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

DocumentPublication DateTopicDescription
February '24

 




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 DocumentsModified topic. Added a note regarding import file format restriction.
Comply System PropertiesModified 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.



DocumentPublication DateTopicDescription
October '23

 

Configuring Email Service for Ending an Office 365 Review by EmailModified 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 CLMNew topic.
Finalizing an AgreementModified topic. Updated configuration steps per new UI.
Activating an AgreementModified topic. Added details about document attachment options for activation notification.
Configuring Email Service for Ending an Office 365 Review by EmailNew 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.



DocumentPublication DateTopicDescription
June '23

 

Activating an AgreementModified 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.



DocumentPublication DateTopicDescription
February '23

Sending an Agreement Document for Parallel Review

Modified topic. Added details about retrying the review.

 



Managing Office 365 Review

New topic.

Preparing for Office 365 Review

New topic. 
Setting Up Office 365 ReviewModified topic. Added details about SharePoint and Azure app configuration.

 





Sending an Agreement Document for Collaborative Review Using Office 365 ReviewModified topic. Added details regarding the mixed review. 
Managing Microsoft 365 ReviewModified topic. Added details regarding the SharePoint site configuration. 
Activating an AgreementModified 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.



DocumentPublication DateTopicDescription
September '22

 

Sending an Agreement Document for Collaborative Review Using Office 365 ReviewModified topic. Added details regarding adding or removing reviewers. 
Merging Documents in Salesforce LightningModified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.
Admin EntriesModified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.
Lite User License FAQsModified topic. Added a FAQ.
Upgrading Conga CLMModified topic. Added upgrade details.



DocumentPublication DateTopicDescription
May '22 


 

Generating Registration SettingModified topic. Added a prerequisite and updated contact information. 
Configuring CSP Trusted SitesModified topic. Updated contact information

 

Setting Up Conga Contract Intelligence for CLMNew topic. A new feature for this release.
Importing an Offline Document Using Contract Intelligence for CLMNew 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.

Configuring Office 365 Settings

New topic. A new feature for this release.



DocumentPublication DateTopicDescription
December '21













 

Generating Registration SettingModified topic. Added a prerequisite and updated contact information. 
Configuring Trusted CSP SitesModified topic. Updated contact information.


Provisions Supported by Conga AINew topic. A new feature for this release.
Supported File Sizes in LightningModified topic. Added file size limits for Conga AI
Managing Offline AgreementsModified topic. Added details about Conga AI

 

Admin EntriesModified 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 ReviewModified topic. Added prerequisites.
Configuring the Send for Review Custom ButtonNew topic. A new feature for this release.
Supported File Sizes in LightningModified topic. Added file size limit for the cloned, amended, and renewed agreements.
Importing an Offline DocumentModified topic. Added details about importing an offline document by updating an existing document version.
Comply System PropertiesModified topic. Added the Ancestor selection for Import Offline comply system property.
Status and Status CategoriesModified topic. Added details about In Clause Approval status.
Admin EntriesModified topic. Added details about APTS_AgreementStatusOnClauseApproval.
Enabling and Customizing the Action PanelModified topic. Added details about Upload Reviewed Document and Send for Conga Sign.
Sending an Agreement Document for Parallel ReviewModified topic. Added details about the new UI for sending documents for review.
Installing Conga CLMModified topic. Removed details about user experience analysis.
Working with DocumentsModified topic. Added details about configuring the columns.
Configuring Documents Tab in LightningModified topic. Added a prerequisite. 
Comply User PropertiesNew topic. A new feature for this release.
Configuring APTS_ComplyConfigModified topic. Added details about copying documents to the cloned, amended, or renewed agreement.



DocumentPublication DateTopicDescription
Summer '21
















 

Generating Registration SettingModified topic. Added a prerequisite and updated contact information. 
Configuring CSP Trusted SitesModified topic. Updated contact information.

 

Registering for Conga Upgrade ProgramNew topic.
Installing Conga CLMModified topic. Added details about registering for push upgrade.
Upgrading Conga CLMModified topic. Added details about registering for push upgrade.
Configuring Notification Email for Review Cycle CancellationNew topic. 

 


















Setting Up Quick Search on the Home PageNew topic. A new feature for this release.
Populating the File Size FieldNew topic. A new feature for this release.
Configuring Documents Tab in LightningNew topic. A new feature for this release.
Generating Registration SettingNew topic. A new feature for this release.
Configuring Old Activation UINew topic. A new feature for this release.
Configuring the Send for Review Custom ButtonNew topic. A new feature for this release.
Working with DocumentsNew topic. A new feature for this release.
Using Smart Search to Search Content in Agreement Documents in LightningModified topic. Added details about Smart Search enhancements.
Configuring Intelligent Discovery SettingsModified topic. Added details about deleting intelligent data discovery settings.
Migrating Mappings from Salesforce to Intelligent Data DiscoveryModified topic. Added details about migrating mappings from Salesforce to intelligent data discovery.
Mapping Provisions to Project-Record TypeModified topic. Added details about delete mappings from the AI engine.
Sending an Agreement Document for ReviewModified 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 AgreementModified topic. Added details about publishing options.
Reviewing an Agreement Created by Intelligent DiscoveryModified topic. Added details about the new UI.
Supported File Sizes in LightningModified topic. Added details about file sizes supported by Smart Search.
Admin EntriesModified 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



DocumentTopicDescription
Spring 2021 (Rev C)Custom PermissionsModified topic. Added a note about default permission.
Assigning Custom Permissions to User ProfilesModified topic. Added a note about default permission.
Spring 2021 (Rev B)Migrating Attachments to FilesModified topic. Added a prerequisite.
Admin EntriesModified topic. Added APTS_SkipFileSplitWhileSavingFile  admin entry.
Spring 2021 (Rev A)Upgrading Conga CLMModified topic. Added a post-upgrade task.
Spring 2021Upgrading Conga CLMModified topic. Added details about upgrading CLM.


















Setting Up Organization-Wide Email AddressNew 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 ButtonsModified topic. Added details about configuring custom buttons.
Enabling and Customizing the Action PanelModified topic. Added details about configuring custom buttons.
Editing Classic Email TemplatesNew topic. A new feature for this release.
Configuring New Activation UINew topic. A new feature for this release.
Configuring In-Effect View Page HeaderNew topic. A new feature for this release.
Configuring MS Teams SettingModified topic. Added details about MS Teams job.
Configuring Smart SearchNew topic. A new feature for this release.
Online Contract CollaborationRemoved content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) Administrator Guide for information related to OCC.
Mapping Clauses and Fields to ProvisionsRemoved page. Deprecated feature.
Reviewing an Agreement Created by Intelligent DiscoveryModified topic. Added details about tracking the document upload progress and viewing large processed documents in the document viewer.
Accessing In-Effect ViewModified topic. Added details about configuring In-Effect View header fields.
Activating an AgreementModified topic. Added details about the new activation UI.
Sending an Agreement Document for Parallel ReviewModified topic. Added details email notifications.
Using Smart Search to Search Content in Agreement Documents in LightningNew topic. A new feature for this release.
Online Contract CollaborationRemoved content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) User Guide for information related to OCC.
Sending a Document for SignaturesAdded details about the sendForSignature API.



DocumentTopicDescription
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 ClausesNew topic. A new feature for this release.
Configuring OCC PermissionsNew topic. A new feature for this release.
Winter 2020 (Rev C)Configuring Email Templates in LightningModified topic. Changed the temporary folder name.
Winter 2020 (Rev B)

Installing Conga CLMModified topic. Added details about the new theme.
Configuring Intelligent Discovery SettingsModified 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 VersionsModified topic. Updated clause actions.
Reviewing an Agreement Created by Intelligent DiscoveryModified and renamed the topic. 
Winter 2020




































Contract Lifecycle Management with Salesforce LightningModified topic. Added details about the new action panel.
Enabling and Customizing the Action PanelModified 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 FieldNew topic. A new feature for this release.
Configuring Email Templates in LightningNew topic. A new feature for this release.
Configuring OCC Access Modes and Sharing SettingsNew topic. A new feature for this release.
Configuring Intelligent Discovery SettingsModified topic. Added new configuration steps. Renamed Intelligent Import as Intelligent Discovery.
Configuring Intelligent Discovery Status Panel in LightningNew topic. A new feature for this release.
Conga CLM on Salesforce LightningModified 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 AgreementModified 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 ReviewModified topic. Updated configuration steps.
Activating an AgreementModified topic. Added details about skipping steps during activation and updated configuration steps.
Importing an Offline DocumentModified topic. Updated configuration steps.
Importing Supporting DocumentsModified topic. Updated configuration steps.
Working with Different UI ModesNew topic. A new feature for this release.
Launching DocumentsModified topic. Added details about access modes. Removed content related to document protection.
Accepting or Rejecting Suggestions in DocumentsModified topic. Renamed the topic. Added details about access modes. Removed content related to document protection.
Working with CommentsModified topic. Added details about access modes. Removed content related to document protection.
Working with Smart DataModified topic. Added details about access modes. Removed content related to document protection.
Working with Clause LibraryModified topic. Added details about access modes. Removed content related to document protection.
Publishing DocumentsModified topic. Added details about access modes. Removed content related to document protection.
LimitationsModified topic. Added new limitations.
FAQsModified topic. Added new FAQs.
Searching Agreement DocumentsModified topic. Updated configuration steps.
Uploading Signed DocumentsModified topic. Updated configuration steps.
Finalizing an AgreementModified topic. Updated configuration steps.
Generating an AgreementModified topic. Updated configuration steps.
Reviewing an Agreement Created by Intelligent DiscoveryNew topic. A new feature for this release.
Reviewing an Agreement Created by Intelligent Discovery in ClassicModified topic. Updated configuration steps. Renamed Intelligent Import as Intelligent Discovery.
Working with Offline AgreementsModified topic. Renamed Intelligent Import as Intelligent Discovery.
Creating an Offline AgreementModified topic. Renamed Intelligent Import as Intelligent Discovery.
Importing an Offline DocumentModified topic. Renamed Intelligent Import as Intelligent Discovery.
Storing an Executed AgreementModified topic. Renamed Intelligent Import as Intelligent Discovery.
Supported File Sizes in LightningNew topic. A new feature for this release.
Supported File Sizes in ClassicModified topic. Renamed topic.



DocumentTopicDescription
Summer '20 (Rev A)Admin Entries  Modified topic. Added APTS_XAAddInLoadType admin entry. 
Package Multiple DocumentsModified topic. Added details about RetainInputHeaderFooter and CumulativePageNumber parameters.
Summer '20



















Configuring Documents Tab in LightningNew topic. A new feature for this release.
Configuring Document Action Column in ClassicNew topic. A new feature for this release.
Admin EntriesModified topic. Added the following admin entries:
  • APTS_CustomLinksForActionPanel
  • APTS_TemplateSelectionGuidance
Comply System PropertiesModified topic. Added the following comply system properties:
  • Enable Online Contract Collaboration
  • Intelligent Import for Signed Document
Mapping Clauses and Fields to ProvisionsNew topic. A new feature for this release.
Configuring Intelligent Import SettingsModified topic. Added details about new fields.
Mapping Provisions to Project-Record TypeNew topic. A new feature for this release.
Configuring Columns in the Template Selection Page in LightningNew topic. A new feature for this release.
Configuring the Availability of the Upload Signed Document ButtonNew topic. A new feature for this release.
PrerequisitesModified topic. Added details about:
  • Configuring email templates for intelligent import
  • Order of configuring IDE objects
Online Contract CollaborationNew section. A new feature for this release.
Importing Supporting DocumentNew topic. A new feature for this release.

Merging Documents in Lightning

New topic. A new feature for this release.
Generating an AgreementModified topic. Added details about Document Type.
Importing an Offline AgreementModified topic. Added details about:
  • Document Type
  • Agreement status
Creating an Offline AgreementModified topic. Added details about:
  • Document Type
  • Agreement status
Storing an Executed AgreementModified topic. Added details about Document Type.
Finalizing an AgreementModified topic. Added details about Document Type.
Running Wizards in LightningModified topic. Added details about Document Type.
Reviewing an Agreement Created by Intelligent ImportModified topic. Added details about enhancements to:
  • Document viewer
  • Agreement status
Uploading Signed DocumentsModified topic. Added details about:
  • Version update after uploading the signed document
  • Intelligently importing signed documents
Activating an AgreementModified topic. Added details about restrictions on deleting executed documents.
Sending an Agreement Document for Parallel ReviewModified 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 NotificationNew topic. Added the details about subscribeToDocumentLock API.
Merging DocumentsNew topic. Added the details about the mergeDocuments API.
Sending a Document for SignaturesNew 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 AgreementsUpdated 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 ChatterUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Publishing the Document to Files and AttachmentsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Selecting a Template for the Agreement DocumentUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Terminating AgreementsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Updating Smart FieldsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Header and Footer Text with Document ProtectionUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Adding Header and Footer Text without Document ProtectionUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Applying Security Parameters to a PDFUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Converting a Word Document into a given output formatUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Converting a Word Document into a PDFUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Converting a Word Document into a PDF for Standard ObjectsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Enabling Authoring for Agreement DocumentsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a DocumentUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a Document for a Standard ObjectUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a Document on Submit RequestUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a Document on Submit Request for a Standard ObjectUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a Supporting DocumentUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Generating a Supporting Document on Submit RequestUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Merging Multiple Documents to a PDF with PDF ProtectionUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Merging Multiple Documents to a PDF without PDF ProtectionUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Creating PDFUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Merging Proposal Documents into a single PDF DocumentUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Package Multiple DocumentsUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Initiating Parallel ReviewUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Ending Parallel ReviewUpdated topic to include API signature and SOAP Response/Request XML for API integration.
Getting Word Document Information for Parent with FilesUpdated 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 ServiceUpdated topic to include namespace information for Contract Management Web Services.



DocumentTopicDescription
Spring 2020 (Rev E)Assigning Custom Permissions to User ProfilesNew topic.
Admin Entries  Modified topic. Added the following admin entries:
  • APTS_ProfilePermissions
  • APTS_DoNotCopyOpportunityToAdobeAgreement.
Spring 2020 (Rev D)Configuring Email Service for Ending Review by EmailUpdated configuration steps.
Spring 2020 (Rev C)PDF Security for Agreement DocumentsModified 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 LightningModified topic. Added details about storing executed documents.


Spring 2020 (Rev B)





Installing Contract ManagementMinor updates to this topic.
Configuring Wizard as a Related TabNew topic.
Supported File SizeNew topic. 
Creating Steps from the Wizard DesignerModified topic. Added information about the two-column layout. 
Configuring Two Column LayoutNew topic. A new feature for this release.
Running Wizards in LightningModified topic. Added a prerequisite about configuring Wizard as a Related Tab.
Uploading Signed Documents in LightningModified topic. Added a note for Document Version Support for Signed Documents.
Finalizing an AgreementModified topic. Added a note for Document Version Support for Signed Documents.
Spring 2020 (Rev A)Configuring Intelligent Import SettingsModified topic. Added the information that the Kira setting name is case sensitive. 
Comply System PropertiesModified topic. Added URL for the XAJS Endpoint property.
Supported File SizeNew topic.
Spring 2020Setting Up Salesforce and Kira Single Sign-onNew topic. A new feature for this release.
Creating Steps from the Wizard DesignerModified topic. Added information regarding the two-column layout.
Providing Access to Run WizardsNew topic. Added missing information.
Adding Wizard Launcher Tab in LightningNew topic. A new feature for this release.
Installing Conga CLMModified topic. Added a prerequisite about Apttus Base Library.
Upgrading Conga CLMNew topic. Added information about how to upgrade Contract Management.
Translating X-Author Contracts User InterfaceNew topic. A new feature for this release.
Use Case: Translating X-Author Contracts User InterfaceNew topic. A new feature for this release.
Setting Up Lite User LicenseNew topic. A new feature for this release.
Configuring Intelligent Import FieldsNew topic. Added missing topic.
Comply System PropertiesAdded 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 SettingsUpdated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira.
Mapping Provisions to Project-Record TypeUpdated navigation per Lightning UI
Uploading Signed Documents New topic. A new feature for this release.
Clause VersioningModified topic. Added a table for clause status after each agreement action.
Intelligently Importing Large Files in LightningNew topic. A new feature for this release.
Reviewing an Agreement Created by Intelligent Discovery in ClassicModified topic. Add details regarding date and currency fields,
Running Wizards in LightningNew topic. A new feature for this release.

Package Multiple Documents

Modified topic. Added the following parameters:

  • RetainInputHeaderFooter
  • CumulativePageNumber



DocumentTopicDescription
Winter 2019









Admin ObjectsModified topic. Added the following admin objects:
  • APTS_AccountHierarchyFields
  • APTS_DocumentSearchBasicFilter
  • APTS_InEffectViewMetadataFields
Contract Management with Salesforce LightningModified topic. Added content for Salesforce Lightning Console support.
Comply System PropertiesModified topic. Added Override Playbook default filter comply system property.
Adding Custom LocaleNew topic. A new feature for this release.
Configuring MS Teams SettingNew topic. A new feature for this release.
Adding Agreement Hierarchy Button for AccountsNew topic. A new feature for this release.
Adding Agreement Hierarchy ButtonNew topic. A new feature for this release.
Adding In-Effect View ButtonNew topic. A new feature for this release.
Configuration to Email Multiple Agreement Documents in LightningNew topic. A new feature for this release.
Agreement FieldsModified topic. Added Executed Date field details.
Configuring APTS_ComplyConfigModified topic. Added new cloning specifications for Renew, Amend, and Clone.
Sending an Agreement Document for Parallel ReviewModified topic. Added a prerequisite for tracking review status from X-Author Contracts.
Sending an Agreement Document for Microsoft Teams ReviewNew topic. A new feature for this release.
Emailing Multiple Agreement DocumentsModified topic. Added a note for the recommended maximum file size.
Searching Agreement DocumentsModified topic. Added new Basic Search filters.
Agreement FieldsModified topic. Added new field details.
Generating an AgreementModified topic. Added content for changes in agreement clauses status.
Reviewing an Agreement Created by Intelligent ImportModified topic. Added content for changes in agreement clauses status.
Finalizing an AgreementModified topic. Added content for changes in agreement clauses status.
Contract Management with Salesforce LightningModified topic. Added content for Salesforce Lightning Console support.
Accessing In-Effect ViewNew topic. A new feature for this release.
Activating an AgreementModified topic. Added a restriction for activating an agreement.
Clause VersioningNew topic. A new feature for this release.
Merging Multiple Documents to a PDFModified topic.
Terminating AgreementsNew topic.



DocumentTopicDescription
Summer 2019 (Rev A)Managing Agreement Lifecycle Post-Activation Modified topic.
Summer 2019



Configuring Agreement Hierarchy Page HeaderNew topic. 
Custom PermissionsModified topic.
Comply System PropertiesModified topic.
Configuring Email Service for Ending Review by EmailNew topic.
Admin ObjectsModified topic.
Viewing Agreement HierarchyNew topic.
Searching Agreement DocumentsNew topic.
Sending an Agreement Document for Parallel ReviewNew topic.
Finalizing an AgreementModified topic.
Initiate Parallel ReviewNew topic.
End Parallel ReviewNew topic.



DocumentTopicDescription
Spring 2019


Scheduling Expiration Date for Email Downloadable LinkAdded a new topic for scheduling the expiration date for email downloadable link
Admin ObjectsAdded the following admin objects:
  • APTS_RecordTypeUpdateOnAmend 
  • APTS_EnableValidationForEmailWithoutUserContact 
Comply System PropertiesAdded the Allow Regenerate From XAC comply system property
Managing Offline AgreementsUpdated the topic with  uploading offline documents in any file format
Reviewing an Agreement Created by Intelligent ImportUpdated 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 DocumentsAdded a new topic for sending a downloadable link for downloading multiple documents.
Callback ClassesAdded Contract Management callback classes.



DocumentTopicDescription
Winter 2018

Managing Offline AgreementsAdded new section for intelligent data extraction feature
Configuring APTS_ComplyConfigUpdated topic with how to configure separate clone specifications for each record type
Defining Naming Convention for Different Record TypesAdded a new topic for defining the naming convention for different record types feature
Working with Offline AgreementsAdded a new section for the intelligent data extraction feature.



DocumentTopicDescription
Summer 2018

Adding and Defining Action PanelNew topic. New feature for this release.
Admin ObjectsUpdated the topic with the new admin object APTS_CustomLinksforActionPanel.
Comply System PropertiesUpdated the topic with the new system property Unlock Smart Elements.
Creating an AgreementUpdated the topic with information on the action panel in classic mode for community portals.