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Download page Conga CLM September '22 Release Notes.
Conga CLM September '22 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CLM September '22 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.
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 Upgrade Program.
| Package | Latest Certified Version Name | Latest Certified Version Number |
|---|---|---|
| Conga Base Library (New) | 3.1.238 | 3.238 |
Conga Contract Lifecycle Management (New) | 13.1.683 | 13.683 |
| Conga Content Integration | 8.1.0020 | 8.20 |
Conga DocuSign API (New) (Required if you are using DocuSign) | 8.1.142 | 8.142.2 |
Conga CLM DocuSign Integration (New) (Required if you are using DocuSign) | 5.1.50 | 5.5 |
Adobe Sign (New) (Required if you are using Adobe Sign) | 24.2 | 24.2 |
Conga CLM Adobe Sign Integration (New) (Required if you are using Adobe Sign) | 10.1.73 | 10.73 |
CongaSign CLM Integration (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
There are no new features in this release. Keep checking the Documentation Portal for new updates.
Enhancements
The following enhancements are new to Conga CLM in this release.
DocuSign OAuth 2.0 Authentication Integration
DocuSign has introduced OAuth 2.0 to secure API requests. If you have integrated CLM with DocuSign, you must upgrade all the DocuSign-related packages (Conga CLM DocuSign Integration and Conga DocuSign API). For more information on DocuSign OAuth 2.0 Authentication integration, see Configuring DocuSign OAuth 2.0 Authentication Integration.
Introduced an Admin Entry for Header and Footer
You can use the APTS_DefaultHeaderFooterOptionForMerge admin entry to select the Retain Header and Footer or Custom Header and Footer checkbox by default on the Merge Documents page. For more information, see Admin Entries.
Add Reviewers or Remove Reviewers During Office 365 Review
When an office 365 document review is in progress, you can add or remove reviewers. For more information, see Sending an Agreement Document for Collaborative Review Using Office 365 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 |
|---|---|---|---|---|
| Template__c | Changed | |||
| ClauseBehavior__c | Clause behavior of a clause | User | New |
Fixed Issues
The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00780414 | CLM-7956/ CLM-7919 | The Document tab does not load for non-English users. |
| NA | CLM-8003 | The Edit Amended page width was not consistent with the New or Edit Agreement page. |
| NA | CLM-7942 | When a lite user login fails, the login attempt is considered a valid login |
| 00790031 | CLM-7981 | On the Merge document page, if there are more than three documents under the Select Documents section, the last document name is covered by the utility tab and the scroll bar does not work. |
| 00787317 | CLM-7928 | When you refresh a review cycle in Salesforce Lightning, you encounter an error. |
| 00784952 | CLM-7923 | When there is "'" in a contact name, the review cycle does not complete. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| CLM-8111 | Activity history is not recorded after sending documents for Office 365 review and Conga Sign signatures. |
| 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 files 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. |