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.

PackageLatest Certified Version (Name | Number)
Conga Base Library (New)
1.2.123 | 1.123

Conga Contract Lifecycle Management (New)

11.2.0582 | 11.582

Conga Content Integration (New)7.0.0016 | 7.16

Conga DocuSign API (New)

(Required if you are using DocuSign)

6.0.0101 | 6.101

Conga CLM DocuSign Integration (New)

(Required if you are using DocuSign)

4.1.0041 | 4.41

Adobe Sign 

(Required if you are using Adobe Sign)

22.11 | 22.11

Conga CLM EchoSign Integration (New)

(Required if you are using Adobe Sign)

8.2.0049 | 8.49

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
ItemRequirement
Operating SystemStandard 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 AgreementSending an Agreement Document for ReviewSupported 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 GuideFor 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.

ObjectFieldDescriptionSystem/UserNew/ Changed
APTS_TEMPLATE__C


Changed

ClauseType__c

Type of clause.UserNew

AGREEMENTEVENT__e




New

AgreementId__c

Id of the agreement 

SystemNew

DocumentId__c

Id of the document

SystemNew

DocumentName__c

Name of the document 

SystemNew

ErrorMessage__c

Contains error message text.

SystemNew

WarningMessage__c

Contains warning message text.

SystemNew

MessageDetail__c

Contains message details

SystemNew

MessageStatus__c

Status of the Action.

SystemNew

ContextId__c

Id of the context object Id other than agreement.

SystemNew

SuccessMessage__c

Contains success message text.

SystemNew

AGREEMENT_CLAUSE__C




Changed

AlternateClauseId__c

Id of the clause used to replace the Standard Clause.

SystemNew

CLAUSECONFIGURATION__C




New

MainClauseId__c

Indicates ID of the main/standard clause.

SystemNew

RefrenceId__c

A unique external reference identifier.

SystemNew
ALTERNATE_CLAUSE__C


New

ClauseId__c

Id of the clause used to replace the Standard Clause.

SystemNew

ClauseRanking__c

Priority order of the Alternate Clause.

UserNew

ClauseConfigurationId__cId of the clause configurationSystemNew

ASYNCMERGECALL__C




Changed

AdditionalInformation__c

Additional information for Async Request.

SystemNew

Response__c

Id of the clause used to replace the Standard Clause.

SystemNew

IDEJOB__C




Changed

AgreementPreviousStatusCategory__c

This field stores the former Agreement Status Category.

SystemNew

AgreementPreviousStatus__c

This field stores the former Agreement Status.

SystemNew
OCCACESSMODE__C


New

AccessMode__c

Each access mode has a set of pre-defined permissions. 

UserNew

ProfileName__c

You can control access to Conga OCC in the user profile.

UserNew

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.


UserNew

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00107812CLM-6766

A user was unable to view the content in Document Search and encountered an error if the agreement document file size exceeded 10 MB.

Resolution: If the agreement document file size exceeds 10 MB, you will see an error messageUnable to process the document. Please download and review the document.

00106394CLM-6616

If a user clicked the Attach File button and selected the Intelligent Import checkbox before the screen refreshed, the selected file did not get attached.

00105843CLM-6583When a user canceled importing a supporting document in Lightning after uploading the document, the document type was set to Agreement document and the document was added to the agreement.
00105120CLM-6567A user encountered an error after entering a keyword and clicking Search on the Search Agreement Documents page.
00105454CLM-6552A user observed incorrect spelling for the word sibling on the Send for Review page.
00103412CLM-6394

A user was navigated to a blank page instead of the Agreement Detail page after clicking the View link on the Document Finder page.

00101447CLM-6255A user observed duplicate attachments after cloning, renewing, or amending an agreement.

Known Issues 

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

Conga Internal IDDescription
CLM-6792If you see the Import Large File button in the Additional Actions section of the action panel, you must not use it to import files. This option is disabled in Winter '20 release.
CLM-6314In the Console app, after creating an agreement, you are navigated to the Agreement List page instead of the Agreement Detail page.
CLM-5367In the Console tab, when you click Cancel, the tab does not close while sending for signatures and sending for review.
CLM-5359When you choose any value instead of the first value in the wizard lookup field in Salesforce Classic, the value resets to the first value.
CLM-5988When you use a checkbox object field in input rules condition, checked and unchecked options are not visible.
CLM-5917

If Set This Control Value rule is set on an input field, you cannot modify the input in the wizard.

CLM-5976

When you open a wizard in the Classic mode with rules on a Lookup field, you encounter an error.

CLM-5367The console app tab remains open on canceling sending for signatures and review.
CLM-5207The console app displays the Generate button even after the user has generated the document.
XA-2718

On Partner Community portals, when you try to upload an offline agreement or check in an existing template to agreements in FX2 format from X-Author Contracts, an error message is displayed for version-aware and non-version-aware file or attachment type document.

CLM-3212The Work Order custom object is not enabled for a template object of the Pre FX2 format.
CLM-3211Agreement flow does not work for Communities in the Salesforce Lightning mode.
CLM-2730In the Salesforce One app, when a user clicks the Agreement Actions from the Action panel once, the user stays on the same page. To go to the next page, the user must click twice. This is a Salesforce limitation for embedded Visualforce pages.
CLM-2690In the Salesforce One app, clicking the lookup option does not open a new pop-up window.
CLM-2440After an agreement document is sent for review, the activity history does not record details for any of the attachments.
CLM-2416Entries on the Master Agreement Clauses listing are showing an incorrect timestamp.
CLM-2319When a user uses the type-ahead search feature in the Wizard Component Library, the resultant text is sometimes deleted as it is being typed.

DOC ID: CLMWIN20RNREVA20201224