CLM (Contracts for Salesforce) May22.07.20 Release Notes

In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga CLM (Contracts for Salesforce) May22.07.20 Release.  For documentation updates, see What's New in Contracts for Salesforce Documentation.

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

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Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

For more information on installing CLM (Contracts for Salesforce) managed packages, see Installing Contracts for Salesforce. For more information on upgrading CLM managed packages, see Upgrading Contracts for Salesforce.

System Requirements and Supported Platforms 

For requirements and recommendations to consider before installing the Conga product suite, see System Requirements and Supported Platforms Matrix.

New Features 

There were no new features in this release. 

Enhancements

The following enhancements were added in this release:

Serial Approvers Enhancements

Several enhancements were made to the Contracts for Salesforce approvals experience:

• You can now add multiple approvers to a Clause Configuration in the Clause Library. For more information, see Adding Approvers and Adding or Editing a Clause Level Approval Step.
• The Approvals user interface was updated to accommodate multiple approvers. In the Approvals user interface, all Managed Clauses that require approval are visible in the Tree List. Each Managed Clause is nested underneath the Clause Approver.
• The Clause Approvals flow was updated to accommodate multiple approvers. When the Submit for Approval button is clicked in View Redlines, the first approver receives an email notifying them a Managed Clause requires their approval. If the clause change is accepted, approval is routed to the next approver and they are notified via email. Approvers can not approve a clause change out of order.
• When there are multiple approvers, if a clause change is rejected by any approver, then the change is rejected completely. Any subsequent approvers are not able to approve the change. 
• When an approver accepts or rejects a change, their selection is permanent and the Approvals user interface is updated to no longer display the approve or reject buttons.

Managed Clauses Confirmation Messaging Update

When you modify Managed Clauses on a Salesforce record using the Contracts for Salesforce Select Managed Clauses user interface and click save, the confirmation message confirming success is now the following: "Managed Clauses Successfully Updated". 

Select Managed Clauses Enhancement

The Select Managed Clauses user interface now displays Sub Clauses and their sort order when adding Managed Clauses to an Agreement.

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Known Issues

There were no known issues in this release.

DOC ID: CFSMAY22RN202200720