Conga Contracts Spring '21 Release Notes

These Release Notes contain the following information about the Conga Contracts Spring '21 Release.

For more information on new features, enhancements, and document improvements refer to

What's New in Conga Contracts User Guide or
What's New in Conga Contracts Administrator Guide

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
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.

Product

Latest Certified Version

(Version Name | Version Number)

Conga Contracts

10.0.8

System Requirements and Supported Platforms

The following table lists the minimum requirements for installing and using Conga Contracts.

System Requirement	Minimum Supported Version
Operating System	Operating systems that support the required browsers.
Browser	IE9 for Windows Vista SP2 IE11 for Windows 7 SP1 and Windows 8.1 Update Mozilla FireFox (all versions still officially supported by Mozilla) Apple Safari (all versions still officially supported by Apple) Google Chrome* *Chrome's support for the following platforms will end in April 2016: (1) Windows XP and Windows Vista (2) Mac OS X 10.6, 10-7, and 10.8, and (3) any 32-bit Linux, as well as Ubuntu 12.04 (Precise) and Debian 7 (Wheezy).
Microsoft Office	All versions currently supported by Microsoft.
Mobile	iOS 4 or higher Blackberry OS 6.0 or higher Android 2.3 or higher

Upgrade Notes

Your Conga Contracts version is automatically updated for each release by Conga.

New Features

The following new features are available for this release:

New Contract Profile Beta Features

The new Contract Profile user interface is now available for beta testing in sandbox accounts only by request. If you'd like to enable the new Contract Profile in your sandbox, contact your Customer Success Manager. This is a beta preview and does not yet contain all the features and functionalities of the current interface. For more information, see New Contract Profile User Interface Updates.

The following New Contract Profiles features were added:

Contract Details

You can now Add, Edit, or Delete responsibilities in Contract Details.

Flow Steps

You can now view Flow Steps in the head panel of Contract Details to quickly check the status of where your contract is in the approval process.
You can now view all steps under a stage until a branching step appears.

Flow Step Actions

You can now view available actions to select on the right side of flow steps. These actions include Approve and Decline.

Profile Rules Updates

Updates were made so that Profile Rules continue to run on the New Contract Profile User Interface as expected.

New Font for Contract Profile UI (Beta Feature)

OpenSans was added as a font for the new Contract Profile User Interface.

New Contract Profile Flow Stages Header

Flow Steps are now available as part of your header panel so that you view Flow Stages and follow up on approvals or actions. For more information see New Contract Profile User Interface Updates.

New Contract Profile Record Details Editing

Based on your role as a Contract Admin, you can now edit contract record details in the new Contract Profile user interface.

Salesforce Sync Panel

On the right panel of the Contract Profile, there is now a Salesforce Sync section that displays the following relevant sync information: Status, Time, Record ID, and Connection. To enable this setting, go to System Settings and check the Enable Conga Platform option.
On a Contract Record, there is now a Contract Platform Exclude option when you create or edit a contract. When this option is checked, the selected record will not sync with Salesforce and the Salesforce Sync Panel will not display.

Contract Profile Rules

Contract Administrators can create Action Types in Contract Profile Rules to Required and Default by navigating to Profile Rules > Contract Profile Rules > New Rule > Action Types. Also, existing profile rules of the action type Required and Default will be processed and rendered on the new Contract Profile page.

Archive Contract

You can now select the Archive option to archive a contract. Archived records will not be visible in views, search results, or retrieved through APIs

Copy Contract Details

You can now select the Copy option from the Contract Details panel to quickly copy a contract.

Contract Profile Creation

You can now create a Contract Profile from either the Company Profile or the Add Contracts option.
You can now create a Contract Profile when you approve a Contract Request.

Flow Action Button Placement

Adjustments were made to the placement of the new Flow Action buttons.

Notes

You can now enter Notes as part of a Flow step.

New API Documentation

REST API and SOAP API Guides

New documentation guides were added for Conga Contracts REST API and SOAP API. For more information, see Conga Contracts API Guides.

Enhancements

API Enhancement

You can now update the companyID field on the Contract object to an existing and valid Company using Conga Contracts API.

Resolved Issues

The following table lists the issues resolved in this release:

Conga Internal ID	Description
CON-15479	When typing in the Company Name field on Requests, suggested auto-complete results now more closely reflect the information you entered.
CON-15381	When building a report, the Contract Request Type field now correctly provide values for selection.
CON-15464	Users no longer receive multiple completed emails from completed eSignature packages when using Adobe Sign.
CON-15511	When selecting a Company on a Request, when you tab the highlighted entry is now selected instead of the top entry on the lis.
CON-15539	On the new Contract Profile beta, Copy Contract details no longer show a duplicate contract form.
CON-15478	On the new Contract Profile beta, you can now start a new Flow for a contract after completing a previous started Flow.
CON-15437	On the new Contract Profile beta, you can now restrict action types to required and default in the profile rule creation user interface so that the Contract Profile uses these rules.
CON-15381	When building a report, the Contract Request Type field now provides values for selection.
CON-15374	Removed access to the User Administration section after a document package becomes an eSignature package.
CON-15477	When you execute a one step search by clicking the magnifying glass icon, your new search term is now retained instead of the previous one.

Known Issues

There are no known issues for this release.

DOC ID: CCOSPR21RN20200302