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

DocumentTopicDescription
Summer 2020 (Rev C)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. 

Summer 2020 (Rev B)Assigning Custom Permissions to User ProfilesMinor updates to this topic.
Summer 2020 (Rev A)Admin Entries  Modified topic. Added APTS_XAAddInLoadType admin entry. 
Summer 2020








Configuring Documents Tab in LightningNew topic. A new feature for this release.
Configuring Document Action Column in ClassicNew topic. A new feature for this release.
Admin EntriesModified topic. Added the following admin entries:
  • APTS_CustomLinksForActionPanel
  • APTS_TemplateSelectionGuidance
Comply System PropertiesModified topic. Added the following comply system properties:
  • Enable Online Contract Collaboration
  • Intelligent Import for Signed Document
Mapping Clauses and Fields to ProvisionsNew topic. A new feature for this release.
Configuring Intelligent Import SettingsModified topic. Added details about new fields.
Mapping Provisions to Project-Record TypeNew topic. A new feature for this release.
Configuring Columns in the Template Selection Page in LightningNew topic. A new feature for this release.
Configuring the Availability of the Upload Signed Document ButtonNew topic. A new feature for this release.
PrerequisitesModified topic. Added details about:
  • Configuring email templates for intelligent import
  • Order of configuring IDE objects
Spring 2020 (Rev E)Assigning Custom Permissions to User ProfilesNew topic.
Admin Entries  Modified topic. Added the following admin entries:
  • APTS_ProfilePermissions
  • 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 SizeNew topic. 
Creating Steps from the Wizard DesignerModified topic. Added information about the two-column layout. 
Configuring Two Column LayoutNew 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 Conga CLMModified topic. Added a prerequisite about Apttus Base Library.
Upgrading Conga CLMNew 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 PropertiesAdded 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 Discovery SettingsUpdated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira.
Mapping Provisions to Project-Record TypeUpdated navigation per Lightning UI
Synchronizing ProvisionsUpdated navigation per Lightning UI
Winter 2019Admin ObjectsModified topic. Added the following admin objects:
  • APTS_AccountHierarchyFields
  • APTS_DocumentSearchBasicFilter
  • APTS_InEffectViewMetadataFields
Contract Management with Salesforce LightningModified topic. Added content for Salesforce Lightning Console support.
Comply System PropertiesModified topic. Added Override Playbook default filter comply system property.
Adding Custom LocaleNew topic. A new feature for this release.
Configuring MS Teams SettingNew topic. A new feature for this release.
Adding Agreement Hierarchy Button for AccountsNew topic. A new feature for this release.
Adding Agreement Hierarchy ButtonNew topic. A new feature for this release.
Adding In-Effect View ButtonNew topic. A new feature for this release.
Configuration to Email Multiple Agreement Documents in LightningNew topic. A new feature for this release.
Agreement FieldsModified topic. Added Executed Date field details.
Configuring APTS_ComplyConfigModified topic. Added new cloning specifications for Renew, Amend, and Clone.
Summer 2019Configuring Agreement Hierarchy Page HeaderNew topic. 
Custom PermissionsModified topic.
Comply System PropertiesModified topic.
Configuring Email Service for Ending Review by EmailNew topic.
Admin ObjectsModified topic.
Spring 2019Scheduling Expiration Date for Email Downloadable LinkAdded a new topic for scheduling the expiration date for email downloadable link
Admin ObjectsAdded the following admin objects:
  • APTS_RecordTypeUpdateOnAmend 
  • APTS_EnableValidationForEmailWithoutUserContact 
Comply System PropertiesAdded the Allow Regenerate From XAC comply system property
Managing Offline AgreementsUpdated the topic with  uploading offline documents in any file format
Winter 2018Managing Offline AgreementsAdded new section for intelligent data extraction feature
Configuring APTS_ComplyConfigUpdated topic with how to configure separate clone specifications for each record type
Defining Naming Convention for Different Record TypesAdded a new topic for defining the naming convention for different record types feature
Summer 2018

Adding and Defining Action PanelNew topic. New feature for this release.
Admin ObjectsUpdated the topic with the new admin object APTS_CustomLinksforActionPanel.
Comply System PropertiesUpdated the topic with the new system property Unlock Smart Elements.