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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 |
---|---|---|---|
202409.2.0
| Viewing In-app Notifications | New topic | |
Working with Insights | New topic | ||
General Settings | Modified topic: Added "Cycle Time Report" setting. | ||
Viewing Clause Details | Modified topic: Added the "Results per page" section. | ||
Exporting Clause Records | Modified topic: Added a note about exporting maximum number of clauses. | ||
Creating a Contract | Modified topic: Added the "Assigning Record Types" section. | ||
Sending Documents for eSignature with Adobe Sign | Modified topic: The description in the step to fill-in the email subject changed. "To upload a signed document section" added | ||
Modified topic: Submitting an approval request updated for activity history | |||
Modified topic: List of approval-related activities added |
Document | Publication Date | Topic | Description |
---|---|---|---|
202409.1.0
| Working with Workflow Activities | New topic: Added Approvals and Document Generation activities. | |
Viewing Clause Details | Modified topic: Added "View Settings" section. | ||
Working with Conga Copilot | Modified topic: Updated content with the new UI and supporting documents, global documents, and others. | ||
Asking Questions and Getting Answers | Modified topic: Updated information to include generating summary for supporting documents, global documents, and others; added the new UI content. | ||
Use Case for Chat Questions to Conga Copilot | |||
Generating a Document Summary | Modified topic: Updated information to include generating summary for supporting documents, global documents, and others; added the new UI content. | ||
Visibility into the Contract Lifecycle Stage | Modified topic: Added content about In Approvals and In Signatures workflow stages. | ||
Approval Flows | Modified topic: Updated content in Update Actions tab. | ||
Setting up Salesforce Org with Conga Platform for CLM | New topic | ||
Tenant Onboarding | New topic | ||
Configuring Conga Platform | New topic | ||
Managing External Integrations | New topic | ||
Managing API Connections | New topic | ||
Adding a New User | New topic | ||
Setting Up Conga Sign | Modified topic: Client ID and Client Secret fields removed | ||
Sharing Records with Users and User Groups | Modified topic: "To share a record with other users or user groups" section updated to include user group selection. "To revoke access on a record" section added | ||
Customizing CLM using Custom Actions | Modified topic:
| ||
Reports and Dashboards | Modified topic: Descriptions for the new reports added to reports list | ||
Creating a Contract | Modified topic: "Visibility into the contract lifecycle stage" section updated to include automatic contract document generation stage. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202408.3.0
| Managing Admin Console | New topic | |
Enabling Quick Contract Creation with Default Values | New topic | ||
General Settings | Modified topic: Added the "Restrict Editing after Activation" setting. | ||
Bulk Import | Modified topic: A note added in the "To upload the data" section in Bulk Import. | ||
Creating a Contract | Modified topic: A note added in the "To create a contract" section for user role-based display of contract creation options. | ||
Managing Custom Contract Relationships | Modified topic: "To create a custom contract relationship" section updated. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202408.2.0
| Validation Rules and Visibility Rules | New topic | |
Creating a Contract | Modified topic: "Visibility into the contract lifecycle stage" section updated to add information about the display of document generation activity. | ||
Viewing Related Contracts | Modified 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 Items | Modified topic: To configure View Settings section added |
Document | Publication Date | Topic | Description |
---|---|---|---|
202408.1.0
| Comparing Clauses Versions | New topic | |
.What's New in CLM Documentation v202409.2.0 | Modified topic:
| ||
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. | |||
Modified topic: Updated the content that the fields for the account and contract objects in the contract hierarchy card. | |||
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. | |||
Modified topic: Updated the notes in Available Documents section and Add Attachments section to remove the mention of .msg file type not supported. | |||
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 Contract | Modified 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 Platform | Modified topic-Added the description for the Show reminder and expiration for end user toggle button | ||
Sending Documents for eSignature with Adobe Sign | Modified 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 Sign | Modified 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 /api/clm/v1/contracts//hierarchy |
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.2.0
|
| About User Profiles in CLM | New topic |
Viewing Alternate Clauses | Modified topic: Added steps to view the alternate clause for a standard clause. | ||
Reports and Dashboards | Modified 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 Setup | Modified 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 Document | Modified topic: Included the newly supported file formats in the note in the step to upload files. | ||
Using Conga Drive | New topic | ||
Generating a Contract Document | Modified 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 Document | Modified topic: Added a note in "To update a contract document" section that the contract templates created using Conga Drive are listed for selection. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.1.1
|
| 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 |