring DocuSign Parameters in Conga Platform

Viewing a Signed Document with DocuSign

Modified topic - Added a description for Retrieve as Combined Document setting
DocumentPublication DateTopicDescription
202403.2.0








 









Template Filter RulesNew topic
Setting Up Template Filter RulesNew topic
Configuring a Page LayoutNew topic
Viewing Contract DocumentsNew topic
DocumentPublication DateTopicDescription
202403.1.0








 









Deleting an Incoming RequestNew topic.
Searching ClausesModified topic - Added a note about searching Standard or Alternate clauses by filtering Clause Format as X-Author or Web
Editing a ClauseModified topic - Added a note on maximum number of 20000 characters can be entered in the clause text. 
Importing Offline DocumentsModified topic - Updated the note to specify upload size limit.
Approval RulesNew topic.
Contract FieldsModified topic - Added the approval statuses to the contract fields list.
Preview and SubmitModified topic - Preview and submit an approval request from the Contract Details page.
My ApprovalsModified topic -Accessing the My Approvals page from the Contract Details page. 
DocumentPublication DateTopicDescription
202402.2.0






 







Creating an Account


Modified topic:

  • Added details about selecting contacts as a primary point of contact for the account.
  • Added details about selecting currency for an account from a picklist instead of manually entering it.
Working with Contract TermsModified topic - Contract End Date auto-calculation related information added to the notes for 'Fixed term' and 'Auto Renew' contract term type.
Importing Offline DocumentsModified topic - Added Restriction section.

Sending a Contract for Simple Review

Sending a Contract for Microsoft 365 Review

Modified topic - Added details about the enhanced confirmation message displayed upon review completion.
Searching ClausesModified topic - Added details about searching X-Author standard clause or alternate clause.
Editing a ClauseModified topic - Added details about editing an X-Author standard clause.
DocumentPublication DateTopicDescription
202402.1.0

 
















Deleting AccountsModified topic. Added details about deleting multiple accounts from the Accounts list.
Deleting ContactsModified topic. Added details about deleting multiple contact from the Contacts list. 
Exporting Contract DetailsNew topic.

Working with In-Effect View

Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window.
DocumentPublication DateTopicDescription
February '23

 

All topics are new in this releaseN/A