This release note contains the following information about Conga CLM Spring '21 Release.

For more information on new features, enhancements, and document improvements refer to What's New in CLM Documentation.

  • 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.


PackageLatest Certified Version (Name | Number)
Conga Base Library (New)
2.0.150 | 2.150

Conga Contract Lifecycle Management (New)

12.0.0605 | 12.605

Conga Content Integration 7.0.0016 | 7.16

Conga DocuSign API (New)

(Required if you are using DocuSign)

7.0.0110 | 7.110

Conga CLM DocuSign Integration (New)

(Required if you are using DocuSign)

4.1.0042 | 4.42

Adobe Sign 

(Required if you are using Adobe Sign)

23.1 | 23.1

The latest version of Abobe Sign v23 is now supported.

Conga CLM EchoSign Integration (New)

(Required if you are using Adobe Sign)

9.0.0056 | 9.56

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.

Introduced Smart Search

Smart search is a limited availability feature. Please contact product support to explore the feature.

The Smart Search feature allows you to search for information without the need to understand the working of CLM. This feature allows you to find information of any record regardless of where the information is stored. Smart Search supports natural language search. This means you can search for information in CLM using everyday language. 

Get Started

For details on smart search, refer to Using Smart Search to Search Content in Agreement Documents in Lightning in Conga CLM Spring '21 User Guide.

Ability to Set Up Organization-Wide Email Address

The organization-wide email address allows you to associate an email address to user profiles. When you assign an organization-wide email address for all the user profiles or selected user profiles, users can use the common email address while sending emails. You can set up multiple organization-wide email addresses, but you can use only one organization-wide email address to send emails.

Get Started

For details on setting up an organization-wide email address, refer to Setting Up Organization-Wide Email Address in Conga CLM Spring '21 Administrator Guide.

Ability to Configure Email Notifications for Review Cycle and Activation

You can update the available activation and review cycle classic email templates according to your requirement.

Get Started

For details on how to configure email notifications, refer to Editing Classic Email Templates in Conga CLM Spring '21 Administrator Guide

Introduced New Activation UI

You can update the available activation and review cycle classic email templates according to your requirement.

Get Started

For details on activating an agreement, refer to Activating an Agreement in Conga CLM Spring '21 User Guide and Configuring New Activation UI in Conga CLM Spring '21 Administrator Guide

Ability to Configure the Header Fields on the In Effect View Page

You can configure the fields that are displayed in the header section of the In-Effect View page. You can add a maximum of 15 fields in the header. 

Get Started

For details on activating an agreement, refer to Configuring In-Effect View Page Header in Conga CLM Spring '21 Administrator Guide

Introduced REST APIs

From this release, CLM supports the following REST APIs:

  • activate

  • publishtodocumentrepository

  • publishtochatterrepository

  • sendForReview

     

Get Started

For details on REST APIs, refer to Agreement REST API Services Version 1 in Conga CLM Spring '21 REST API Guide

Introduced New CLM Theme

If you are installing CLM for the first time, you can see the new logo and icons that are part of rebranding from Apttus to Conga.

Get Started

For details on installing CLM, refer to Installing Conga CLM in Conga CLM Spring '21 Administrator Guide.

Enhancements

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

Ability to View the Progress Bar

When you review a document that exceeds 10MB in size, you can view the Loading Document progress bar to track the document loading progress.

Get Started

For details on viewing the progress bar, refer to Reviewing an Agreement Created by Intelligent Discovery in Conga CLM Spring '21 User Guide.

Ability to Configure Custom Buttons

You can configure View Agreement Hierarchy and In Effect View custom buttons to be visible on the Agreement Detail page in the Action Panel. 

Get Started

For details on configuring custom buttons, refer to Configuring the Availability of Custom Buttons in Conga CLM Spring '21 User Guide.

Deprecated OCC Related Artifacts

Online Contract Collaboration (OCC) was a part of CLM until the Winter '20 release. From this release, OCC is a different package and hence the artifacts related to OCC are removed from CLM. 

Get Started

For details on online contract collaboration, refer to Online Contract Collaboration (OCC) in OCC Spring '21 User and Administrator Guide.

Restricted Guest User Access

With the Spring ’21 release, Salesforce has removed the View All, Modify All, edit, and delete permissions for guest users in all orgs. Hence, Conga CLM does not support guest user access. For more information, see Salesforce Documentation.

Get Started

For details on removing guest user access, refer to Configuring Wizards as Self-Service with Salesforce Sites and Communities in Conga CLM Spring '21 Administrator Guide.

Ability to View Large Files in Document Viewer 

When you import large files using Intelligent Discovery and review the processed document, you can view the large files in the document viewer.

Get Started

For details on viewing large files, refer to Reviewing an Agreement Created by Intelligent Discovery in Conga CLM Spring '21 User Guide.

Enhanced Agreement Version Number Field

The version number of the agreement is incremented each time an agreement is amended. The agreement Version number field size is increased from 3 to 4 digits. This means you can create a maximum of 9999 versions. 

Get Started

For details on the agreement version number, refer to Agreement Fields in Conga CLM Spring '21 User Guide.

Ability to Select a Field Value from Multiple Field Values Extracted from Kira

If a document extracted using Kira contains multiple values for a field, you can select the correct field value from the dropdown. 

Get Started

For details on the intelligent discovery, refer to Reviewing an Agreement Created by Intelligent Discovery in Conga CLM Spring '21 User Guide.

Removed Review Offline Button in Lightning

You can review the documents imported through intelligent discovery by using the intelligent discovery status panel in lightning. You can use the Review Offline button in Classic to review the documents imported through intelligent discovery.

Get Started

For details on reviewing offline documents imported through intelligent discovery, refer to Reviewing an Agreement Created by Intelligent Discovery in Conga CLM Spring '21 User Guide.

User Experience Analysis for Intelligent Discovery

useAnalytics is a User Experience Analysis component that collects product usage data. No action is required on your part and there is 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. 

Get Started

For details on user experience analysis for Intelligent Discovery, refer to Configuring Intelligent Discovery Settings in Conga CLM Spring '21 Administrator Guide.

Ability to Customize In Effect View and View Hierarchy Buttons

You can customize the visibility of the In Effect View and View Hierarchy buttons according to your requirement.

Get Started

For details on customizing buttons, refer to Enabling and Customizing the Action Panel in Conga CLM Spring '21 Administrator Guide.

Ability to Exclude Objects from the Wizard Dropdown

The APTS_ExcludedNamespaces admin entry allows you to add a comma-separated list of namespaces to exclude objects from the wizard dropdown.

Get Started

For details on the APTS_ExcludedNamespaces admin entry, refer to Admin Entries in Conga CLM Spring '21 Administrator Guide.

Ability to Set Frequency for Creating MS Teams Channel 

The MSTeamsJobScheduler job allows you to create an MS Teams channel according to your expected frequency.

Get Started

For details on the MSTeamsJobScheduler, refer to Configuring MS Teams Setting in Conga CLM Spring '21 Administrator 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
ComplySystemProperties__c


Changed

EnableOnlineContractCollaboration__cDeprecated fieldNAChanged

UseOrganizationWideEmailAddress__cIndicates whether you can use organization-wide email addressesUser

OrganizationWideEmailAddressDisplay__cThe display name to use from the configured organization-wide email addressesUser
FileSplit__c


New

OriginalFileId__cThe ID of the original fileSystemNew

PrimaryObjectId__cThe ID of the primary object associated with the FileSystemNew

PrimaryObjectType__cThe primary object associated with the FileSystemNew

SecondaryObjectId__cThe ID of the secondary object associated with the FileSystemNew

SecondaryObjectType__cThe secondary object associated with the FileSystemNew

SplitFileId__cThe ID of the split file in the File objectSystemNew
IDEJob__c


Changed

ExceptionDetail__cIncludes exception details from Intelligent Discovery provider.UserNew

IsaLargeFileUploaded__cIndicates that a large file is uploadedUserNew

MonitorIDDstatus__cIndicates whether IDD status is getting monitoredUserNew
IDESetting__c


Changed

APIURL__c

The Intelligent Data Discovery URL

UserNew

APIToken__c

The Intelligent Data Discovery token

UserNew

Tenant__c

The tenant name for Intelligent Data Discovery

UserNew

UseNormalization__c

Indicates whether to display the extract values in the standard format

UserNew
IntegrationSettings__c


New

APIToken__c

API token for accessing MAX functionalities

UserNew

Endpoint__c

Endpoint for accessing MAX functionalities

UserNew

IsLargeFileSupported__cIndicates support for large filesUserNew

Tenant__cThe tenant name for MAXUserNew
OCCAccessMode__c
Deprecated objectNAChanged
OCCHTMLContent__c
Deprecated objectNAChanged

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00111811CLM-7116A user was unable to create MS Teams while sending the document for review in MS Teams.
00110286CLM-6944A user observed a performance issue while importing a 4 MB document.
00108344CLM-6836

When a validation rule was triggered for not selecting Related Opportunity while creating an agreement, duplicate agreements were created.

Resolution: If a validation rule for Related Opportunity fails, the duplicate agreement is marked as transient.

Known Issues 

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

Conga Internal IDDescription
CLM-7204If a validation rule fails, the duplicate agreement is marked as transient.
MAX-6947

You cannot use deleteDocumentFromKIRA setting from Kira integration to delete processed documents.

Workaround: You can delete the processed document manually from Kira.

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 Spring '21 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 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-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: CLMSPRREVA210510RN