This release note contains the following information about Conga CLM Winter '20 Release.

For more information on new features, enhancements, and document improvements refer to

• What's New in Conga CLM Winter '20 User Guide or
• What's New in Conga CLM Winter '20 Administrator Guide or
• What's New in Conga CLM Winter '20 SOAP API Guide

• Packages: Lists packages that are required to upgrade to this release of the product
• System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
• New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
• Enhancements: Provides high-level descriptions of enhancements to existing features
• Data Model Changes: Lists changes to the data model
• Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
• Known Issues: Lists known issues that are applicable in this release

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.

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.

If you use CLM in Salesforce Lightning, you must enable the Enable Files Comply System Property to leverage the Winter '20 features.

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix. 

To support the File type of document generated, if users check-in and check-out documents from X-Author Contracts, they must use X-Author Contracts V9.1.0430 and later versions.

The template of Pre FX2 format does not support the File type of document generated regardless of the X-Author Contracts version.

System Requirements and Supported Platforms 

Conga CLM is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using Conga CLM, you must ensure the minimum system requirements.

System Requirements
Item	Requirement
Operating System	Standard Salesforce.com requirements.
Browser	Conga supports the following browsers: Google Chrome Microsoft Edge Chromium Conga recommends the latest stable version of the browser for the best performance. Internet Explorer is not supported.
Microsoft Office	Microsoft Word 2010 (32 bit & 64 bit) or Office 2010 (32 bit & 64 bit) Microsoft Office 2019, 2016, 2013, and the desktop version of Office 365 Conga recommends the latest Microsoft Office Suite for the best performance.

New Features

The following features are new to Conga CLM in this release.

Mandatory Configuration for Salesforce Lightning Users

To leverage Winter '20 features in Lightning, you must enable the Enable Files Comply System Property.

Get Started

For details on the comply system property, refer to Comply System Properties in Conga CLM Winter '20 Administrator Guide.

Ability to Define OCC Access Mode for User Profiles

A Conga CLM administrator can define an access mode for each user profile or configure sharing settings according to the different actions that users need to perform during the contract review or negotiation process. Based on the permission assigned to a user profile, users can perform various actions in Online Contract Collaboration.

Get Started

For details on how to configure OCC Access Modes and Sharing Settings, refer to Configuring OCC Access Modes and Sharing Settings in Conga CLM Winter '20 Administrator Guide. For details on different UI access modes available in OCC, refer to Working with Different UI Modes in Conga CLM Winter '20 User Guide.

Enhancements

The following enhancements are new to Conga CLM in this release.

Ability to Download Documents Processed by Intelligent Discovery

You can download documents that are processed by intelligent discovery for review if the file size exceeds 10 MB.

Get Started

For details on how to download a document processed by intelligent discovery, refer to Reviewing an Agreement Created by Intelligent Discovery in Classic in Conga CLM Winter '20 User Guide.

Enhanced Action Panel in Lightning

You can view all actions that you can perform on the Agreement Detail page for the agreement and documents in the Action Panel. 

Get Started

For details on the action panel, refer to Conga CLM on Salesforce Lightning in Conga CLM Winter '20 User Guide.

Ability to Skip Steps During Agreement Activation

If you use Files in Salesforce Lightning, all the documents are content searchable by default. If you do not want to move documents to other content search libraries, you can skip the Enable Content Search and Remove Draft Documents while activating an agreement. 

Get Started

For details on skipping steps during the agreement activation, refer to Activating an Agreement in Conga CLM Winter '20 User Guide.

Renamed Intelligent Import 

In Winter '20 release, Intelligent Import is renamed Intelligent Discovery.

Get Started

For details on the intelligent discovery, refer to Working with Offline Agreements in Conga CLM Winter '20 User Guide.

Enhanced UI for Importing Offline Documents

The UI of the Import Offline Documents page is enhanced for a better user experience. 

Get Started

For details on enhanced UI for importing offline documents, refer to Importing an Offline Document in Conga CLM Winter '20 User Guide.

Ability to Remove Path Field

You can remove the Path field from the Agreement Document Detail page.

Get Started

For details on removing the path field, refer to Removing the Path Field in Conga CLM Winter '20 Administrator Guide.

Ability to Upload Reviewed Documents from the Agreement Detail Page

You can use the Upload Reviewed Document button on the Agreement Detail page to end a review by uploading the reviewed document.

Get Started

For details on uploading a reviewed document from the agreement detail page, refer to Sending an Agreement Document for Parallel Review in Conga CLM Winter '20 User Guide.

Ability to Configure Email Templates in Lightning

You can create separate email templates in Lightning that you can view while submitting a request, sending documents for review, and signatures in Lightning. You can also restrict the availability of these email templates to a group of users.

Get Started

For details on configuring email templates in lightning, refer to Configuring Email Templates in Lightning in Conga CLM Winter '20 Administrator Guide.

Updates to the Review Cycle 

You can refresh the review cycle status and see the Add Reviewer button for the in-progress review cycles.

Get Started

For details on review cycles, refer to Sending an Agreement Document for Parallel Review in Conga CLM Winter '20 User Guide.

Ability to Open the Agreement Detail page from the Search Contract Documents Page

You can click the Agreement Name and Agreement Number hyperlink in the Search Contract Documents Page to navigate to the Agreement Detail page.

Get Started

For details on navigating to the Agreement Detail page from the Search Contract Documents page, refer to Searching Agreement Documents in Conga CLM Winter '20 User Guide.

Ability to Upload Signed Documents using Intelligent Discovery

You can import manually signed documents using intelligent discovery.

Get Started

For details on uploading signed documents using intelligent discovery, refer to Uploading Signed Documents in Conga CLM Winter '20 User Guide.

Ability to Send Large Files for Review and Signatures 

According to the Email Attachments configuration, when you send documents for review, recipients can view the documents as links or HTML attachments. 

Get Started

For details on sending for signature, refer to Finalizing an Agreement, Sending an Agreement Document for Review, Supported File Sizes in Classic, and Supported File Sizes in Lightning in Conga CLM Winter '20 User Guide. 

Enhancements to the Generate Document Page

The Generate Document page is enhanced for a better user experience.

Get Started

For details on generating an agreement document, refer to Generating an Agreement in Conga CLM Winter '20 User Guide.

Updates to Activating Agreements

If you need to select documents that exceed the file size of 40MB, ensure that the APTS_ContentRepositoryType admin entry value is either Chatter or Content. If the APTS_ContentRepositoryType admin entry value is Document, you cannot select documents that exceed the file size of 5MB. This is a Salesforce limitation.

Get Started

For details on the admin entry, refer to Admin Entries in Conga CLM Winter '20 Administrator Guide.

Ability to Retain the Name of the Imported Document in the Merged Document

When you end a parallel review of an imported document, the reviewed document is merged with the latest reviewed document. You must set the APTS_RetainFileNameForParallelReviewMergedDocument admin entry to true to retain the name of the imported document in the merged document. 

Get Started

For details on parallel review, refer to Sending an Agreement Document for Parallel Review in Conga CLM Winter '20 User Guide. For details on the admin entry, refer to Admin Entries in Conga CLM Winter '20 Administrator Guide.

Ability to Change the Document Type and Add Comments While Importing Supporting Documents

On the Importing Supporting Documents page, you can add comments for each uploaded file. You can also change the Document Type to Other or custom. The default Document Type is set to Supporting Document.

Get Started

For details on adding comments and changing the document type, refer to Importing Supporting Document in Conga CLM Winter '20 User Guide.

Ability to Refresh Intelligent Discovery Status and the Retry Import Document

You can view the intelligent discovery processing status without the need to click the Review Offline Document button. You can see the Intelligent Discovery Status panel when the agreement Status Category is Import. 

Get Started

For details on the intelligent discovery status, refer to Reviewing an Agreement Created by Intelligent Discovery in Lightning in Conga CLM Winter '20 User Guide and Configuring Intelligent Discovery Status Panel in Lightning in Conga CLM Winter '20 Administrator Guide.

Enhanced Intelligent Discovery Data Processing 

When you review a document that was imported using intelligently discovery, you can view the currency, date, term values in the standard format.

Get Started

For details on reviewing a document that was imported using intelligent discovery, refer to Reviewing an Agreement Created by Intelligent Discovery in Classic in Conga CLM Winter '20 User Guide.

Removed the Import Large Files Button

The Import Large Files button is removed from the Agreement Detail page. You can use the Import Offline Document button to import large files. 

Get Started

For details on supported file sizes and importing documents, refer to Supported File Sizes in Lightning and Importing an Offline Document in Conga CLM Winter '20 User Guide.

Data Model Changes 

The following objects and fields are introduced to or changed in the system or data model in this release.

Object	Field	Description	System/User	New/ Changed
APTS_TEMPLATE__C				Changed
	ClauseType__c	Type of clause.	User	New
AGREEMENTEVENT__e				New
	AgreementId__c	Id of the agreement	System	New
	DocumentId__c	Id of the document	System	New
	DocumentName__c	Name of the document	System	New
	ErrorMessage__c	Contains error message text.	System	New
	WarningMessage__c	Contains warning message text.	System	New
	MessageDetail__c	Contains message details	System	New
	MessageStatus__c	Status of the Action.	System	New
	ContextId__c	Id of the context object Id other than agreement.	System	New
	SuccessMessage__c	Contains success message text.	System	New
AGREEMENT_CLAUSE__C				Changed
	AlternateClauseId__c	Id of the clause used to replace the Standard Clause.	System	New
CLAUSECONFIGURATION__C				New
	MainClauseId__c	Indicates ID of the main/standard clause.	System	New
	RefrenceId__c	A unique external reference identifier.	System	New
ALTERNATE_CLAUSE__C				New
	ClauseId__c	Id of the clause used to replace the Standard Clause.	System	New
	ClauseRanking__c	Priority order of the Alternate Clause.	User	New
	ClauseConfigurationId__c	Id of the clause configuration	System	New
ASYNCMERGECALL__C				Changed
	AdditionalInformation__c	Additional information for Async Request.	System	New
	Response__c	Id of the clause used to replace the Standard Clause.	System	New
IDEJOB__C				Changed
	AgreementPreviousStatusCategory__c	This field stores the former Agreement Status Category.	System	New
	AgreementPreviousStatus__c	This field stores the former Agreement Status.	System	New
OCCACESSMODE__C				New
	AccessMode__c	Each access mode has a set of pre-defined permissions.	User	New
	ProfileName__c	You can control access to Conga OCC in the user profile.	User	New
TEMPOBJECT__C		Ensure that you do not delete rows in this object until the date mentioned in the expiry date field has passed. You can then delete the rows after the expiry date has passed.		Changed
	DocumentExpiryDate__c	Date to store expiry date of documents linked to temp object.	User	New

Resolved Issues 

The following table lists the issues resolved in this release.

Known Issues 

The following table provides the cumulative list of known issues up to this release.

DOC ID: CLMWIN20RNREVA20201224