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

Document Publication DateTopic 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
  • Four new fields were added to the Flow Activities API:

    • stageIndex
    • activityNotified
    • assignees
    • assignmentType
Document Publication DateTopic 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:

  • 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

 

Completing a Bulk Data TemplateUpdated steps, reformatted topic, added screenshots. 

 

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

 

Enabling Guided Signing for the Conga Sign IntegrationNew 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
Document Publication DateTopic Description
December 2021 (Rev F)

 

New Contract Profile User Interface UpdatesUpdated 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 DaysNew Topic
New Contract Profile User Interface UpdatesAdded an eSignature Package Wizard section. 

December 2021

(Rev C)

 

Truing Up a Contract/Company Profile with a DocumentUpdated description, note, and several steps within the topic. 
December 2021 
(Rev B)

 

New Contract Profile User Interface UpdatesAdded a Document Package Wizard section. 
December 2021 (Rev A)

 

Completing a Bulk Data Template Updated steps for clarity. 
Locating Your eSignature PackagesUpdated with information about the Current, Submitted, and All Packages tabs.
Resetting User PasswordsUpdated description and steps for clarity. 
December 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 2.0The 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 ProcessRemoved this section from Conga Sign Integration with Conga Contracts and created a new topic. 
Document Publication DateTopic Description
Summer Rev C DocuSign Self Service implementationAdded 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 TrailNew Topic 
Summer Rev A

 

Customizing Your System SettingsUpdated supported languages listed in Step 3. 
Summer 2021

 

New Contract Profile User Interface UpdatesUpdated 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
Document Topic Description
Spring 2021 (Rev A)Conga Contracts Features and EditionsUpdated available features. 
Spring 2021New Contract Profile User Interface UpdatesUpdated Flow Stages component section. Added additional screenshots. 
Conga Contracts for REST API DevelopersThe REST API Guide content was added to the documentation portal for 'Spring 21.
SOAP API GuideThe SOAP API Guide legacy content was added to the documentation portal for Spring '21.