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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 |
---|---|---|---|
June '24 |
| 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. |
| 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:
| ||
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:
| ||
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:
| ||
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:
|
Document | Publication Date | Topic | Description |
---|---|---|---|
February '24 |
| 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. |
| Admin Entries | Modified topic. Added the APTS_RetainCommentsInTemplate admin entry. | |
| Admin Entries | Modified topic. Added details about the following admin entries:
| |
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". | ||
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 |
| 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. |
| 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. | |
| 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:
| ||
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:
| ||
Sending an Agreement Document for Review Sending an Agreement Document for Parallel Review Sending an Agreement Document for Collaborative Review Using Office 365 Review | Modified topics. Added details about the APTS_IncludePrimaryContact admin entry. |
Document | Publication Date | Topic | Description |
---|---|---|---|
June '23 |
| Activating an Agreement | Modified topic. Added prerequisite about the APTS_AgreementDocumentActivateMaxFileSize admin entry. |
Admin Entries | Modified topic. Added the following admin entries:
| ||
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 | Modified topic. Added details about retrying the review. | ||
| New topic. | ||
New topic. | |||
Setting Up Office 365 Review | Modified topic. Added details about SharePoint and Azure app configuration. | ||
| 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.
| ||
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 |
| 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 |
| Generating Registration Setting | Modified topic. Added a prerequisite and updated contact information. |
Configuring CSP Trusted Sites | Modified topic. Updated contact information | ||
| Setting Up Conga Contract Intelligence for CLM | New topic. A new feature for this release. | |
Importing an Offline Document Using Contract Intelligence for CLM | New topic. A new feature for this release. | ||
| Sending an Agreement Document for Collaborative Review using Office 365 Review | New topic. A new feature for this release. | |
New topic. A new feature for this release. |
Document | Publication Date | Topic | Description |
---|---|---|---|
December '21 |
| Generating Registration Setting | Modified topic. Added a prerequisite and updated contact information. |
Configuring Trusted CSP Sites | Modified topic. Updated contact information. | ||
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 | ||
| Admin Entries | Modified topic. Added details about APTS_TranslatePickValuesInDocs. | |
| 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 |
| Generating Registration Setting | Modified topic. Added a prerequisite and updated contact information. |
Configuring CSP Trusted Sites | Modified topic. Updated contact information. | ||
| 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. | ||
| 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:
| ||
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:
|
Document | Topic | Description |
---|---|---|
Spring 2021 (Rev C) | Custom Permissions | Modified topic. Added a note about default permission. |
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. |
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:
Deprecated Enable Online Contract Collaboration property. | |
Admin Entries | Modified topic. Added the following admin entry:
| |
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. |
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:
| |
Winter 2020 (Rev A) | Tracking Agreement Clause Versions | Modified topic. Updated clause actions. |
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:
Updated the following admin entries:
| |
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:
| |
Activating an Agreement | Modified topic. Added details about skipping steps during activation. | |
Sending an Agreement Document for Parallel Review | Modified topic. Added details about:
| |
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. |
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:
| |
Comply System Properties | Modified topic. Added the following comply system properties:
| |
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:
| |
Online Contract Collaboration | New section. A new feature for this release. | |
Importing Supporting Document | New topic. A new feature for this release. | |
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:
| |
Creating an Offline Agreement | Modified topic. Added details about:
| |
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:
| |
Uploading Signed Documents | Modified topic. Added details about:
| |
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:
| |
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. | |
Updated topic to include namespace information for Contract Management Web Services. | ||
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. |
Admin Entries | Modified topic. Added the following admin entries:
| |
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:
| |
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. | |
Modified topic. Added the following parameters:
|
Document | Topic | Description |
---|---|---|
Winter 2019 | Admin Objects | Modified topic. Added the following admin objects:
|
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:
| |
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:
| |
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. |