Document | Topic | Description |
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Spring 2020 (Rev D) | Agreement Fields | Modified topic. Added details about the version number field. |
Spring 2020 (Rev C) | Intelligently Importing Large Files in Lightning | Modified topic. Added details about storing executed documents. |
Uploading Signed Documents in Lightning | Modified topic. Added a prerequisite that the feature is only available for version aware agreements. |
Spring 2020 (Rev B) | Running Wizards in Lightning | Modified topic. Added a prerequisite about configuring Wizard as a Related Tab. |
Uploading Signed Documents in Lightning | Modified topic. Added a note for Document Version Support for Signed Documents. |
Finalizing an Agreement | Modified topic. Added a note for Document Version Support for Signed Documents. |
Spring 2020 (Rev A) | Supported File Size | New topic. |
Spring 2020
| Uploading Signed Documents in Lightning | New topic. A new feature for this release. |
Clause Versioning | Modified topic. Added a table for clause status after each agreement action. |
Intelligently Importing Large Files in Lightning | New topic. A new feature for this release. |
Reviewing an Agreement Created by Intelligent Import | Modified topic. Add details regarding date and currency fields, |
Running Wizards in Lightning | New topic. A new feature for this release. |
Working with Wizard Launcher in Lightning | New topic. A new feature for this release. |
Tracking Wizard Activity in Lightning | New topic. A new feature for this release. |
Previewing Wizards in Lightning | New topic. A new feature for this release. |
Winter 2019 | Sending an Agreement Document for Parallel Review | Modified topic. Added a prerequisite for tracking review status from X-Author Contracts. |
Sending an Agreement Document for Microsoft Teams Review | New topic. A new feature for this release. |
Emailing Multiple Agreement Documents | Modified topic. Added a note for the recommended maximum file size. |
Searching Agreement Documents | Modified topic. Added new Basic Search filters. |
Agreement Fields | Modified topic. Added new field details. |
Generating an Agreement | Modified topic. Added content for changes in agreement clauses status. |
Reviewing an Agreement Created by Intelligent Import | Modified topic. Added content for changes in agreement clauses status. |
Finalizing an Agreement | Modified topic. Added content for changes in agreement clauses status. |
Contract Management with Salesforce Lightning | Modified topic. Added content for Salesforce Lightning Console support. |
Accessing In-Effect View | New topic. A new feature for this release. |
Activating an Agreement | Modified topic. Added a restriction for activating an agreement. |
Clause Versioning | New topic. A new feature for this release. |
Summer 2019 (Rev A) | Managing Agreement Lifecycle Post-Activation | Modified topic. |
Summer 2019 | Viewing Agreement Hierarchy | New topic. |
Searching Agreement Documents | New topic. |
Sending an Agreement Document for Parallel Review | New topic. |
Finalizing an Agreement | Modified topic. |
Spring 2019 | Reviewing an Agreement Created by Intelligent Import | Updated 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 Documents | Added a new topic for sending a downloadable link for downloading multiple documents. |
Winter 2018 | Working with Offline Agreements | Added a new section for the intelligent data extraction feature. |
Summer 2018 | Creating an Agreement | Updated the topic with information on the action panel in classic mode for community portals. |