What's New in CLM Documentation

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

Document	Publication Date	Topic	Description
202411.1.0	22 Nov 2024	Viewing Contracts from All Contracts	New topic
		Managing Roles and Permission Groups	Modified topic: Added Field Permissions table. Added Preview & Submit, My Approvals in Action Permissions section for Agreement object. Added Account and Contact object permissions Updated Agreement object permission for contract record in account and contact pages. Added "Roles" section.
		Editing a Contract	Modified topic: Added Prerequisite section
		Preview and Submit	Modified topic: Added Prerequisite section
		My Approvals	Modified topic: Added Prerequisite section
		Creating an Account	Modified topic: Added Prerequisite section
		Deleting Accounts	Modified topic: Added Prerequisite section
		Managing Account's Contact Details	Modified topic: Added Prerequisite section
		Managing Account's Contract Details	Modified topic: Added Prerequisite section
		Creating a Contact	Modified topic: Added Prerequisite section
		Deleting Contacts	Modified topic: Added Prerequisite section
		Managing Contact's Contract Details	Modified topic: Added Prerequisite section
		Managing Admin Console	Modified topic: Added Schema Manager and its description.
		Creating a Contract Request	Modified topic: Added Prerequisite Updated information in step # 12 that it redirects to contract request list page and the newly created record appears at the top.
		Activating a Contract	Modified topic: Added "Auto-activation of contracts" section
		Viewing Contracts from My Contracts	Modified topic: Topic overview modified to mention about ownership, sharing scenario.
		Sending Documents for eSignature with Conga Sign	Modified topic: Step description email message updated for default template.
		Sending Documents for eSignature with Adobe Sign	Modified topic: Step description email message updated for default template.
		Sending Documents for eSignature with DocuSign	Modified topic: Step description email subject and message updated.
		Configuring DocuSign Parameters in Conga Platform	Modified topic: Step description for DocuSign Templates Enabled toggle button updated.
		Importing Offline Documents	Modified topic: Added information about the maximum file size supported for these actions.

Document	Publication Date	Topic	Description
202410.2.0	08 Nov 2024	General Settings	Modified topic: Updated the content for Prefix and Sequence Padding fields. Removed the previous note of max. 20 zeroes for Sequence Padding field.
		Creating a Clause Record	Modified topic: Updated info that administrators can configure the page layout for a new clause in CX Studio and add or remove standard and custom fields.
		Cloning a Clause Record	Modified topic: Updated info that administrators can configure the page layout for the cloned clause in CX Studio and add or remove standard and custom fields.
		Contract Fields	Modified topic: Added Send email notification for owner change
		Configuring a Page Layout	Modified topic: Added the following to the list of configurations to manage page layout in CX Studio. Cloning standard actions Adding standard and custom fields when creating and cloning the clauses
		Contract Fields	Modified topic: Updated owner type and owner field description Added a note in owner field Added Send email notification for owner change field.
		Submitting a Document Generation Request	Modified topic: Updated info about email notification for auto and manual submit request modes.
		Managing Roles and Permission Groups	Modified topic: Added a table giving all the access or restrictions applicable on objects.

Document	Publication Date	Topic	Description
202410.1.0	25 Oct 2024	Creating a Clause Record	New topic
		Cloning a Clause Record	New topic
		General Settings	Modified topic: Added the "Hide Create New Contract Form" setting.
		Creating a Contract	Modified topic: Note modified in the "To create a contract" section to include the "Hide Create New Contract Form" setting.
		Managing Admin Console	Modified topic: Updated the "Workflow" section.
		Configuring Workflow Activities	New topic
		Use Case 1: Workflow for Approvals Activity	New topic
		Use Case 2: Workflow to Support Custom Expressions	New topic
		Working with Workflow Activities	Modified topic: Included the "Workflow to support Custom Expressions" section.
		Setting Up Conga Sign	Modified topics: The following new sections are added. To set Conga Sign as default option To set Adobe Sign as default option To set DocuSign as default option
		Configuring Adobe Sign Parameters in Conga Platform
		Configuring DocuSign Parameters in Conga Platform
		Recall a Signature Request	Modified topic: Enhanced the step descriptions with relevant information.
		Configuring DocuSign Parameters in Conga Platform	Modified topic: Steps related to Finalize button and Send for Signatures button updated with a reference to the configurations.
		Sending Documents for eSignature with DocuSign	Modified topic: Descriptions for Finalize toggle button and Send for Signatures toggle button added.
		Sending a Contract for Simple Review	Modified topic: A note added about the message displayed when a document already in review is selected for review.

Document	Publication Date	Topic	Description
202409.2.0	11 Oct 2024	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
		Preview and Submit Approval Request	Modified topic: Submitting an approval request updated for activity history
		Viewing Activity History	Modified topic: List of approval-related activities added

Document	Publication Date	Topic	Description
202409.1.0	27 Sep 2024	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: Steps for the "To add a custom action button" section enhanced and a new section "To add a rule" added "To add a custom action button in Clause List page" section added
		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	13 Sep 2024	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	30 Aug 2024	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	16 Aug 2024	Comparing Clauses Versions	New topic
		.What's New in CLM Documentation v202411.1.0	Modified topic: Removed steps on the clause content being displayed on the right panel when you select a clause. Removed step on the Show Changes toggle. Added steps about viewing the Details and Clause Content tabs. Added a note for the option to edit the Clause Details page layout.
		Searching Contract Documents	Modified topic: Updated the step in "To search contract documents across multiple objects" section that according to the primary object specified in the search criteria, click the contract name or account name hyperlink to display the contract details or accounts details.
		Viewing Related Contracts	Modified topic: Updated the content that the fields for the account and contract objects in the contract hierarchy card.
		Preview and Submit	Modified topic: Updated the step in "Submitting an approval request" section that you can wait a few seconds or click Take Me Back Now button to redirect to the Contract Details page.
		Sending a Contract for Simple Review	Modified topic: Updated the notes in Available Documents section and Add Attachments section to remove the mention of .msg file type not supported.
		Sending a Contract for Microsoft 365 Review
		Finalizing a Contract
		Importing Documents Using Intelligent Import	Modified topic: Added a note in "To navigate to CCI from the Contract Details" section and added a reference link for more information on reviewing imported documents.
		Creating a 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/{contractId}/hierarchy

Document	Publication Date	Topic	Description
202407.2.0	02 Aug 2024	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	19 Jul 2024	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.
		General Settings	Modified topic: Added a note for Watermark Text field
		Document Format Setup	Modified topic: Added steps for Document Action and Default Watermark dropdown list in Add Document Format popup.

Document	Publication Date	Topic	Description
202406.2.0	05 Jul 2024	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	21 Jun 2024	Sending a Contract for Simple Review	Modified topic: To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section. The note in To send a contract document for review section updated for contract document selection condition. The description at the end of the section updated to remove the content about separate emails sent for each selected contract-document-type document.
		Sending a Contract for Microsoft 365 Review	Modified topic: To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section. The note in To send a contract document for review section updated for contract document selection condition.
		Contract 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	22 Jun 2024	Configuring Reminders and Expiration Notifications	New topic
		Configuring DocuSign Parameters in Conga Platform	Modified topic - Added steps for Reminders and Expirations configuration
		Sending Documents for eSignature with DocuSign	Modified topic - Added steps for Reminders and Expirations configuration
		Contract Rules	New topic
		Use Case for Contract Rules	New topic
		Submitting a Document Generation Request	New topic
		Bulk Import APIs	APIs introduced: DEL api/clm/v1/import/jobs/{{jobId}} GET api/clm/v1/import/jobs/{{jobId}}/batch/{{batchId}}
		Submit Request API	POST api/clm/v1/contracts/{contractId}/submitrequest
		Creating a Contract	A table added to describe the actions available after contract creation. Added a line about tooltip in "Visibility into the contract lifecycle stage" section. RN description added.
		Importing Bulk 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: POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/summarize POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/chat
		Editing a Contract Request	Modified topic - Added a note about editing a contract name.

Document	Publication Date	Topic	Description
202405.1.0	08 Jun 2024	Recall a Signature Request	New topic
		Configuring Reminders and Expiration Notifications	New topic
		Sending Documents for eSignature with DocuSign	Modified topic - Added for the option to send the document directly to the recipient bypassing the DocuSign Console.
		Contract Fields	Modified topic - Added information about email notification for Termination Notice Days. Added information about email notification for Expiration Notice Days. Updated descriptions for Contract Start Date and Contract End Date to add information related to Fixed Term term type contracts.
		Managing Notifications	New topic
		Searching Contract Documents	Modified topic - Added a topic to search contract documents across multi-objects.
		Creating a Contract	Modified topic - Added 'Visibility into contract lifecycle stage' section.
		Activating a 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	25 May 2024	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	11 May 2024	Creating a Contract Request	Modified topic - Added note at the end of the page on: Creating multiple contract requests with "In progress" status. Editing an "In progress" contract request.
		Contract APIs	APIs introduced: POST api/clm/v1/esignatures GET api/clm/v1/esignatures/signertypes
		Configuring DocuSign Parameters in Conga Platform	Added a step to turn on or off the DocuSign Templates Enabled toggle.
		Sending Documents for eSignature with DocuSign	Added a step to select a template from the Apply Templates dropdown.

Document	Publication Date	Topic	Description
202403.3.0	18 Apr 2024	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
		Configuring Adobe Sign Parameters in Conga Platform Viewing a Signed Document with Adobe Sign	Modified topic - Added a description for Retrieve as Combined Document setting
		Configuring DocuSign Parameters in Conga Platform Viewing a Signed Document with DocuSign	Modified topic - Added a description for Retrieve as Combined Document setting

Document	Publication Date	Topic	Description
202403.2.0	03 Apr 2024	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	20 Mar 2024	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	06 Mar 2024	Creating an Account	Modified topic: Added details about selecting contacts as a primary point of contact for the account. Added details about selecting currency for an account from a picklist instead of manually entering it.
		Working with Contract 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.
		Sending a Contract for Simple Review Sending a Contract for Microsoft 365 Review	Modified topic - Added details about the enhanced confirmation message displayed upon review completion.
		Searching 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	21 Feb 2024	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.
		Working with In-Effect View	Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window.

Document	Publication Date	Topic	Description
Februrary'24	07 Feb 2024	Managing Accounts	New topic.
		Accounts Interface	New topic.
		Creating an Account	New topic.
		Deleting an Account	New topic.
		Searching Accounts	New topic.
		Managing Account's Contact Details	New topic.
		Managing Account's Contract Details	New topic.
		Managing Contacts	New topic.
		Contacts Interface	New topic.
		Creating a Contact	New topic.
		Deleting a Contact	New topic.
		Searching Contacts	New topic.
		Managing Contact's Contract Details	New topic.
		Working with Contract Requests	New topic.
		Contract Requests Interface	New topic.
		Creating a Contract Request	New topic.
		Searching Contract Requests	New topic.
		Working with Incoming Requests	New topic.
		Using Smart Search	New topic.
		Searching Contract Documents	New topic.
		Previewing Contract Documents	New topic.
		Exporting Contract Documents	New topic.
		Configuring the Approval Workflow	New topic.
		Creating an Approval Flow	New topic.
		Working with Approvals	New topic.
		Preview and Submit	New topic.
		My Approvals	New topic.
		Bulk Import	New topic.
		Viewing Recently Viewed Contracts	New topic.
		Changing a Contract's Ownership	New topic.
		Deleting a Contract	New topic.
		Defining Clone specifications	Modified topic.
		Sending a Contract for Simple Review	Modified topic.
		Sending a Contract for Microsoft 365 Review	Modified topic.
		Finalizing a Contract	Modified topic.
		Creating a Contract	Modified topic.
		General Settings	Modified topic.
		Viewing Activity History	Modified topic.
		Contract Status Categories and Statuses	Modified topic.
		Contracts APIs	Modified topic.

Document	Publication Date	Topic	Description
October '23	03 Oct 2023	Activating a Contract	Modified topic.
		Adding Line Items	New topic.
		Availability of Contract Actions	New topic.
		Configuring a Default Signature Option	New topic.
		Contract Fields	Modified topic.
		Creating a Contract	Modified topic.
		General Settings	Modified topic.
		Generating a Contract Document	Modified topic.
		Generating Supporting Documents	Modified topic.
		Importing Documents using Intelligent Import	Modified topic.
		Importing Offline Documents	Modified topic.
		Joining Documents	New topic.
		Regenerating a Contract Document	New topic.
		Searching Contract Documents	New topic.
		Sending a Contract for Office 365 Review	Modified topic.
		Sending a Contract for Simple Review	Modified topic.
		Sending a Contract for Wet Signatures	Modified topic.
		Setting Up Document Format	Modified topic.
		Setting Up Document Protection	Modified topic.
		Using Clause Library	New topic.
		Viewing Activity History	New topic.
		Working with Clauses	Modified topic.
		Working with Contract Terms	New topic.
		Working with In Effect View	New topic.
		Contract APIs	Modified topic.

Document	Publication Date	Topic	Description
June '23	07 Jun 2023	Document Protection Setup	New topic.
		Post-Contract Lifecycle Actions	New topic.
		Contract Status Categories and Statuses	New topic.
		Activating a Contract	Modified topic. Added details about post-contract lifecycle actions.
		General Settings	New topic.
		Document Versioning	New topic.
		Preparing for Microsoft 365 Reviews	New topic.
		Configuring Microsoft 365 Connections	New topic.
		Sending a Contract for Simple Review	Modified topic. Added details about label changes.
		Sending a Contract for Microsoft 365 Review	Modified topic. Added details about label changes.
		Creating a Contract	Modified topic. Added details about label changes.
		PDF Security Settings	New topic.
		Searching Contracts	New topic.
		Document Format Setup	New topic.
		Generating a Contract Document	New topic.
		Generating a Contract Document	New topic.
		Marking Required and Editable Fields on the Contract Details Page	New topic.
		Defining Clone Specifications	New topic.
		Document Versions	New topic.
		Generating Supporting Documents	New topic.
		Regenerating a Contract Document	New topic.
		Sending a Contract for Wet Signatures	New topic.
		Working with Dashboard	New topic.
		Viewing Related Contracts	New topic.
		Working with Clauses	New topic.
		Setting Up Conga Contract Intelligence (CCI)	New topic.
		Importing Documents Using Intelligent Import	New topic.

Document	Publication Date	Topic	Description
February '23	08 Feb 2023	All topics are new in this release	N/A