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

DocumentTopicDescription
Winter 2020 (Rev F)Registering for Conga Push UpgradeNew topic.
Installing Conga CLMModified topic. Added details about registering for push upgrade.
Upgrading Conga CLMModified topic. Added details about registering for push upgrade.
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 Discovery in LightningModified 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 Discovery in LightningNew 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.