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

DocumentTopicDescription
Summer 2020Online Contract CollaborationNew section. A new feature for this release.
Importing Supporting DocumentNew topic. A new feature for this release.

Merging Documents in Lightning

New topic. A new feature for this release.
Generating an AgreementModified topic. Added details about Document Type.
Importing an Offline AgreementModified topic. Added details about:
  • Document Type
  • Agreement status
Creating an Offline AgreementModified topic. Added details about:
  • Document Type
  • Agreement status
Storing an Executed AgreementModified topic. Added details about Document Type.
Finalizing an AgreementModified topic. Added details about Document Type.
Running Wizards in LightningModified topic. Added details about Document Type.
Reviewing an Agreement Created by Intelligent ImportModified topic. Added details about enhancements to:
  • Document viewer
  • Agreement status
Uploading Signed DocumentsModified topic. Added details about:
  • Version update after uploading the signed document
  • Intelligently importing signed documents
Activating an AgreementModified topic. Added details about restrictions on deleting executed documents.
Sending an Agreement Document for Parallel ReviewModified topic. Added the details about:
  • Email notification after canceling review
  • Ending a parallel review without document
  • Restriction for parallel review
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 SizeNew topic.
Spring 2020







Uploading Signed Documents 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 Discovery in ClassicModified 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 2019Sending an Agreement Document for Parallel ReviewModified topic. Added a prerequisite for tracking review status from X-Author Contracts.
Sending an Agreement Document for Microsoft Teams ReviewNew topic. A new feature for this release.
Emailing Multiple Agreement DocumentsModified topic. Added a note for the recommended maximum file size.
Searching Agreement DocumentsModified topic. Added new Basic Search filters.
Agreement FieldsModified topic. Added new field details.
Generating an AgreementModified topic. Added content for changes in agreement clauses status.
Reviewing an Agreement Created by Intelligent ImportModified topic. Added content for changes in agreement clauses status.
Finalizing an AgreementModified topic. Added content for changes in agreement clauses status.
Contract Management with Salesforce LightningModified topic. Added content for Salesforce Lightning Console support.
Accessing In-Effect ViewNew topic. A new feature for this release.
Activating an AgreementModified topic. Added a restriction for activating an agreement.
Clause VersioningNew topic. A new feature for this release.
Summer 2019 (Rev A)Managing Agreement Lifecycle Post-Activation Modified topic.
Summer 2019Viewing Agreement HierarchyNew topic.
Searching Agreement DocumentsNew topic.
Sending an Agreement Document for Parallel ReviewNew topic.
Finalizing an AgreementModified topic.
Spring 2019Reviewing an Agreement Created by Intelligent ImportUpdated 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 DocumentsAdded a new topic for sending a downloadable link for downloading multiple documents.
Winter 2018Working with Offline AgreementsAdded a new section for intelligent data extraction feature.
Summer 2018Creating an AgreementUpdated the topic with information on the action panel in classic mode for community portals.