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What's New in Conga Contracts Documentation
This section lists changes in the documentation to support each release.
Document | Publication Date | Topic | Description |
---|---|---|---|
February 2023 |
| All BI Toolbox documentation | Removed all references of a retired legacy feature, BI Toolbox, from within the Conga Contracts documentation. |
| Elastic Search | Updated introduction and added a note to clarify when elastic search is being used in the application. | |
| Classic Search | Updated introduction and added a note to clarify when classic search is being used in the application. | |
| User Type Permissions | Updated the introduction paragraph and added a note about the Contract Request Only user type. | |
| Deleting a Contract Request | Added a note that users must have Request Admin permission to delete a contract request. | |
| REST API Version 2.0 |
|
Document | Publication Date | Topic | Description |
---|---|---|---|
September 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. |
| REST API Version 2.0 | Updated the REST API Version 2.0 reference with Delete for the following:
| |
| Completing a Bulk Data Template | Updated steps, reformatted topic, added screenshots. | |
| REST API Version 2.0 | Updated the REST API Version 2.0 reference with the addition to query Flow Activities. | |
| 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:
|
Document | Publication Date | Topic | Description |
---|---|---|---|
May 2022 |
| User Type Permissions | Updated Run Contract Flow on a Profile and Contract Flow Approvals permissions. |
| 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 |
Document | Publication Date | Topic | Description |
---|---|---|---|
December 2021 (Rev F) |
| New Contract Profile User Interface Updates | Updated Flow Stages section. |
December 2021 (Rev E) |
| 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) |
| 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) |
| Truing Up a Contract/Company Profile with a Document | Updated description, note, and several steps within the topic. |
December 2021 (Rev B) |
| New Contract Profile User Interface Updates | Added a Document Package Wizard section. |
December 2021 (Rev A) |
| 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 |
| New Contract Profile User Interface Updates | Updated topic with the following new sections:
|
REST API Version 2.0 | The following additions were added to REST API Version 2.0:
| ||
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. |
Document | Publication Date | Topic | Description |
---|---|---|---|
Summer Rev C | 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 |
| Viewing a Conga Sign Audit Trail | New Topic |
Summer Rev A |
| Customizing Your System Settings | Updated supported languages listed in Step 3. |
Summer 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:
|
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. |