Download PDF
Download page Contract Intelligence for CLM September '22 Release Notes (Rev. A).
Contract Intelligence for CLM September '22 Release Notes (Rev. A)
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Contract Intelligence for CLM September '22 release. For documentation updates, see What's New in Contract Intelligence for CLM Documentation.
Note
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.
Note
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 | Required for |
---|---|---|
Conga Base Library (New) | 3.1.238 | 3.238 | CLM integration |
Conga Contract Lifecycle Management (New) | 13.1.683 | 13.683 | |
Conga Contracts (New) | 11.1.13 | Conga Contracts Integration |
Conga CLM (Contracts for Salesforce) (New) | 2.80 | Contracts for Salesforce integration |
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 Contract Intelligence for CLM in this release.
Intelligent Risk Identification
This feature identifies and ranks risky contract provisions, offers suggestions for mitigating risks, and enables users to rewrite and otherwise manage risky contract provisions. For more information, see Defining Risks and Setting Up Insights.
Bulk Uploads
Users can now upload files in bulk by compressing them into a Zip file. Contract Intelligence can automatically unpack and extract files thus uploaded. For more information, see Importing Documents and Files.
Enhancements
There are no enhancements for this release
Fixed Issues
The following issues were fixed in this release.
Case Number | Conga Internal ID | Description |
---|---|---|
N/A | CIC-1382 | Extracting to an account field returned Error occurred while notifying Salesforce for document markup : Failed to reconcile record error. |
N/A | CIC-1367 | The legal terms of service link in the REST API specification is outdated. |
N/A | CIC-1332 | OCR fails for TIFF, GIF, and PNG. |
N/A | CIC-1323 | Imports fail for records with names containing slashes. |
N/A | CIC-1254 | Extractions must be sortable into alphabetical order and order of appearance in the document. |
N/A | CIC-1178 | Button and icon imagery do not load in Outlook email. |
N/A | CIC-1160 | On bulk save, multiple documents can share a common document ID. The latest document review thus overwrites details from previous releases. |
N/A | CIC-1099 | Remove agreement ID and doc ID from the "Data Extraction Complete" email. |
N/A | CIC-1092 | UI shows a blank box when related date calculation is not handled. |
N/A | CIC-1091 | Button and icon imagery do not load in Outlook email. |
N/A | CIC-984 | Button and icon imagery do not load in Outlook email. |
N/A | CIC-627 | The "CCI Data extraction Successfully" email does not load images and icons. Resolution info: To resolve the issue, go to Email Templates and click Classic Email Templates. Remove the Image links from both success and failure email templates. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
Conga Internal ID | Description |
---|---|
CIC-1575 | On the review page screen, checkmark for saving added text is duplicated. |
CIC-1064 | Reviews from Conga Contracts are failing to save reference fields. |
DOC ID : CICSEP22RN20220907REVA