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

DocumentTopicDescription
Spring 2020 (Rev D)Agreement FieldsModified topic. Added details about the version number field.
Spring 2020 (Rev C)Intelligently Importing Large Files in LightningModified topic. Added details about storing executed documents.
Uploading Signed Documents in LightningModified topic. Added a prerequisite that the feature is only available for version aware agreements.
Spring 2020 (Rev B)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)

Supported File Size

New topic.
Spring 2020







Uploading Signed Documents in Lightning

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 ImportModified topic. Add details regarding date and currency fields,
Running Wizards in LightningNew topic. A new feature for this release.
Working with Wizard Launcher in LightningNew topic. A new feature for this release.
Tracking Wizard Activity in LightningNew topic. A new feature for this release.
Previewing Wizards in LightningNew 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.