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What's New in CLM Documentation
The following section lists changes in the documentation to support each release.
202403.3.0
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.3.0 |
| Generating a Contract Document | Modified topic - updated the note about document format selection. |
Regenerating a Contract Document | Modified topic - Updated the note about document format selection. | ||
Working with In Effect View | Modified topic - Updated the "To view contract documents" section to include the link to download document | ||
Template Filter Rules | Modified topic - Updated use case for setting up user-defined filters to narrow the list of templates | ||
Sending a Contract for Simple Review | Modified topic - Added information about sequential increment of review cycle | ||
Sending a Contract for Microsoft 365 Review | Modified topic - Added information about sequential increment of review cycle | ||
Modified topic - Added a description for Retrieve as Combined Document setting | |||
Modified topic - Added a description for Retrieve as Combined Document setting |
202403.2.0
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.2.0 |
| Template Filter Rules | New topic |
Setting Up Template Filter Rules | New topic | ||
Configuring a Page Layout | New topic | ||
Viewing Contract Documents | New topic |
202403.1.0
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.1.0 |
| Deleting an Incoming Request | New topic. |
Searching Clauses | Modified topic - Added a note about searching Standard or Alternate clauses by filtering Clause Format as X-Author or Web | ||
Editing a Clause | Modified topic - Added a note on maximum number of 20000 characters can be entered in the clause text. | ||
Importing Offline Documents | Modified topic - Updated the note to specify upload size limit. | ||
Approval Rules | New topic. | ||
Contract Fields | Modified topic - Added the approval statuses to the contract fields list. | ||
Preview and Submit | Modified topic - Preview and submit an approval request from the Contract Details page. | ||
My Approvals | Modified topic -Accessing the My Approvals page from the Contract Details page. |
202402.2.0
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.2.0 |
| Modified topic - Added details about selecting contacts as a primary point of contact for the account. | |
Creating an Account | Modified topic - 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. | ||
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. |
202402.1.0
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.1.0 |
| Deleting Accounts | Modified topic. Added details about deleting multiple accounts from the Accounts list. |
Deleting Contacts | Modified topic. Added details about deleting multiple contact from the Contacts list. | ||
Exporting Contract Details | New topic. | ||
Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window. |
February '24
October '23
June '23
February '23
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 |
| All topics are new in this release | N/A |