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

DocumentTopicDescription
Spring 2020 (Rev J)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. 

Spring 2020 (Rev I)Admin Entries

Modified topic. Added APTS_IsRequiredToVerifyApttusMetadata.

Agreement FieldsModified topic. Added details about the version number field.
Spring 2020 (Rev H)Assigning Custom Permissions to User ProfilesMinor updates to this topic.
Spring 2020 (Rev G)PDF Security for Agreement DocumentsModified topic. Added a note.
Spring 2020 (Rev F)Configuring Step Input Rules from the Wizard DesignerModified topic. Added a note.
Admin Entries  Modified topic. Added APTS_WizardPersistHiddenValue.
Spring 2020 (Rev E)

Assigning Custom Permissions to User Profiles

New topic.
Admin Entries  

Modified topic. Added APTS_ProfilePermissions and 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 .

Spring 2020 (Rev B)







Installing Contract ManagementMinor updates to this topic.
Configuring Wizard as a Related TabNew topic.

Supported File Size

New topic. 

Creating Steps from the Wizard Designer

Modified topic. Added information about the two-column layout. 

Configuring Two Column Layout

New topic. A new feature for this release.
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.
Spring 2020





Setting 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 Contract ManagementModified topic. Added a prerequisite about Apttus Base Library.
Upgrading Contract ManagementNew 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 Properties

Added 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 Import SettingsUpdated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira.
Mapping Record Types to ProjectsUpdated navigation per Lightning UI
Synchronizing ProvisionsUpdated navigation per Lightning UI
Winter 2019

Admin Entries

Modified topic. Added the following Admin Entries:

  • APTS_AccountHierarchyFields

  • APTS_DocumentSearchBasicFilter

  • APTS_InEffectViewMetadataFields

Contract Management with Salesforce Lightning

Modified topic. Added content for Salesforce Lightning Console support.

Comply System Properties

Modified topic. Added Override Playbook default filter comply system property.

Adding Custom Locale

New topic. A new feature for this release.

Configuring MS Teams Setting

New topic. A new feature for this release.

Adding Agreement Hierarchy Button for Accounts

New topic. A new feature for this release.

Adding Agreement Hierarchy Button

New topic. A new feature for this release.

Adding In-Effect View Button

New topic. A new feature for this release.

Configuration to Email Multiple Agreement Documents in Lightning

New topic. A new feature for this release.

Agreement Fields

Modified topic. Added Executed Date field details.

Configuring APTS_ComplyConfig

Modified topic. Added new cloning specifications for Renew, Amend, and Clone.

Summer 2019

Configuring Agreement Hierarchy Page Header

New topic. 

Custom Permissions

Modified topic.

Comply System Properties

Modified topic.

Configuring Email Service for Ending Review by Email

New topic.

Admin Entries

Modified topic.

Spring 2019

Scheduling Expiration Date for Email Downloadable Link

Added a new topic for scheduling the expiration date for email downloadable link

Admin Entries

Added the following Admin Entries:

  • APTS_RecordTypeUpdateOnAmend 

  • APTS_EnableValidationForEmailWithoutUserContact 

Comply System Properties

Added the Allow Regenerate From XAC comply system property

Managing Offline Agreements

Updated the topic with  uploading offline documents in any file format

Winter 2018

Managing Offline Agreements

Added new section for intelligent data extraction feature

Configuring APTS_ComplyConfig

Updated topic with how to configure separate clone specifications for each record type

Defining Naming Convention for Different Record Types

Added a new topic for defining the naming convention for different record types feature

Summer 2018

Adding and Defining Action Panel

New topic. A new feature for this release.

Admin Entries

Updated the topic with the new APTS_CustomLinksforActionPanel.

Comply System Properties

Updated the topic with the new system property Unlock Smart Elements.