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What's New
The following table lists changes in the documentation to support each release.
Document | Topic | Description |
---|---|---|
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 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. |