PDF
Download PDF
Download page What's New.
What's New
The following table lists changes in the documentation to support each release.
Document | Topic | Description |
---|---|---|
Summer 2020 (Rev B) | Assigning Custom Permissions to User Profiles | Minor updates to this topic. |
Summer 2020 (Rev A) | Admin Entries | Modified topic. Added APTS_XAAddInLoadType admin entry. |
Summer 2020 | Configuring Documents Tab in Lightning | New topic. A new feature for this release. |
Configuring Document Action Column in Classic | New topic. A new feature for this release. | |
Admin Entries | Modified topic. Added the following admin entries:
| |
Comply System Properties | Modified topic. Added the following comply system properties:
| |
Mapping Clauses and Fields to Provisions | New topic. A new feature for this release. | |
Configuring Intelligent Import Settings | Modified topic. Added details about new fields. | |
Mapping Provisions to Project-Record Type | New topic. A new feature for this release. | |
Configuring Columns in the Template Selection Page in Lightning | New topic. A new feature for this release. | |
Configuring the Availability of the Upload Signed Document Button | New topic. A new feature for this release. | |
Prerequisites | Modified topic. Added details about:
| |
Spring 2020 (Rev E) | Assigning Custom Permissions to User Profiles | New topic. |
Admin Entries | Modified topic. Added the following admin entries:
| |
Spring 2020 (Rev D) | Configuring Email Service for Ending Review by Email | Updated configuration steps. |
Spring 2020 (Rev C) | PDF Security for Agreement Documents | Modified 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 Management | Minor updates to this topic. |
Configuring Wizard as a Related Tab | New 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 Settings | Modified topic. Added the information that the Kira setting name is case sensitive. |
Comply System Properties | Modified topic. Added URL for the XAJS Endpoint property. | |
Spring 2020 | Setting Up Salesforce and Kira Single Sign-on | New topic. A new feature for this release. |
Creating Steps from the Wizard Designer | Modified topic. Added information regarding the two-column layout. | |
Providing Access to Run Wizards | New topic. Added missing information. | |
Adding Wizard Launcher Tab in Lightning | New topic. A new feature for this release. | |
Installing Conga CLM | Modified topic. Added a prerequisite about Apttus Base Library. | |
Upgrading Conga CLM | New topic. Added information about how to upgrade Contract Management. | |
Translating X-Author Contracts User Interface | New topic. A new feature for this release. | |
Use Case: Translating X-Author Contracts User Interface | New topic. A new feature for this release. | |
Setting Up Lite User License | New topic. A new feature for this release. | |
Configuring Intelligent Import Fields | New topic. Added missing topic. | |
Comply System Properties | Added the following comply system properties:
| |
Configuring Intelligent Discovery Settings | Updated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira. | |
Mapping Provisions to Project-Record Type | Updated navigation per Lightning UI | |
Synchronizing Provisions | Updated navigation per Lightning UI | |
Winter 2019 | Admin Objects | Modified topic. Added the following admin objects:
|
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 Objects | 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 Objects | Added the following admin objects:
| |
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. New feature for this release. |
Admin Objects | Updated the topic with the new admin object APTS_CustomLinksforActionPanel. | |
Comply System Properties | Updated the topic with the new system property Unlock Smart Elements. |