Ability To Share Contract Record With User Groups

Users can share a contract record with individual users as well as user groups. They can also grant viewer or editor access on the contract record. For more information, see Sharing Records with Users and User Groups.

CongaSign Setup Page Modifications

ClientID and Secret fields are removed from CongaSign setup page in the Admin Console. The communication with Core Apps Sign APIs is through the user trust token instead of the app trust token. For more information, see Setting Up Conga Sign.

Document Generation Status in Contract Lifecycle Transition Bar

Administrators can configure workflow with an activity for automatic generation of contract documents and a stage to display the document generation status in the contract lifecycle transition bar on the contract details page. For more information, see Visibility into the Contract Lifecycle Stage.

Custom Action Button in Clause List Data Grid

Users can add custom action buttons in the data grid of the Clause List page by editing the metadata for clauselist page. For more information, see To add a custom action button in Clause List page.

View Settings Functionality for Clauses Tab

Users can control the columns displayed in the grid and save the filtered view of a record in the Clauses tab for contracts. They can set the saved filtered view as the default view to avoid reselecting the filters every time you open the grid (list) view. For more information, see Viewing Clause Details.

Accessing Copilot for Chat and Summarizing Supporting Documents

Users can now chat and generate summary for various types of documents including contract documents, supporting documents, global documents, and others. For more information, see Working with Conga Copilot.

Approval Status in Contract Lifecycle Transition Bar

Administrators must set up the initial submission, approval and rejection actions whenever an approval is initiated, accepted, or rejected. For more information, see Approvals Flows.

The workflow transitions to In Approvals stage in the contract lifecycle transition bar on the contract details page once the contract is initiated, the contract status category is updated to In Authoring and the status changes to Language Approval. The workflow transitions to In Signatures stage once the contract is approved, the contract status category is updated to In Signatures and the status changes to Ready for Signatures. For more information, see Visibility into the Contract Lifecycle Stage.

New Reports Introduced

The following new reports are added to Reports & Dashboards:

• Contract Cycle Time Report
• High Risk Contract Report
• High Value Contracts Due for Renewal

For more information, see Reports and Dashboards.

Rule Configuration for Custom Action Buttons

Users can configure rules on the custom action button in the page header to show or hide the custom button based on criteria. For more information, see To add a rule for a custom button

Workflow: Approvals Activity

Users can now access the approval activity for a contract through a workflow stage shown in the transition bar on the contract details page. From this workflow stage, they can preview and submit an approval process or override it. For more information, see Working with Workflow Activities.