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

  • 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 FeaturesDescribes new features introduced in this release, with links to more detailed information
  • Enhancements: Describes 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

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

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 that feature's documentation. The packages marked as (New) are new packages in this release.

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

2.1.0203 | 2.203

Conga Contract Lifecycle Management (New)

12.1.0630 | 12.630
Conga Content Integration (New)8.1.0020 | 8.20

Conga DocuSign API (New)

(Required if you are using DocuSign)

7.1.0115 | 7.115

Conga CLM DocuSign Integration (New)

(Required if you are using DocuSign)

4.1.0046 | 4.46

Adobe Sign (New)

(Required if you are using Adobe Sign)

23.8 | 23.8

Conga CLM Adobe Sign Integration (New)

(Required if you are using Adobe Sign)

9.1.0066 | 9.66

Before installing or upgrading Conga managed packages, review the dependency matrix for each managed package. Refer to 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.

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 and 64-bit (x 2) 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

There are no new features in this release.

Enhancements

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

Support for ICU Locale Date Format in Critical Updates

CLM supports ICU Locale Formats that you can define in Salesforce Critical Updates. ICU Format for Locale impacts the way a date is stored in the CLM database. 

Mandatory Configuration while Migrating Large Attachments to Files

You must set the APTS_SkipFileSplitWhileSavingFile admin entry to true when all of the following conditions are met. 

  • You are upgrading to Spring '21 or a later version of CLM.
  • You are migrating Attachments that are greater than 10 MB to Files.

For details on this enhancement, refer to Migrating Attachments To Files and Admin Entries.

Configure PDF/A as a Document Output Format

PDF/A is an ISO-standard version of the Portable Document Format specialized for use in the archival and long-term preservation of electronic documents. You can use CLM to generate or regenerate agreement documents or generate supporting documents in PDF/A format. 

If you upgrade to Summer '21 and need to use PDF/A format to generate or regenerate agreement documents or generate supporting documents, you must manually configure PDF/A format. If you are installing CLM for the first time, no new configuration is required. 

For details on this enhancement, refer to Configuring PDF/A as a Document Output Format.

Configure Email Notifications for Review Cycle Cancellation

An administrator must create a classic email template to notify reviewers when a review cycle is cancelled.

For details on this enhancement, refer to Configuring Notification Email for Review Cycle Cancellation.

Enhanced Clauses Tab User Experience

You can see the revamped Clauses tab and the following popups when you review an agreement document created or imported by the intelligent discovery in Lightning. 

  • Add Clause
  • Edit Clause
  • Delete Clause

For details on this enhancement, refer to Reviewing an Agreement Created by Intelligent Discovery.

Enhanced User Experience of Send for Review and Send for Parallel Review Pages (Pilot Version)

The new UI is a pilot. Ensure that you do not enable the new UI in your production org. 

You can see the new updated pages and options when you send documents for review or parallel review. To use the new UI, configure the Send For Review Custom button.

For details on this enhancement, refer to Sending an Agreement Document for Review and Sending an Agreement Document for Parallel Review.

Send Multiple Documents for Parallel Review

You can send multiple DOCX documents for parallel review and all the reviewers can reply to the review email with reviewed documents. The combined file size of reviewed documents can be 25 MB. The review cycle does not end if the file size of reviewed documents exceeds 25 MB or more than three reviewers send 25 MB reviewed documents simultaneously.

For details on this enhancement, refer to Sending an Agreement Document for Parallel Review.

Send Related Agreements for Parallel Review

You can send related agreement documents for parallel review along with primary agreement documents.

When the Parallel Review for related agreements and Parallel Review comply system properties are enabled and you send a related agreement for review, a review cycle is created for the related agreement.

When the Parallel Review for related agreements and Parallel Review comply system properties are disabled and you send a related agreement for review, a review cycle is not created and the related agreement documents are considered as supporting documents.

The following table lists the combination of parallel review comply system properties and their result.

Parallel Review for related agreementsParallel Review Result
EnabledEnabledA review cycle is created for related agreement documents.
DisabledEnabledA review cycle is created for primary agreement documents. The related agreement documents are considered as supporting documents.
EnabledDisabledNo parallel review.
DisabledDisabledNo parallel review.

The parallel review does not impact the status or status category of the related agreement documents. 

For details on this enhancement, refer to Comply System Properties.

Filter Related Agreements Based on Primary Agreement Status and Status Category

The Filter By The Primary Agreement Status comply system property allows you to filter agreements (related/sibling/parent/child) by status category or by the status of the primary agreement.

When the property is enabled and you send a document for review, you can see only the agreement documents (related/sibling/parent/child) that have the same status category or status as the primary agreement. When the property is disabled and you send a document for review, you can see all the agreement documents (related/sibling/parent/child) irrespective of the primary agreement status Category or status.

For details on this enhancement, refer to Comply System Properties.

Enhanced Character Limit for End Review Comments

You can add a maximum of 32k characters when you end the parallel review from the Review Cycle page or reply to the parallel review email.

For details on this enhancement, refer to Sending an Agreement Document for Parallel Review.

Add Subtype While Creating an Agreement

Administrators can add the Subtype dropdown from the Agreement New Field Set. After adding the Subtype field in the fieldset, the field will be available while creating an agreement.

For details on this enhancement, refer to Configuring New Agreement Form Fields.

Increased Clause Character Limit

The character limit of clauses is increased from 32000 characters to 55000 characters (including redlines and clause text). You can generate or regenerate agreement documents with clause templates containing 55k characters. 

For details on this enhancement, refer to Generating an Agreement.

Default New Activation UI

From Summer '21 release, you will see the new activation UI by default. If you need to continue using the old activation UI, you can configure a custom button.

For details on this enhancement, refer to Activating an Agreement and Configuring Old Activation UI.

Publish Documents to Content Repositories During Activation

You can use the new activation UI to publish documents to different content repositories when the APTS_ContentRepositoryType admin entry is configured. You can turn off the Publish toggle button during activation if you do not want to publish a document to a content repository. The following table describes the impact of the APTS_ContentRepositoryType admin entry, publish option, and document selection during activation.

APTS_ContentRepositoryType value

DocumentPublish toggleVersion-Aware agreementNon-Version-Aware agreement
ContentSelectedOnThe published document is moved to Content. The document is removed from the agreement (Document Versions).The published document is moved to Content. The document is removed from the agreement (Notes & Attachments and Files).
OffThe unpublished document remains in the agreement (Document Versions).The unpublished document and remains in the agreement (Notes & Attachments and Files).
DocumentSelectedOnThe published document is moved to Agreement Document. The document is removed from the agreement (Document Versions).The published document is moved to Agreement Document. The document is removed from the agreement (Notes & Attachments and Files).
OffThe unpublished document remains in agreement (Document Versions).The unpublished document remains in agreement (Notes & Attachments and Files).
ChatterSelectedOnThe published document is moved to Chatter and Notes & Attachments and Files.The published document is moved to Chatter and Notes & Attachments and Files.
OffThe unpublished document remains in Document Versions.The unpublished document remains in agreement (Notes & Attachments and Files).
NoneSelectedPublish column is not visible

The document remains in Document Versions.

The document remains in the agreement (Notes & Attachments and Files).

The admin entry is not configured, deleted, invalid, or blank.


The content repository type is considered as Document.

SelectedOnThe published document is moved to Agreement Document. The document is from the agreement (Document Versions).The published document is moved to Agreement Document. The document is from the agreement (Notes & Attachments and Files).

For details on this enhancement, refer to Activating an Agreement.

Increased Spacing on Wizard UI

The spacing between fields is increased for a better user experience.

Add Multiple Contacts to a Review Cycle

When a review cycle is in progress, you can add multiple contacts, users, or email addresses at a time when you click Add Reviewer.

For details on this enhancement, refer to Sending an Agreement Document for Parallel Review.

Turn On the Use Intelligent Discovery Toggle Button by Default

When the Intelligent Import for Signed Document comply system property is enabled, Use Intelligent Discovery is turned on by default.

For details on this enhancement, refer to Uploading Signed Documents.


Configure File Size Column

You can configure the File Size column to be visible on the Activation, Send for Review, Send for Signatures, or Send for eSignatures pages. To populate the File Size field for existing data, you must run a script.

For details on this enhancement, refer to Populating the File Size Field.

Automatically Generate the Smart Search Registration Setting for Smart Search

You can automatically generate the smart search registration setting and start working with the Smart Search. If you encounter any issues, you can manually add registration-setting details.

For details on this enhancement, refer to Generating Registration Setting.

Configure Smart Search as a Chatbot

You can use the Smart Search with Slack, MS Teams, and Webchat.

For details on this enhancement, refer to Using Smart Search to Search Content in Agreement Documents in Lightning.

Enhancements to Smart Search

The following enhancements are new to Smart Search in this release:

  • When you launch Smart Search, you can see an explanation of different types of search operations that you can perform using Smart Search.
  • You can sort the columns in ascending or descending order by clicking the column headers on the search grid. 
  • You can use Smart Search for payment term queries.
  • You can use Boolean and regular expression searches for file names in the search.
  • You can use keywords and literals in the search.
  • You can share the search results in an email using HTML, Excel (.csv), Excel (.xlsx), or PDF format.
  • In the Available Fields column, you can see object names. when you select an object, you can see primary and secondary-level fields in an object. In the Visible Fields column, you can see the fields visible on the search grid.
  • You can search with metadata for non-agreement objects such as Account, Quote, Opportunity, etc.
  • When your search query includes a field that is not configured as a search result column, the field included in the search query is displayed as a search result column.
  • If there is a problem in loading the document preview screen, an error message is displayed in the preview panel. You can click PDF Viewer in the error message to open the document in PDF viewer.
  • You can click the document name on the PDF viewer to download the original document associated with the record.
  • If you search with multiple keywords, all the keywords are highlighted in the snippet and you can also view the page number in which the keyword is found. If there is no text found matching in a document, the snippet is not displayed.
  • As a result of caching:
    • You can observe a reduction in document loading time when you preview a document that was already previewed.
    • You can observe a reduction in search result loading time when you reuse a search query.

For details on this enhancement, refer to Using Smart Search to Search Content in Agreement Documents in Lightning.

Moved Smart Search Functionality to Base Package

Smart Search functionality is moved from Conga Contract Lifecycle Management Package to Conga Base Library. No configuration changes are required as a part of this change.

Deprecated Agreement Document Search

Agreement document search is deprecated in Lightning. You can continue to use agreement document search in Classic. You can use Smart Search to search content agreement documents in Lightning.

Delete Intelligent Data Discovery Settings

If you delete a configured IDD setting, that setting is also deleted from the IDD database.

For details on this enhancement, refer to Configuring Intelligent Discovery Settings.

Migrate Mappings from Salesforce to Intelligent Data Discovery

You can migrate existing mappings and settings from Salesforce to Intelligent Data Discovery (IDD). After you have migrated the existing mappings, you can perform any of the following tasks according to your requirement:

  • You can leave Project ID in the mapping as it is.
  • If you need to use a different project that you have created in Kira, you must edit the mapping and manually enter the project ID from Kira in the Project ID field in CLM. The Project ID field cannot be left blank after you edit a mapping.
  • If you create a new mapping in CLM, CLM creates a project in Kira, obtains the Project ID from Kira, and populates the Project ID field in CLM automatically.

For details on this enhancement, refer to Migrating Mappings from Salesforce to Intelligent Data Discovery and Mapping Provisions to Project-Record Type .

Delete Mappings from AI Engine

You can delete the provisions to project-record type mappings in Kira along with the mappings in IDD.

For details on this enhancement, refer to Mapping Provisions to Project-Record Type in Conga CLM Summer '21 documentation.

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_Agreement__c


Changed

Status (In Clause Approval)Introduced a new status picklist value.SystemChanged
Agreement_Clause__c


Changed

DiffText2__cThe text size changed to 64000 from 32768.SystemChanged

PrevText__cThe text size changed to 64000 from 32768.SystemChanged

Text__cThe text size changed to 64000 from 32768.SystemChanged
ClauseApproval__c


New

ActionA clause action in a document during a negotiation.UserNew

AgreementThe ID of the agreement associated with the clause approval.UserNew

Approval StatusThe approval status of a clause.UserNew

ClauseThe ID of the clause used to set up an approval process.UserNew

ClauseThe ID of the clause used to set up an approval process.UserNew

Clause Approval NameThe name of the clause approval.UserNew

Created By IDThe ID of the clause creator.UserNew

Created DateThe date of clause creation.UserNew

DeletedIndicates whether the clause was deleted.UserNew

Document VersionThe ID of the document version for the clause approval.UserNew

Document VersionThe ID of the document version for the clause approvalUserNew

Last Activity DateThe last activity date of a clause.UserNew

Last Modified By IDThe ID of the last clause modifier.UserNew

Last Modified DateThe last modified date of a clause.UserNew

Owner IDThe ID of the clause owner.UserNew

Record IDThe record ID of the clause.UserNew

System ModstampThe date and time stamp.UserNew
ComplySystemProperties__c


Changed

RelatedAgreementParallelReview__cIndicates whether the parallel review is enabled for related agreements.UserNew

FilterByThePrimaryAgreementStatus__cEnables filtering of agreements (Related/Sibling/Parent/Child) by Status Category or Status of the primary agreement.UserNew
DocumentVersionDetail__c


Changed

FileSize__cThe file size of the latest document version.SystemNew
DocumentVersion__c


Changed

FileSize__cThe file size of the latest document version.SystemNew
IDEJobFieldExtraction__c


Changed

ExactText__cText used to normalize extracted data.SystemNew

NormalizationResponse__cNormalized extracted data.SystemNew

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00108591CLM-6888

After a non-English user submitted a wizard and clicked Continue, the user was not navigated to the Agreement Detail page.

Resolution info:  When you configure a rule on the submit button for a wizard, you can provide an object's API name such as:

  • %Apttus_APTS_Agreement_c%
  • %Account%
  • %Opportunity%

The %Agreement% object label is supported.

00114227CLM-7342

While generating a document, a user observed that all error messages appeared in a single line.

Resolution info: The error messages are displayed in different lines.

00116023CLM-7386When a user emailed search results, the user was not redirected to the smart search landing page.
00114950CLM-7329

When a reviewer replied to a parallel review email with comments, all the comments were not available on the Review Cycle page.

Resolution info: The character limit of email replies is increased from 255 to 32k.

00115004CLM-7320When a user launched a wizard, the user did not get validation messages on a few required fields.
00114227CLM-7261

When a user tried to generate a document and encountered SFDC validation messages, multiple validation messages were displayed in a single line.

Resolution info: The multiple validation messages are displayed in different lines.

NAKIRA-29Intelligent discover failed when DeleteDocumentFromKira was set to true.
00113652KIRA-25Multiple emails were sent to the user on clicking Retry when the intelligent discovery failed.
NAKIRA-18

A user was unable to set the checkbox value while reviewing the intelligently discovered document.

Known Issues 

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

Conga Internal IDDescription
MAX-7390When you use Not operation for a clause in the Smart Search, the snippet is not displayed.
MAX-7393When the Content Repository is set to Document and search is enabled for large files, you cannot view search results in the Smart Search.
CLM-7204If a validation rule fails, the duplicate agreement is marked as transient.
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-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-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: CLMSUM210901RNREVB