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Conga CLM December '21 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CLM December '21 release. For documentation updates, see What's New in CLM Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.
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Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for the Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.
| Package | Latest Certified Version (Name | Number) |
|---|---|
| Conga Base Library (New) | 2.2.224 | 2.224 |
Conga Contract Lifecycle Management (New) | 12.2.0654 | 12.654 |
| Conga Content Integration | 8.1.0020 | 8.20 |
Conga DocuSign API (New) (Required if you are using DocuSign) | 7.2.116 | 7.116 |
Conga CLM DocuSign Integration (New) (Required if you are using DocuSign) | 4.2.48 | 4.48 |
Adobe Sign (New) (Required if you are using Adobe Sign) | 23.14 | 23.14 |
Conga CLM Adobe Sign Integration (New) (Required if you are using Adobe Sign) | 9.2.69 | 9.69 |
Conga Sign Integration (New) (Required if you are using Conga Sign) | 1.2.6 | 1.6 |
For more information on installing CLM managed packages, see Installing Conga CLM. For more information on upgrading CLM managed packages, see Upgrading Conga CLM.
If you use CLM in Salesforce Lightning, you must enable the Enable Files Comply System Property.
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
The following features are new to Conga CLM in this release.
Integrate CLM with Conga Sign
You can use Conga Sign to send for eSignatures from CLM. For more information, see Conga Sign-CLM Custom Settings, Using Conga Sign with Conga CLM, and Sending Transactions from Conga CLM.
New User Interface for Send for Review Flow
By default, you will see the new send for review UI when you send documents for review. For more information, see Sending an Agreement Document for Parallel Review.
Enhancements
The following enhancements are new to Conga CLM in this release.
Removed User Experience Analysis Component
CLM has removed the User Experience Analysis component that collected product usage data.
Clone, Amend, or Renew Agreements with Large Files
You can clone, amend, or renew agreements with up to 2GB file size. When you clone, amend, or renew agreements with large files, the original files are duplicated and it impacts the storage space. For more information, see Supported File Sizes in Lightning.
You can copy documents from Document Version Detail using Clone Spec. For more information, see Configuring APTS_ComplyConfig.
Update an Existing Document Version by Importing Offline Documents
When the Ancestor selection for Import Offline comply system property is enabled, you can view the Import Documents popup. You can update the existing document version by importing a document so that the document versioning can be tracked as a single document version. For more information, see Comply System Properties and Importing an Offline Document.
Introduced New Clause Approval Status
If you have integrated CLM with Online Contract Collaboration and Approvals, you can see the In Clause Approvals status when a clause approval process is initiated from OCC. For more information, see Status and Status Categories.
Change Agreement Status After Clause Approval
If you need to define the status and status category of an agreement to update after all clauses are approved, canceled, or rejected in the agreement, You can configure the APTS_AgreementStatusOnClauseApproval admin entry. For more information, see Admin Entries.
Restrict Users from Sending Non-Essential Documents for Review
You can restrict users from sending non-essential agreements or documents for review by passing Agreement IDs or Document IDs as parameters in the formula field. You can add document IDs of the related, parent, sibling, or child agreements. If any document IDs of documents mentioned in the formula field are in review, those documents are not listed when a user sends agreement documents for review. For more information, see Configuring the Send for Review Custom Button.
Availability of the Upload Reviewed Document Button
When you send a document for parallel review and the review cycle for the document is in Not Started or In Progress status, you can view the Upload Reviewed Document button on the Agreement Detail page. For more information, see Sending an Agreement Document for Parallel Review.
View Review Cycle of Each Document
When you send more than one document for parallel review, you can see the progress of the review cycle of each document on the Agreement Detail page or on the Review Cycle page. For more information, see Sending an Agreement Document for Parallel Review.
Set Field and Clause Level Permissions During Parallel Review
When the Enable document permissions for review comply system property is enabled, users can view the Set field and clause permission toggle in the second step of the parallel review and set the field or clause level permissions for each reviewer in the third step of the parallel review. At the second step, you can toggle the Set field and clause permission off to send the documents for review without customizing user permissions for smart fields and clauses. For more information, see Comply User Properties and Sending an Agreement Document for Parallel Review.
View Review Cycle Details on the Agreement Detail Page
You can view the review cycle details in the Review Status section on the Agreement Detail page. You can refresh the review status to view the latest review status. You can navigate to the Review Cycle page without navigating to the Document Versions page. For more information, Adding the Review Status Panel on the Agreement Detail Page.
Configure Columns in the Documents Tab
When you configure the registration setting and remote site setting, you can configure the columns that are visible on the Documents tab. For more information, see Working with Documents.
Restrict Supporting Documents During Review
Administrators can use the Show Add More Button During Review comply user property to allow users to view the Add more button while sending documents for review to add supporting documents from their local or shared drive. You can configure the comply user property to customize permissions for specific profiles or users. For more information, see Comply User Properties and Sending an Agreement Document for Parallel Review.
No Dependency on Track Activities
To send documents for parallel review, you do not have to select the Track Activities checkbox on the Document Version Detail page.
Admin Entries Updates for Send for Review
The APTS_DefaultEmailContactName and APTS_DefaultEmailTemplateFolder admin entries are not applicable in the new send for review flow in Salesforce Lightning. For more information, see Prerequisites for Parallel Review.
Update Email Body While Sending for Review
You can update the email body when you send documents for review. For more information, see Sending an Agreement Document for Parallel Review.
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 |
|---|---|---|---|---|
| AgreementInsight__c | System | New | ||
CalculationCriteriaResults__c | The calculated values on which the criteria was satisfied | System | New | |
CalculationCriteria__c | The formula for the calculation done on the defined criteria | System | New | |
CriteriaFieldValues__c | The existing values for the criteria fields | System | New | |
Criteria__c | Criteria for deriving the risk score on the insight | System | New | |
DocumentVersionDetailId__c | Document Version on which the Insight rating is defined | System | New | |
Guidance__c | Guidance of the Insight | System | New | |
IDEProvisionId__c | Provision on which the insight was found | System | New | |
Rating__c | Rating of the Insight | System | New | |
Type__c | Type of the Insight/Provision Name | System | New | |
| ComplySystemProperties__c | User | Changed | ||
EnableDocPermissionsForReview__c | Indicates whether a user can set field level or clause level permissions for each reviewer. | User | New | |
| ComplyUserProperties__c | User | New | ||
ShowAddMoreButtonDuringReview__c | Allows users to view the Add more button while sending documents for review to add supporting documents from their local or shared drive. | User | New | |
| DocumentVersionDetail__c | User | Changed | ||
TotalInsightScore__c | Total Risk Score of Insights on a document | System | New | |
| DocumentVersion__c | User | Changed | ||
| LatestInsightScore__c | Total Risk Score of the latest Document | System | New |
Fixed Issues
The following table lists the issue fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00453119 | CLM-7558 | On generating a document using a template containing merge fields, the merge fields do not populate according to the translation language selected in the translation workbench. |
| 00114247 | CLM-7287 | You cannot amend agreements when the file type is File and documents in the agreements are large files. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| CLM-7710 | You encounter an error when you click in the TO field while sending a document for review using the Safari browser. Workaround: Use Chrome or Microsoft Edge to send documents for review. |
| CLM-7204 | If a validation rule fails, the duplicate agreement is marked as transient. |
| CLM-6792 | If 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 Spring '21 release. |
| 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. |
| CLM-5917 | If the 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-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. |
| 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-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. |
DOC ID: CLMDEC21RNREVA20211203