Release Added/ModifiedFeature 
Version 12.630 (Summer '21)Mandatory Configuration while Migrating Large Attachments to Files
Ability to Configure PDF/A as a Document Output Format
Ability to Configure Email Notifications for Review Cycle Cancellation
Enhanced User Experience of the Clauses Tab 
Enhanced User Experience of Send for Review and Send for Parallel Review Pages (Pilot Version)
Ability to Send Multiple Documents for Parallel Review
Ability to Send Related Agreements for Parallel Review
Ability to Filter Related Agreements Based on Primary Agreement Status and Status Category
Enhanced Character Limit for End Review Comments
Ability to Add Subtype While Creating an Agreement
Increased Clause Character Limit
Increased Spacing on Wizard UI
Ability to Add Multiple Contacts to a Review Cycle
Ability to Turn On the Use Intelligent Discovery Toggle Button by Default
Ability to Configure File Size Column
Ability to Automatically Generate the Smart Search Registration Setting for Smart Search
Ability to Configure Smart Search as a Chatbot
Enhancements to Smart Search
Moved Smart Search Functionality to Base Package
Deprecated Agreement Document Search
Ability to Delete Intelligent Data Discovery Settings
Ability to Migrate Mappings from Salesforce to Intelligent Data Discovery
Ability to Delete Mappings from AI Engine
Version 12.605 (Spring '21)Introduced Smart Search
Ability to Set Up Organization-Wide Email Address
Ability to Configure Email Notifications for Review Cycle and Activation
Introduced New Activation UI
Ability to Configure the Header Fields on the In Effect View Page
Introduced REST APIs
Introduced New CLM Theme
Ability to View the Progress Bar
Ability to Configure Custom Buttons
Deprecated OCC Related Artifacts
Restricted Guest User Access
Ability to View Large Files in Document Viewer 
Enhanced Agreement Version Number Field
Ability to Select a Field Value from Multiple Field Values Extracted from Kira
Removed Review Offline Button in Lightning
User Experience Analysis for Intelligent Discovery
Ability to Customize In Effect View and View Hierarchy Buttons
Ability to Exclude Objects from the Wizard Dropdown
Ability to Set Frequency for Creating MS Teams Channel 
Version 11.582 (Winter 2020)Mandatory Configuration for Salesforce Lightning Users
Ability to Define OCC Access Mode for User Profiles
Ability to Download Documents Processed by Intelligent Discovery
Enhanced Action Panel in Lightning
Ability to Skip Steps During Agreement Activation
Renamed Intelligent Import 
Enhanced UI for Importing Offline Documents
Ability to Remove Path Field
Ability to Upload Reviewed Documents from the Agreement Detail Page
Ability to Configure Email Templates in Lightning
Updates to the Review Cycle 
Ability to Open the Agreement Detail page from the Search Contract Documents Page
Ability to Upload Signed Documents using Intelligent Discovery
Ability to Send Large Files for Review and Signatures 
Enhancements to the Generate Document Page
Updates to Activating Agreements
Ability to Retain the Name of the Imported Document in the Merged Document
Ability to Change the Document Type and Add Comments While Importing Supporting Documents
Ability to Refresh Intelligent Discovery Status and the Retry Import Document
Enhanced Intelligent Discovery Data Processing 
Removed the Import Large Files Button
Version 11.547 (Summer 2020)Ability to Collaborate Online
Ability to Merge Documents in Salesforce Lightning
Ability to Identify Document Type for Version Aware Agreement 
Ability to Import Supporting Documents 
Ability to Ending Parallel Review without Document
Ability to Notify a Reviewer on Review Cancellation
Enhancement to Parallel Review 
Ability to View Number of Pages and the Language of the Document on Document Viewer
Enhancement to Intelligent Import 
Support for Mapping Project and Record Type to Provisions 
Ability to Test IDE Connection
Ability to Navigate to the Clause while Reviewing Intelligently Imported Document
Ability to Edit Email Templates for Intelligent Processing
Ability to Upload Signed Documents using Intelligent Import
Ability to Configure the Availability of the Upload Signed Document Button
Ability Configure Columns in the Template Selection Page in Lightning
Ability to Add Help Text for Template Selection
Ability to Add Custom Button API Names in Salesforce Lightning
Document Version Support for Signed Documents
Apttus User Experience Analysis
Version 11.518 (Spring ’20)Upload Signed Documents in Lightning
Intelligent Import Admin Console for Lightning
Import Large Files in Lightning
Run Wizard in Lightning
Lite User License
Single Sign-on for Salesforce and Kira
Updates to Installation
Delete Documents from Kira
Retrieve Highlighted Documents from Kira
Update to Clause Status
Apttus User Experience Analysis
New Comply System Properties
Version 10.491 (Winter ’19)Ability to Send Agreement Documents for Microsoft Teams Review
New Agreement Hierarchy View for Accounts
New In-Effect View to Access In-Effect Agreement Details
Support for Salesforce Lightning Console
New Cloning Specifications
Introduced Clause Versioning
Updates to Basic Search Filters
Updates to the Review Cycle Page
Restriction for Activating an Agreement
Updates to Agreement Clauses
Updates to Emailing Multiple Agreement Documents
Introduced the Executed Date Field
Updates to Manage Package
10.465 (Summer '19)View Agreement Hierarchy
Searching Agreement Documents
Send Agreement Documents for Parallel Review
10.444 (Spring ’19)Send Highlighted or Unhighlighted Documents for Review
Email Multiple Agreement Documents
Update Record Type While Amending an Agreement
Introduced the OCR Quality field on the Document Viewer
Ability to View the Regenerate Button on X-Author Contracts
Introduced Review Offline Document Status Popup
Ability to Add Clause When Reviewing an Offline Document
No Restrictions on File Format for Uploading Documents
Validate Email Ids and Contacts
Clause Status for the Executed Documents
OOTB Custom Links for IDE Settings
9.432 (Winter ’18)Intelligent Data Extraction for Importing Offline Agreements
Ability to Configure Clone Specifications Based on Record Types
Ability to Define Naming Convention for Different Record Types
9.417 (Summer ’18)Customize Action Panel in Classic Mode
Delete smart elements
9.406 (Spring ‘18 MR)AgreementHirarchy and AccountHirarchy Schedulable Classes
Add Custom Action Buttons to Agreement Actions Panel in Lightning
Filter for the Additional To Field
Launch Community Portals
Enable Work Orders
8.9.0386 (Summer '17)New Agreement Pages with Lightning Design
Trim Document Version Property
8.7.0376 (Spring '17)Auto Increment of Document Versions
X-Author Connected App Security
8.7.0368 (Feb '17)Enhancement to Agreement Explorer
Hide Smart Boundaries for 3rd Party Users
Template Support for Custom Object Generation
Enhancement to Template Versioning
8.5.0361 (Aug '16 SP1 P2)Enhancement for generating on a custom object
8.5.0359 (Aug '16 SP1)Agreement Clause Versioning
8.5.0354 (Aug '16)Changes to Send for Review/Send for Signature Workflow
8.4.0342 (May '16)Template Versioning
Contract Wizard Enhancements
Dynamic Document Assembly Enhancements
Draft Agreement Enhancement: Agreement New Field Set
8.4.0321 (Feb '16)Document Finder
Self-Service Configurable Wizards
Configurable Wizard Enhancements
API: Package Multiple Documents (createWordPackage)
8.3 (Nov '15)Agreement Explorer
Configurable Wizard Enhancements
8.291 (Aug Patch)Support for X-Author Contracts Send for Review
8 (Aug '15)Contract Document Versioning
Enhancements to Agreement Clauses (FX2 Format)
7.1 (Feb '15)Dynamic Document Assembly Enhancements
Document Generation Capabilities
Auto-selecting a Template
Generate or Preview Page Enhancement for Agreement
Configurable Wizard
Marking an Agreement Document as Private
7 (Oct '14)Dynamic Document Assembly
Merge Field Optimization
Improvements to Offline Agreements
Improved Document Generation
6.5 (Aug '14)Enhanced Agreement Rules
6.3 (Aug '13)Enable Salesforce CRM Content
VisualForce Pages and Custom Objects
(version 6.3)
Clearing Cloned Agreement Fields
6.0 (Apr '12)AuthorWebService
Visualforce Pages
(version 6.1)
5.1 (Mar ’12)Multiple Agreement Generation
Agreement Web Service
Merge Web Service
Inclusion Criteria for Agreement Rules

DOC ID: CLMFBRSUM21210707