What's New in CLM Documentation

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

Document	Publication Date	Topic	Description
October '24	01 Oct 2024	Managing eSignature Setup	New topic
		Sending Transactions with Conga CLM	New topic
		Sending an Agreement Document for Google Docs Review	New topic
		Admin Entries	Modified topic: Added the following admin entries. APTS_DefaultSendersforReview_SendToGoogleDocsReview APTS_DefaultSendersforReview
		Comply User Property	Modified topic: Added the "Enable Copilot" comply user property.
		Setting up Salesforce Org with Conga Platform for CLM	New topic
		Tenant Onboarding	New topic
		Accessing Conga Co-Pilot	New topic
		Working with Conga Co-Pilot	New topic
		Ask Chat-formatted Questions	New topic
		Use Case for Chat Questions	New topic
		Summarizing a Document	New topic
		Configuring the Salesforce Org	New topic
		Configuring a New Authentication Provider	New topic
		Creating Remote Site Settings	New topic

Document	Publication Date	Topic	Description
June '24	01 Jul 2024	Ending a Review Via Email	Modified topic. Added clarification about the review cycle status of documents of the same review cycle and that of the different review cycle.
	12 Jun 2024	Terminating an Agreement	New topic
		Expiring an Agreement	New topic
		Creating an Agreement	Modified topic: Added a note about Google Drive Enabled check box
		Managing Templates	Modified topic: Added information about Conga for Google Docs
		Agreement Fields	Modified topic: Added Google Drive Enabled field
		Generating an Agreement	Modified topic: Added topic for generating and regenerating an agreement using Google Docs template. Added info on the View link from the Document Versions related list.
		Comply System Properties	Modified topic: Updated Merge Webservice Endpoint and added Enable Google Drive fields
		Custom Permissions	Modified topic: Added the custom permission Contract Lifecycle Management.Apttus.XA_DisableAutoCheckout
		Negotiating an Agreement Document	Modified topic: Added section about negotiating an agreement document using Conga for Google Docs
		Finalizing an Agreement	Modified topic: Added a note about entering the template name or its unique name in the search box to search for templates. Added information about sending the document in PDF format.
		Sending an Agreement Document for Review	Modified topic: Added a note about entering the template name or its unique name in the search box to search for templates.
		Sending an Agreement Document for Parallel Review	Modified topic: Added a note about entering the template name or its unique name in the search box to search for templates.
		Admin Entries	Modified topic: Added the following admin entries: APTS_AgreementName_Default APTS_AgreementName_Amend APTS_AgreementName_Clone APTS_AgreementName_Renew APTS_StatusCategoriesToExclude APTS_StatusCategoriesToInclude
		Viewing Agreement Hierarchy	Modified topic: Introduction modified to include display of related agreements of the amended and renewed agreements in the Agreement Hierarchy.
		Viewing Account's Agreement Hierarchy	Modified topic: Introduction modified to include display of related agreements of the amended and renewed agreements in the Account's Agreement Hierarchy.
		Setting Up Microsoft 365 Review	Modified topic: Delegated Permission Flow section updated to include "User.ReadBasic.All" permission support Added description for Allow Accept/Reject from Third Party checkbox

Document	Publication Date	Topic	Description
February '24	01 Jul 2024	Ending a Review Via Email	Modified topic. Added clarification about the review cycle status of documents of the same review cycle and that of the different review cycle.
	03 May 2024	Admin Entries	Modified topic. Added the APTS_RetainCommentsInTemplate admin entry.
	07 Feb 2024	Admin Entries	Modified topic. Added details about the following admin entries: APTS_RestrictDocumentFileFormat APTS_DefaultSendersforReview_SendToOffice365Review APTS_DefaultSendersforReview_SendToOffice365InternalReview APTS_DefaultSendersforReview_SendToOffice365ExternalReview APTS_DefaultSendersforReview_SendToOtherPartyForReview APTS_DefaultSendersforReview_SendToOtherPartyForSignatures APTS_GenerateSupportingDocumentName
		Importing Offline Documents	Modified topic. Added a note regarding import file format restriction.
		Comply System Properties	Modified topic. Renamed "CLM Lite Profile(s)" system property to "CLM Lite Profile(s)/PermissionSets".
		Setting Up Lite User License	Modified topic. Renamed "CLM Lite Profile(s)" system property to "CLM Lite Profile(s)/PermissionSets". Lite License Compliance Report screenshot replaced.

Document	Publication Date	Topic	Description
October '23	14 Jun 2024	Ending a Review Via Email	Modified topic. Added clarification about the review cycle status of documents of the same review cycle and that of the different review cycle.
	16 Nov 2023	Configuring Email Service for Ending an Office 365 Review by Email	Modified topic. Added a note that this functionality is only available through app level flow and not delegated flow.
	03 Oct 2023	Sync Data between Salesforce and Platform for CLM	New topic.
		Finalizing an Agreement	Modified topic. Updated configuration steps per new UI.
		Activating an Agreement	Modified topic. Added details about document attachment options for activation notification.
		Configuring Email Service for Ending an Office 365 Review by Email	New topic.
		Sending an Agreement Document for Collaborative Review Using Office 365 Review	Modified topic. Added the following details: Completing the Office 365 review cycle via email Restrictions for external reviewers Email notification for Office 365 review
		Comply User Properties	Modified topic. Added details about the Show Add More Button During Signature comply user property.
		Admin Entries	Modified topic. Added the following admin entries: APTS_RLPInstanceSettings APTS_EndOffice365ReviewEmailServiceAddress APTS_IncludePrimaryContact
		Sending an Agreement Document for Review Sending an Agreement Document for Parallel Review Sending an Agreement Document for Collaborative Review Using Office 365 Review Finalizing an Agreement	Modified topics. Added details about the APTS_IncludePrimaryContact admin entry.

Document	Publication Date	Topic	Description
June '23	06 Jun 2023	Activating an Agreement	Modified topic. Added prerequisite about the APTS_AgreementDocumentActivateMaxFileSize admin entry.
		Admin Entries	Modified topic. Added the following admin entries: APTS_AgreementDocumentActivateMaxFileSize APTS_AsyncCloneAmendRenew
		Managing Agreement Lifecycle Post-Activation	Updated overview.
		Sending an Agreement Document for Parallel Review	Modified topic. Added details about retrying the review.
		Running Wizards in Lightning	Modified topic. Added details about wizard enhancements.

Document	Publication Date	Topic	Description
February '23	19 May 2023	Sending an Agreement Document for Parallel Review	Modified topic. Added details about retrying the review.
	05 May 2023	Managing Office 365 Review	New topic.
		Preparing for Office 365 Review	New topic.
		Setting Up Office 365 Review	Modified topic. Added details about SharePoint and Azure app configuration.
	02 Jan 2023	Sending an Agreement Document for Collaborative Review Using Office 365 Review	Modified topic. Added details regarding the mixed review.
		Managing Microsoft 365 Review	Modified topic. Added details regarding the SharePoint site configuration.
		Activating an Agreement	Modified topic. Added details about restricting email notifications and selecting publish option.
		Admin Entries	Modified topic. Added the following admin entries. APTS_RestrictEmailToCurrentUserOnActivate APTS_ActivateDocumentsSelectAll APTS_ActivateDocumentsSelectable APTS_ActivateDocumentsPublishAll admin entries
		Importing an Offline Document	Modified topic. Added details about removing meta data in the imported documents.
		Configuring Activation Settings	New topic. A new feature for this release.

Document	Publication Date	Topic	Description
September '22	08 Aug 2022	Sending an Agreement Document for Collaborative Review Using Office 365 Review	Modified topic. Added details regarding adding or removing reviewers.
		Merging Documents in Salesforce Lightning	Modified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.
		Admin Entries	Modified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.
		Lite User License FAQs	Modified topic. Added a FAQ.
		Upgrading Conga CLM	Modified topic. Added upgrade details.

Document	Publication Date	Topic	Description
May '22	22 Apr 2022	Generating Registration Setting	Modified topic. Added a prerequisite and updated contact information.
	22 Apr 2022	Configuring CSP Trusted Sites	Modified topic. Updated contact information
	08 Apr 2022	Setting Up Conga Contract Intelligence for CLM	New topic. A new feature for this release.
	08 Apr 2022	Importing an Offline Document Using Contract Intelligence for CLM	New topic. A new feature for this release.
	05 Apr 2022	Sending an Agreement Document for Collaborative Review using Office 365 Review	New topic. A new feature for this release.
	05 Apr 2022	Configuring Office 365 Settings	New topic. A new feature for this release.

Document	Publication Date	Topic	Description
December '21	22 Apr 2022	Generating Registration Setting	Modified topic. Added a prerequisite and updated contact information.
	22 Apr 2022	Configuring Trusted CSP Sites	Modified topic. Updated contact information.
	27 Dec 2021	Provisions Supported by Conga AI	New topic. A new feature for this release.
		Supported File Sizes in Lightning	Modified topic. Added file size limits for Conga AI
		Managing Offline Agreements	Modified topic. Added details about Conga AI
	17 Dec 2021	Admin Entries	Modified topic. Added details about APTS_TranslatePickValuesInDocs.
	29 Oct 2021	Adding the Review Status Panel on the Agreement Detail Page	New topic. A new feature for this release.
		Prerequisites for Parallel Review	Modified topic. Added prerequisites.
		Configuring the Send for Review Custom Button	New topic. A new feature for this release.
		Supported File Sizes in Lightning	Modified topic. Added file size limit for the cloned, amended, and renewed agreements.
		Importing an Offline Document	Modified topic. Added details about importing an offline document by updating an existing document version.
		Comply System Properties	Modified topic. Added the Ancestor selection for Import Offline comply system property.
		Status and Status Categories	Modified topic. Added details about In Clause Approval status.
		Admin Entries	Modified topic. Added details about APTS_AgreementStatusOnClauseApproval.
		Enabling and Customizing the Action Panel	Modified topic. Added details about Upload Reviewed Document and Send for Conga Sign.
		Sending an Agreement Document for Parallel Review	Modified topic. Added details about the new UI for sending documents for review.
		Installing Conga CLM	Modified topic. Removed details about user experience analysis.
		Working with Documents	Modified topic. Added details about configuring the columns.
		Configuring Documents Tab in Lightning	Modified topic. Added a prerequisite.
		Comply User Properties	New topic. A new feature for this release.
		Configuring APTS_ComplyConfig	Modified topic. Added details about copying documents to the cloned, amended, or renewed agreement.

Document	Publication Date	Topic	Description
Summer '21	22 Apr 2022	Generating Registration Setting	Modified topic. Added a prerequisite and updated contact information.
	22 Apr 2022	Configuring CSP Trusted Sites	Modified topic. Updated contact information.
	09 Aug 2021	Registering for Conga Upgrade Program	New topic.
		Installing Conga CLM	Modified topic. Added details about registering for push upgrade.
		Upgrading Conga CLM	Modified topic. Added details about registering for push upgrade.
		Configuring Notification Email for Review Cycle Cancellation	New topic.
	05 Jul 2021	Setting Up Quick Search on the Home Page	New topic. A new feature for this release.
		Populating the File Size Field	New topic. A new feature for this release.
		Configuring Documents Tab in Lightning	New topic. A new feature for this release.
		Generating Registration Setting	New topic. A new feature for this release.
		Configuring Old Activation UI	New topic. A new feature for this release.
		Configuring the Send for Review Custom Button	New topic. A new feature for this release.
		Working with Documents	New topic. A new feature for this release.
		Using Smart Search to Search Content in Agreement Documents in Lightning	Modified topic. Added details about Smart Search enhancements.
		Configuring Intelligent Discovery Settings	Modified topic. Added details about deleting intelligent data discovery settings.
		Migrating Mappings from Salesforce to Intelligent Data Discovery	Modified topic. Added details about migrating mappings from Salesforce to intelligent data discovery.
		Mapping Provisions to Project-Record Type	Modified topic. Added details about delete mappings from the AI engine.
		Sending an Agreement Document for Review	Modified topic. Added details about new UI.
		Sending an Agreement Document for Parallel Review	Modified topic. Added details about the following enhancements: New UI for sending documents for parallel review Sending multiple documents for parallel review Character limit for end review comments Adding multiple contacts to a review cycle Configuring email notifications for review cycle cancellation
		Activating an Agreement	Modified topic. Added details about publishing options.
		Reviewing an Agreement Created by Intelligent Discovery	Modified topic. Added details about the new UI.
		Supported File Sizes in Lightning	Modified topic. Added details about file sizes supported by Smart Search.
		Admin Entries	Modified topic. Added details about APTS_SkipFileSplitWhileSavingFile.
		Comply System Properties	Modified topic. Added details about the following properties: Parallel Review for related agreements Filter By The Primary Agreement Status

Document	Topic	Description
Spring 2021 (Rev C)	Custom Permissions	Modified topic. Added a note about default permission.
Spring 2021 (Rev C)	Assigning Custom Permissions to User Profiles	Modified topic. Added a note about default permission.
Spring 2021 (Rev B)	Migrating Attachments to Files	Modified topic. Added a prerequisite.
Spring 2021 (Rev B)	Admin Entries	Modified topic. Added APTS_SkipFileSplitWhileSavingFile admin entry.
Spring 2021 (Rev A)	Upgrading Conga CLM	Modified topic. Added a post-upgrade task.
Spring 2021	Upgrading Conga CLM	Modified topic. Added details about upgrading CLM.
	Setting Up Organization-Wide Email Addresses	New topic. A new feature for this release.
	Comply System Properties	Modified topic. Added the following comply system properties: Organization-Wide Email Address Display Use Organization-Wide Email Address Deprecated Enable Online Contract Collaboration property.
	Admin Entries	Modified topic. Added the following admin entry: APTS_ExcludedNamespaces
	Configuring Wizards as Self-Service with Salesforce Sites and Communities	Updated section. Removed content related to guest users. With the Spring ’21 release, Salesforce has removed the View All, Modify All, edit, and delete permissions for guest users in all orgs. Hence, Conga CLM does not support guest user access.
	Configuring the Availability of Custom Buttons	Modified topic. Added details about configuring custom buttons.
	Enabling and Customizing the Action Panel	Modified topic. Added details about configuring custom buttons.
	Editing Classic Email Templates	New topic. A new feature for this release.
	Configuring New Activation UI	New topic. A new feature for this release.
	Configuring In-Effect View Page Header	New topic. A new feature for this release.
	Configuring MS Teams Setting	Modified topic. Added details about MS Teams job.
	Configuring Smart Search	New topic. A new feature for this release.
	Online Contract Collaboration	Removed content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) Administrator Guide for information related to OCC.
	Mapping Clauses and Fields to Provisions	Removed page. Deprecated feature.
	Reviewing an Agreement Created by Intelligent Discovery	Modified topic. Added details about tracking the document upload progress and viewing large processed documents in the document viewer.
	Accessing In-Effect View	Modified topic. Added details about configuring In-Effect View header fields.
	Activating an Agreement	Modified topic. Added details about the new activation UI.
	Sending an Agreement Document for Parallel Review	Modified topic. Added details email notifications.
	Using Smart Search to Search Content in Agreement Documents in Lightning	New topic. A new feature for this release.
	Online Contract Collaboration	Removed content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) User Guide for information related to OCC.
	Sending a Document for Signatures	Added details about the sendForSignature API.

Document	Topic	Description
Winter 2020 (Rev E)	Configuring Wizards as Self-Service with Salesforce Sites and Communities	Updated section. Removed content related to guest users. With the Spring ’21 release, Salesforce has removed the View All, Modify All, edit, and delete permissions for guest users in all orgs. Hence, Conga CLM does not support guest user access.
Winter 2020 (Rev D)	Managing Alternate Clauses	New topic. A new feature for this release.
Winter 2020 (Rev D)	Configuring OCC Permissions	New topic. A new feature for this release.
Winter 2020 (Rev C)	Configuring Email Templates in Lightning	Modified topic. Changed the temporary folder name.
Winter 2020 (Rev B)	Installing Conga CLM	Modified topic. Added details about the new theme.
	Configuring Intelligent Discovery Settings	Modified topic. Added details about useAnalytics.
	Enabling and Customizing the Action Panel	Modified topic. Added the following custom buttons: In Effect View View Hierarchy
Winter 2020 (Rev A)	Tracking Agreement Clause Versions	Modified topic. Updated clause actions.
Winter 2020 (Rev A)	Reviewing an Agreement Created by Intelligent Discovery	Modified and renamed the topic.
Winter 2020	Contract Lifecycle Management with Salesforce Lightning	Modified topic. Added details about the new action panel.
	Enabling and Customizing the Action Panel	Modified topic. Added details about configuring the action panel.
	Admin Entries	Modified topic. Added the following admin entries: Added APTS_SkipContentSearchForActivation APTS_SkipRemoveDraftDocumentOnActivation APTS_RetainFileNameForParallelReviewMergedDocument Updated the following admin entries: APTS_AsyncMergeEmail APTS_ContentRepositoryType
	Removing the Path Field	New topic. A new feature for this release.
	Configuring Email Templates in Lightning	New topic. A new feature for this release.
	Configuring OCC Access Modes and Sharing Settings	New topic. A new feature for this release.
	Configuring Intelligent Discovery Settings	Modified topic. Added new configuration steps. Renamed Intelligent Import as Intelligent Discovery.
	Configuring Intelligent Discovery Status Panel in Lightning	New topic. A new feature for this release.
	Conga CLM on Salesforce Lightning	Modified topic. Added details about the new action panel.
	Reviewing an Agreement Created by Intelligent Discovery in Classic	Modified topic. Added details about: Importing large files Accessing highlighted, non-highlighted, and processed documents that are retrieved from Kira.
	Activating an Agreement	Modified topic. Added details about skipping steps during activation.
	Sending an Agreement Document for Parallel Review	Modified topic. Added details about: Canceling review Uploading a reviewed document Refreshing review cycle status Ending review Sending large files for review Retaining file name for the merged document
	Sending an Agreement Document for Review	Modified topic. Updated configuration steps.
	Activating an Agreement	Modified topic. Added details about skipping steps during activation and updated configuration steps.
	Importing an Offline Document	Modified topic. Updated configuration steps.
	Importing Supporting Documents	Modified topic. Updated configuration steps.
	Working with Different UI Modes	New topic. A new feature for this release.
	Launching Documents	Modified topic. Added details about access modes. Removed content related to document protection.
	Accepting or Rejecting Suggestions in Documents	Modified topic. Renamed the topic. Added details about access modes. Removed content related to document protection.
	Working with Comments	Modified topic. Added details about access modes. Removed content related to document protection.
	Working with Smart Data	Modified topic. Added details about access modes. Removed content related to document protection.
	Working with Clause Library	Modified topic. Added details about access modes. Removed content related to document protection.
	Publishing Documents	Modified topic. Added details about access modes. Removed content related to document protection.
	.Limitations	Modified topic. Added new limitations.
	.FAQs	Modified topic. Added new FAQs.
	Searching Agreement Documents	Modified topic. Updated configuration steps.
	Uploading Signed Documents	Modified topic. Updated configuration steps.
	Finalizing an Agreement	Modified topic. Updated configuration steps.
	Generating an Agreement	Modified topic. Updated configuration steps.
	Reviewing an Agreement Created by Intelligent Discovery	New topic. A new feature for this release.
	Reviewing an Agreement Created by Intelligent Discovery in Classic	Modified topic. Updated configuration steps. Renamed Intelligent Import as Intelligent Discovery.
	Working with Offline Agreements	Modified topic. Renamed Intelligent Import as Intelligent Discovery.
	Creating an Offline Agreement	Modified topic. Renamed Intelligent Import as Intelligent Discovery.
	Importing an Offline Document	Modified topic. Renamed Intelligent Import as Intelligent Discovery.
	Storing an Executed Agreement	Modified topic. Renamed Intelligent Import as Intelligent Discovery.
	Supported File Sizes in Lightning	New topic. A new feature for this release.
	Supported File Sizes in Classic	Modified topic. Renamed topic.

Document	Topic	Description
Summer '20 (Rev A)	Admin Entries	Modified topic. Added APTS_XAAddInLoadType admin entry.
Summer '20 (Rev A)	Package Multiple Documents	Modified topic. Added details about RetainInputHeaderFooter and CumulativePageNumber parameters.
Summer '20	Configuring Documents Tab in Lightning	New topic. A new feature for this release.
	Configuring Document Action Column in Classic	New topic. A new feature for this release.
	Admin Entries	Modified topic. Added the following admin entries: APTS_CustomLinksForActionPanel APTS_TemplateSelectionGuidance
	Comply System Properties	Modified topic. Added the following comply system properties: Enable Online Contract Collaboration Intelligent Import for Signed Document
	Mapping Clauses and Fields to Provisions	New topic. A new feature for this release.
	Configuring Intelligent Import Settings	Modified topic. Added details about new fields.
	Mapping Provisions to Project-Record Type	New topic. A new feature for this release.
	Configuring Columns in the Template Selection Page in Lightning	New topic. A new feature for this release.
	Configuring the Availability of the Upload Signed Document Button	New topic. A new feature for this release.
	Prerequisites	Modified topic. Added details about: Configuring email templates for intelligent import Order of configuring IDE objects
	Online Contract Collaboration	New section. A new feature for this release.
	Importing Supporting Document	New topic. A new feature for this release.
	Merging Documents in Lightning	New topic. A new feature for this release.
	Generating an Agreement	Modified topic. Added details about Document Type.
	Importing an Offline Agreement	Modified topic. Added details about: Document Type Agreement status
	Creating an Offline Agreement	Modified topic. Added details about: Document Type Agreement status
	Storing an Executed Agreement	Modified topic. Added details about Document Type.
	Finalizing an Agreement	Modified topic. Added details about Document Type.
	Running Wizards in Lightning	Modified topic. Added details about Document Type.
	Reviewing an Agreement Created by Intelligent Import	Modified topic. Added details about enhancements to: Document viewer Agreement status
	Uploading Signed Documents	Modified topic. Added details about: Version update after uploading the signed document Intelligently importing signed documents
	Activating an Agreement	Modified topic. Added details about restrictions on deleting executed documents.
	Sending an Agreement Document for Parallel Review	Modified topic. Added the details about: Email notification after canceling review Ending a parallel review without document Restriction for parallel review
	Subscribing to Document Lock Release Notification	New topic. Added the details about subscribeToDocumentLock API.
	Merging Documents	New topic. Added the details about the mergeDocuments API.
	Sending a Document for Signatures	New topic. Added the details about the sendForSignature API.
	Integrating Conga CLM with External Systems	A new topic for external integrations using the Conga CLM SOAP API.
	Activating Agreements	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Publishing Document Outside of Salesforce	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Publishing the Document to Chatter	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Publishing the Document to Files and Attachments	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Selecting a Template for the Agreement Document	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Terminating Agreements	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Updating Smart Fields	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Adding Header and Footer Text with Document Protection	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Adding Header and Footer Text without Document Protection	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Applying Security Parameters to a PDF	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Converting a Word Document into a given output format	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Converting a Word Document into a PDF	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Converting a Word Document into a PDF for Standard Objects	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Enabling Authoring for Agreement Documents	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Document	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Document for a Standard Object	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Document on Submit Request	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Document on Submit Request for a Standard Object	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Supporting Document	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Generating a Supporting Document on Submit Request	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Merging Multiple Documents to a PDF with PDF Protection	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Merging Multiple Documents to a PDF without PDF Protection	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Creating PDF	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Merging Proposal Documents into a single PDF Document	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Package Multiple Documents	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Initiating Parallel Review	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Ending Parallel Review	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Getting Word Document Information for Parent with Files	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Agreement Web Service	Updated topic to include namespace information for Contract Management Web Services.
	Merge Web Service	Updated topic to include namespace information for Contract Management Web Services.
	Author Web Service	Updated topic to include namespace information for Contract Management Web Services.

Document	Topic	Description
Spring 2020 (Rev E)	Assigning Custom Permissions to User Profiles	New topic.
Spring 2020 (Rev E)	Admin Entries	Modified topic. Added the following admin entries: APTS_ProfilePermissions APTS_DoNotCopyOpportunityToAdobeAgreement.
Spring 2020 (Rev D)	Configuring Email Service for Ending Review by Email	Updated configuration steps.
Spring 2020 (Rev C)	PDF Security for Agreement Documents	Modified topic. Added PDF security details when the document is checked-in from X-Author Contracts.
	Admin Entries	Modified topic. Added APTS_ComplyConfig .
	Intelligently Importing Large Files in Lightning	Modified topic. Added details about storing executed documents.

Spring 2020 (Rev B)	Installing Contract Management	Minor updates to this topic.
	Configuring Wizard as a Related Tab	New topic.
	Supported File Size	New topic.
	Creating Steps from the Wizard Designer	Modified topic. Added information about the two-column layout.
	Configuring Two Column Layout	New topic. A new feature for this release.
	Running Wizards in Lightning	Modified topic. Added a prerequisite about configuring Wizard as a Related Tab.
	Uploading Signed Documents in Lightning	Modified topic. Added a note for Document Version Support for Signed Documents.
	Finalizing an Agreement	Modified topic. Added a note for Document Version Support for Signed Documents.
Spring 2020 (Rev A)	Configuring Intelligent Import Settings	Modified topic. Added the information that the Kira setting name is case sensitive.
	Comply System Properties	Modified topic. Added URL for the XAJS Endpoint property.
	Supported File Size	New topic.
Spring 2020	Setting Up Salesforce and Kira Single Sign-on	New topic. A new feature for this release.
	Creating Steps from the Wizard Designer	Modified topic. Added information regarding the two-column layout.
	Providing Access to Run Wizards	New topic. Added missing information.
	Adding Wizard Launcher Tab in Lightning	New topic. A new feature for this release.
	Installing Conga CLM	Modified topic. Added a prerequisite about Apttus Base Library.
	Upgrading Conga CLM	New topic. Added information about how to upgrade Contract Management.
	Translating X-Author Contracts User Interface	New topic. A new feature for this release.
	Use Case: Translating X-Author Contracts User Interface	New topic. A new feature for this release.
	Setting Up Lite User License	New topic. A new feature for this release.
	Configuring Intelligent Import Fields	New topic. Added missing topic.
	Comply System Properties	Added the following comply system properties: CLM Lite License Profile(s) CLM Lite License Admin Email Email Lite Monitoring Report to Apttus? Inactivate Non-Compliant Lite User Ancestor Selection For Import Offline Asynchronous Checkin Recipient Auto Enable Asynchronous Checkin XAJS End Point
	Configuring Intelligent Discovery Settings	Updated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira.
	Mapping Provisions to Project-Record Type	Updated navigation per Lightning UI
	Uploading Signed Documents	New topic. A new feature for this release.
	Clause Versioning	Modified topic. Added a table for clause status after each agreement action.
	Intelligently Importing Large Files in Lightning	New topic. A new feature for this release.
	Reviewing an Agreement Created by Intelligent Discovery in Classic	Modified topic. Add details regarding date and currency fields,
	Running Wizards in Lightning	New topic. A new feature for this release.
	Package Multiple Documents	Modified topic. Added the following parameters: RetainInputHeaderFooter CumulativePageNumber

Document	Topic	Description
Winter 2019	Admin Objects	Modified topic. Added the following admin objects: APTS_AccountHierarchyFields APTS_DocumentSearchBasicFilter APTS_InEffectViewMetadataFields
	Contract Management with Salesforce Lightning	Modified topic. Added content for Salesforce Lightning Console support.
	Comply System Properties	Modified topic. Added Override Playbook default filter comply system property.
	Adding Custom Locale	New topic. A new feature for this release.
	Configuring MS Teams Setting	New topic. A new feature for this release.
	Adding Agreement Hierarchy Button for Accounts	New topic. A new feature for this release.
	Adding Agreement Hierarchy Button	New topic. A new feature for this release.
	Adding In-Effect View Button	New topic. A new feature for this release.
	Configuration to Email Multiple Agreement Documents in Lightning	New topic. A new feature for this release.
	Agreement Fields	Modified topic. Added Executed Date field details.
	Configuring APTS_ComplyConfig	Modified topic. Added new cloning specifications for Renew, Amend, and Clone.
	Sending an Agreement Document for Parallel Review	Modified topic. Added a prerequisite for tracking review status from X-Author Contracts.
	Sending an Agreement Document for Microsoft Teams Review	New topic. A new feature for this release.
	Emailing Multiple Agreement Documents	Modified topic. Added a note for the recommended maximum file size.
	Searching Agreement Documents	Modified topic. Added new Basic Search filters.
	Agreement Fields	Modified topic. Added new field details.
	Generating an Agreement	Modified topic. Added content for changes in agreement clauses status.
	Reviewing an Agreement Created by Intelligent Import	Modified topic. Added content for changes in agreement clauses status.
	Finalizing an Agreement	Modified topic. Added content for changes in agreement clauses status.
	Contract Management with Salesforce Lightning	Modified topic. Added content for Salesforce Lightning Console support.
	Accessing In-Effect View	New topic. A new feature for this release.
	Activating an Agreement	Modified topic. Added a restriction for activating an agreement.
	Clause Versioning	New topic. A new feature for this release.
	Merging Multiple Documents to a PDF	Modified topic.
	Terminating Agreements	New topic.

Document	Topic	Description
Summer 2019 (Rev A)	Managing Agreement Lifecycle Post-Activation	Modified topic.
Summer 2019	Configuring Agreement Hierarchy Page Header	New topic.
	Custom Permissions	Modified topic.
	Comply System Properties	Modified topic.
	Configuring Email Service for Ending Review by Email	New topic.
	Admin Objects	Modified topic.
	Viewing Agreement Hierarchy	New topic.
	Searching Agreement Documents	New topic.
	Sending an Agreement Document for Parallel Review	New topic.
	Finalizing an Agreement	Modified topic.
	Initiate Parallel Review	New topic.
	End Parallel Review	New topic.

Document	Topic	Description
Spring 2019	Scheduling Expiration Date for Email Downloadable Link	Added a new topic for scheduling the expiration date for email downloadable link
	Admin Objects	Added the following admin objects: APTS_RecordTypeUpdateOnAmend APTS_EnableValidationForEmailWithoutUserContact
	Comply System Properties	Added the Allow Regenerate From XAC comply system property
	Managing Offline Agreements	Updated the topic with uploading offline documents in any file format
	Reviewing an Agreement Created by Intelligent Import	Updated the topic with: Sending highlighted or unhighlighted documents for review Details on the OCR Quality field on the Document Viewer Information on Review Offline Document Status Popup Adding a clause when reviewing an offline document
	Emailing Multiple Agreement Documents	Added a new topic for sending a downloadable link for downloading multiple documents.
	Callback Classes	Added Contract Management callback classes.

Document	Topic	Description
Winter 2018	Managing Offline Agreements	Added new section for intelligent data extraction feature
	Configuring APTS_ComplyConfig	Updated topic with how to configure separate clone specifications for each record type
	Defining Naming Convention for Different Record Types	Added a new topic for defining the naming convention for different record types feature
	Working with Offline Agreements	Added a new section for the intelligent data extraction feature.

Document	Topic	Description
Summer 2018	Adding and Defining Action Panel	New topic. New feature for this release.
	Admin Objects	Updated the topic with the new admin object APTS_CustomLinksforActionPanel.
	Comply System Properties	Updated the topic with the new system property Unlock Smart Elements.
	Creating an Agreement	Updated the topic with information on the action panel in classic mode for community portals.