Conga Product Documentation

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What's New in Conga Contracts Documentation

This section lists changes in the documentation to support each release.

February '23

Document

Publication Date

Topic

Description

February 2023

09 Dec 2024

All BI Toolbox documentation

Removed all references of a retired legacy feature, BI Toolbox, from within the Conga Contracts documentation.

04 Jan 2024

Elastic Search

Updated introduction and added a note to clarify when elastic search is being used in the application.

04 Jan 2024

Classic Search

Updated introduction and added a note to clarify when classic search is being used in the application.

03 Jan 2024

User Type Permissions

Updated the introduction paragraph and added a note about the Contract Request Only user type.

15 Dec 2023

Deleting a Contract Request

Added a note that users must have Request Admin permission to delete a contract request.

20 Apr 2023

REST API Version 2.0

  • Four new fields were added to the Flow Activities API:
    • stageIndex
    • activityNotified
    • assignees
    • assignmentType

September '22

Document

Publication Date

Topic

Description

September 2022

16 Dec 2022

Set Up Conga Contracts with Conga Contracts Quickstart

Updated link in step 1 of Set Up Conga Contracts with Conga Contracts Quickstart. Fixed formatting errors.

20 Oct 2022

REST API Version 2.0

Updated the REST API Version 2.0 reference with Delete for the following:

  • Clauses
  • Companies by ID
  • Companies by additional name
  • Company relationships
  • Company locations
  • Company persons
  • Contracts by ID
  • Contract locations
  • Contract additional parties
  • Managed clauses by ID
  • Documents by ID
  • Dynamic forms
  • Events by ID
  • Payments by ID
  • Persons by ID
  • Projects by ID
  • Team members on a project
  • Project menu items
  • Request bundled by ID
  • Users by ID

03 Oct 2022

Completing a Bulk Data Template

Updated steps, reformatted topic, added screenshots.

22 Sep 2022

REST API Version 2.0

Updated the REST API Version 2.0 reference with the addition to query Flow Activities.

07 Sep 2022

Enabling Guided Signing for the Conga Sign Integration

New Topic

REST API Version 2.0

Updated the REST API Version 2.0 reference with the following additions:

  • Bulk Update on a Clause Object
  • Bulk Update on Additional Objects
  • Bulk Update on a Company Object
  • Bulk Update on a Contract Object
  • Bulk Update on a Project

May '22

Document

Publication Date

Topic

Description

May 2022

25 May 2022

User Type Permissions

Updated Run Contract Flow on a Profile and Contract Flow Approvals permissions.

08 Apr 2022

Integrating Contract Intelligence with Conga Contracts

New Topic

Assigning the Contract Intelligence Permission to a Role

New Topic

Setting up the Contract Intelligence Administrator Console

New Topic

Contract Intelligence for Conga Contracts

New Topic

Importing Documents with Intelligent Discovery

New Topic

Reviewing Documents Imported with Intelligent Discovery

New Topic

December '21

Document

Publication Date

Topic

Description

December 2021 (Rev F)

16 Mar 2022

New Contract Profile User Interface Updates

Updated Flow Stages section.

December 2021 (Rev E)

15 Mar 2022

SalesConnect

Added a notice to all SalesConnect topics that the service is deprecated and to see Salesforce Integrations for more information on our latest and supported integration methods.

December 2021

(Rev D)

03 Mar 2022

Configuring Conga Sign eSignature Package Expiration Days

New Topic

New Contract Profile User Interface Updates

Added an eSignature Package Wizard section.

December 2021

(Rev C)

01 Mar 2022

Truing Up a Contract/Company Profile with a Document

Updated description, note, and several steps within the topic.

December 2021

(Rev B)

02 Feb 2022

New Contract Profile User Interface Updates

Added a Document Package Wizard section.

December 2021 (Rev A)

14 Dec 2021

Completing a Bulk Data Template

Updated steps for clarity.

Locating Your eSignature Packages

Updated with information about the Current, Submitted, and All Packages tabs.

Resetting User Passwords

Updated description and steps for clarity.

December 2021

03 Nov 2021

New Contract Profile User Interface Updates

Updated topic with the following new sections:

  • Creation Wizard
  • Edit Navigation Links
  • Profile Rules: Calculate Field

REST API Version 2.0

The following additions were added to REST API Version 2.0:
  • Partial Record Update—Company
  • Partial Record Update—Contract
  • Partial Record Update—Child Objects
  • Partial Record Update—Projects

Reassigning Conga Sign eSignature Packages

New Topic

Tracking the Conga Sign eSignature Process

Removed this section from Conga Sign Integration with Conga Contracts and created a new topic.

Summer '21

Document

Publication Date

Topic

Description

Summer Rev C

12 Oct 2021

DocuSign Self Service implementation

Added a warning that the account used for the integration must not be SSO enabled and must allow username and password authentication.

Summer Rev B

07 Oct 2021

Viewing a Conga Sign Audit Trail

New Topic

Summer Rev A

17 Aug 2021

Customizing Your System Settings

Updated supported languages listed in Step 3.

Summer 2021

06 Jul 2021

New Contract Profile User Interface Updates

Updated screenshots, Header section, and Companies panel section.

REST API Version 2.0

Updated the REST API Version 2.0 topic with the following additions:

  • Insert or create a bulk operation on a Contract object
  • Insert or create a bulk operation on a Company object
  • Describe Contract object metadata
  • Describe Company object metadata
  • Describe a Project object metadata
  • Describe a Company Location object metadata
  • Describe custom object and additional forms metadata

Spring '21

Document

Topic

Description

Spring 2021 (Rev A)

Conga Contracts Features and Editions

Updated available features.

Spring 2021

New Contract Profile User Interface Updates

Updated Flow Stages component section. Added additional screenshots.

Conga Contracts for REST API Developers

The REST API Guide content was added to the documentation portal for 'Spring 21.

SOAP API Guide

The SOAP API Guide legacy content was added to the documentation portal for Spring '21.