About Release Notes
Apttus Release Notes contain the following information about Contract Management on Salesforce Summer 2020 Release.
For more information on new features, enhancements, and document improvements refer to
- 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.
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.
Latest Certified Version (Name | Number)
|Apttus Base Library (New)|
1.1.93 | 1.93
Mandatory package to be installed in the Summer 2020 release.
|Apttus Content Integration (New)|
6.3.0012 | 6.12
Apttus Contract Management (New)
11.1.0547 | 11.547
Apttus DocuSign API (New)
(Required if you are using DocuSign)
6.0.0093 | 6.93
Apttus Contract DocuSign Integration (New)
(Required if you are using DocuSign)
4.1.0040 | 4.40
Adobe Sign (New)
(Required if you are using Adobe Sign)
|22.11 | 22.11|
Apttus Contract EchoSign Integration (New)
(Required if you are using Adobe Sign)
8.44 | 8.1.0044
Before installing or upgrading Apttus managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at 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
Apttus Contract Management is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using Apttus Contract Management, you must ensure the minimum system requirements.
|Operating System||Standard Salesforce.com requirements.|
Apttus supports the following browsers:
Apttus recommends the latest stable version of the browser for the best performance.
Internet Explorer is not supported.
Apttus recommends the latest Microsoft Office Suite for the best performance.
The following features are new to Contract Management in this release.
Ability to Collaborate Online
Online Contract Collaboration (OCC) allows you to review and redline agreement documents within Contract Management without the need for any dedicated software. You must enable the comply system property—Enable Online Contract Collaboration. The following features are available for online contract collaboration:
- Redline agreement document
- Differentiate edits by each negotiator/collaborator
- Add, reply, and resolve comments
- Access Smart Data and view smart and read-only data
- Identify modified and new smart data
- Access Clause Library and insert clauses
- Sync the changes in a document to the corresponding agreement record by publishing the document
- Interoperate with X-Author Contracts and X-Author for Contracts 2.0
For details on the online contract collaboration, refer to Online Contract Collaboration in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Merge Documents in Salesforce Lightning
You can combine the latest versions of different agreement documents along with the documents uploaded to the version aware agreement in Salesforce Lightning. You can combine the documents in different formats (DOCX, DOC, and PDF formats) into one DOCX or PDF document. You can also configure the Merge Documents protection level for merged documents.
For details on merging documents, refer to Merging Documents in Lightning in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Identify Document Type for Version Aware Agreement
For version aware agreements, the document type field is introduced to identify the type of document. The following document types are introduced for different agreement documents:
|Generated, regenerated, created offline, and imported offline documents||Agreement Document|
|Generated supporting documents and documents added in Wizard||Supporting Document|
Signed and uploaded executed documents
Intermediate Signed Documents (EchoSign)
|Documents in amended, renewed, or cloned agreements||Documents inherit Document Type from the original agreements|
In version aware agreements, you can view the Document Type column when you Send for Review, Send for MS Team Review, Send for Parallel Review, Send for Signature, and Send for eSignature (EchoSign).
After you upgrade to the Summer 2020 release, all the existing documents in version aware agreements will have Document Type as Agreement Document.
For details on merging documents, refer to Generating an Agreement, Creating an Offline Agreement, Importing an Offline Agreement, Storing an Executed Agreement, and Uploading Signed Documents in Lightning in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Import Supporting Documents
You can use the Import Supporting Document button to import supporting documents in a version aware agreement.
For details on how to import supporting documents using intelligent import, refer to Importing Supporting Document in Contract Management on Salesforce Summer 2020 User Guide.
The following enhancements are new to Contract Management in this release.
Ability to Ending Parallel Review without Document
You can end a parallel review without uploading a reviewed document.
For details on how to end a parallel review without uploading a document, refer to Sending an Agreement Document for Parallel Review in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Notify a Reviewer on Review Cancellation
An email is sent to the reviewers in a parallel review when the review is canceled.
For details on how a reviewer is notified, refer to Sending an Agreement Document for Parallel Review in Contract Management on Salesforce Summer 2020 User Guide.
Enhancement to Parallel Review
You can only send documents with DOCX format for parallel review. If you send documents for parallel review with any other file format (PDF, PNG, DOC, etc.,), the documents will not go through the normal review.
For details on parallel review restrictions, refer to Sending an Agreement Document for Parallel Review in Contract Management on Salesforce Summer 2020 User Guide.
Ability to View Number of Pages and the Language of the Document on Document Viewer
When you review a document created by intelligent import, you can view the number of pages in the document and language of the document on the Document Viewer toolbar.
For details on how to review a document created by intelligent import, refer to Reviewing an Agreement Created by Intelligent Import in Contract Management on Salesforce Summer 2020 User Guide.
Enhancement to Intelligent Import
When you complete the review of an offline document (created or imported):
- All the clauses in the document are updated to Inserted in the Agreement Clauses section
- The Agreement Status Category is updated to In Authoring
- The Agreement Status is updated to Author Contract.
When you complete the review of an executed document (uploaded as a signed document):
- All the clauses in the document are updated to Final in the Agreement Clauses section
- The Agreement Status Category is updated to In Filling.
- The Agreement Status is updated to blank.
For details on intelligent import, refer to Reviewing an Agreement Created by Intelligent Import in Contract Management on Salesforce Summer 2020 User Guide.
Support for Mapping Project and Record Type to Provisions
You can map project and record type to clauses and fields to provisions in Lightning.
For details on how to mapping project and record type to provisions, refer to Mapping Clauses and Fields to Provisions in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability to Test IDE Connection
You can verify the accuracy of the IDE details that you have provided.
For details on how to test IDE connection, refer to Configuring Intelligent Import Settings in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability to Navigate to the Clause while Reviewing Intelligently Imported Document
When you select a clause in the Clauses tab while reviewing an intelligently imported document, you are navigated to the clause location in the document.
For details on reviewing the intelligently imported document, refer to Reviewing an Agreement Created by Intelligent Import in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Edit Email Templates for Intelligent Processing
You can edit the following email templates that are available in Contract Management to notify a user about intelligent import processing:
- Intelligent Discovery Processing Error Notification
- Intelligent Discovery Processing Status Update
For details on editing email templates for intelligent processing, refer to Prerequisites in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability to Upload Signed Documents using Intelligent Import
When you have configured Intelligent Import Settings in your org and enable the Intelligent Import for Signed Document comply system property, you can use Intelligent import to upload signed documents.
For details on how to upload signed documents using intelligent import, refer to Uploading Signed Documents in Contract Management on Salesforce Summer 2020 User Guide.
Ability to Configure the Availability of the Upload Signed Document Button
You can make the Upload Signed Document buttons available for different Statuses and Status Categories of agreements according to your requirement.
For details on how to configure the availability of the Upload Signed Document button, refer to Configuring the Availability of the Upload Signed Document Button in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability Configure Columns in the Template Selection Page in Lightning
In the Template Selection page, you can configure the template attributes that must be displayed as columns in the template selection section available when you preview documents, generate documents, regenerate documents, and generate supporting documents. By default, Name, Guidance, Category, and SubCategory template attributes are available on the Template Selection page.
For details on how to configure columns in the Template Selection page in Lightning, refer to Configuring Columns in the Template Selection Page in Lightning in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability to Add Help Text for Template Selection
You can use the APTS_TemplateSelectionGuidance Admin Entry to add help text in the Template Selection page to guide users to select appropriate templates when users preview documents, generate documents, regenerate documents, and generate supporting documents.
For details on the Admin Entry, refer to Admin Entries in Contract Management on Salesforce Summer 2020 Administrator Guide.
Ability to Add Custom Button API Names in Salesforce Lightning
You can use the APTS_CustomLinksforActionPanel Admin Entry to customize the action panel in Salesforce Lightning by adding custom buttons with API names.
For details on the Admin Entry, refer to Admin Entries in Contract Management on Salesforce Summer 2020 Administrator Guide.
Document Version Support for Signed Documents
The following conditions apply when you send documents for signatures:
When you send documents in version aware agreements for manual signatures:
You must select at least one latest document version and you can also select documents from Files or Notes and Attachments.
- The uploaded fully signed documents are available as the major version with name as UploadSignedDocument in the Document Version related list.
- When you send documents in version aware agreements for eSignatures using EchoSign (Adobe Sign):
- You can send generated, regenerated, supporting, imported offline, created offline, or manually uploaded documents.
- You can select any document from Files or Notes and Attachments. You can also select the latest document version from the Document Version related list.
- The fully signed single or multiple documents from EchoSign are available In Contract Management as the major version with name as Executed Document in the Document Version related list.
- The intermediate signed documents from EchoSign are available in Contract Management as a major document version with name as Intermediate Signed Document in the Document Version related list. In version aware agreement, the Document Type of the document is updated to Intermediate Document.
Apttus User Experience Analysis
With this release, in order to better understand and analyze feature usage and the user experience, Apttus is adding a user experience analysis component to its solution with the assistance of Pendo. The analytics component allows Apttus to tailor improvements and new features to help meet your business requirements and improve the user experience. No action is required on your part and there will be no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected by the analytics component.
During Apttus Base Library installation, if you see an “Approve Third-Party Access” prompt, this refers to the Apttus User Experience Analysis component. Select the Yes, grant access to these third-party web sites checkbox and click Continue to proceed with the installation. For more information, see Installing Contract Management.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
|ImportSupportingDocument__c||Button for Import Supporting Document||User||New|
|Store_Executed_Agreement||Stores executed agreement||User||New|
|TemplateListColumnFieldSet||This field set allows you to configure the template attributes that must be displayed as columns in the template selection section available when you preview documents, generate documents, regenerate documents, and generate supporting documents||User||New|
|IntelligentImportForSignedDocument__c||Allows you to process signed documents using intelligent import||User||New|
|EnableOnlineContractCollaboration__c||Indicates whether Online Contract Collaboration is enabled||User||New|
|DocumentVersionId__c||Associated Document Version||User||New|
|UserId__c||Associated User ID||User||New|
|DocumentAction__c||Allows you to view and edit a document online||User||New|
|DocumentType__c||Document type represents the type of document in agreement lifecycle||User||New|
|Language__c||This field displays the Language of the imported document imported||User||New|
|NumberOfPages__c||This field displays the number of pages in the imported document||User||New|
|BaseObject__c||The base object for which the field must be mapped||User||New|
|MetaDataFieldId__c||Id of the MetaData field||User||New|
|ProvisionType__c||Type of provision||User||New|
|TemplateReferenceId__c||Template Reference Id||User||New|
|WordContentId__c||Stores Docx file Id||User||New|
|HTMLContentId__c||Stores HTML file Id||User||New|
The following table lists the issues resolved in this release.
|Case Number||Apttus Internal ID||Description|
|103841||CLM-6426||When there were more than two hundred thousand users in an org, a user was unable to create an agreement record.|
|103803||CLM-6415||On running a wizard in Salesforce Lightning, the correct picklist values were not displayed as per the record type of the wizard.|
|101447||CLM-6255||When a user cloned, amended, or renewed an agreement in Salesforce Lightning, the cloned, amended, and renewed agreements had duplicate attachments.|
|101774||CLM-6228||When a user created a wizard with an Input Rule that had criteria based on the picklist field, the visibility rule did not work.|
|NA||CLM-6226||When a wizard input had comma separated picklist values, the comma-separated values were displayed different values.|
|NA||CLM-6225||A user observed Salesforce validation rule error messages were displayed on submitting the wizard.|
|100893||CLM-6199||The IDE job was sending an email to the user who has scheduled the instead of the user who had submitted the request.|
|101376||CLM-6185||A user encountered an error when a wizard input rule was based on the lookup field.|
|NA||CLM-6169||A user observed multiple lines for the same field value on reviewing a document created by intelligent import.|
|99668||CLM-6073||A user encountered an error in French while creating an agreement record.|
|49046||CLM-4826||A user observed Salesforce Classic user interface on creating a child agreement in Salesforce Lightning.|
|59999||CLM-3856||A user encountered an error on clicking the View Agreement Hierarchy button.|
The following table provides the cumulative list of known issues up to this release.
|Apttus Internal ID||Description|
|CLM-6314||In the Console app, after creating an agreement, you are navigated to the Agreement List page instead of the Agreement Detail page.|
|CLM-5367||In the Console tab, when you click Cancel, the tab does not close while sending for signatures and sending for review.|
|CLM-5359||When 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-5988||When you use a checkbox object field in input rules condition, checked and unchecked options are not visible.|
If Set This Control Value rule is set on an input field, you cannot modify the input in the wizard.
The help icon () for checkboxes and multi-select picklist is displayed below the field name.
When you open a wizard in the Classic mode with rules on a Lookup field, you encounter an error.
|CLM-5367||The console app tab remains open on canceling sending for signatures and review.|
|CLM-5207||The console app displays the Generate button even after the user has generated the document.|
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-3212||The Work Order custom object is not enabled for a template object of the Pre FX2 format.|
|CLM-3211||Agreement flow does not work for Communities in the Salesforce Lightning mode.|
|CLM-2730||In 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-2690||In the Salesforce One app, clicking the lookup option does not open a new pop-up window.|
|CLM-2440||After an agreement document is sent for review, the activity history does not record details for any of the attachments.|
|CLM-2416||Entries on the Master Agreement Clauses listing are showing an incorrect timestamp.|
|CLM-2319||When a user uses the type-ahead search feature in the Wizard Component Library, the resultant text is sometimes deleted as it is being typed.|
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