In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Contract Intelligence 202403.3.0 release. For documentation updates, see What's New in Contract Intelligence 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.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga Contract Intelligence in this release.
Force-Train Option
A user (contract manager) can access a force-train button in the Training tab to train a custom provision before having reached the minimum required number of annotations. The user must submit at least one sample (a minimum of five is recommended) and can force-train on untrained or trained provisions. Force training relies on all samples submitted by the user, not only on new samples since it was last trained. See Training for details.
OCR-Only Email Enhancements
The email flow, function, and appearance for OCR-only extractions are enhanced with:
- Active triggering of email notification (on success or failure)
- Improvements to PDF presentation in the review flow
- “Click here to review document” link fix
- Improvements to OCR-only email notification template text.
Get Next Batch for Review
If this option is enabled, a reviewer can choose to get the next available batch of documents for review. A pop-up window displays the list of record types that the reviewer has access to. Requests are processed in the order requested. Users cannot request a new batch until currently assigned documents are reviewed or reassigned. See To set up a new data extraction map for administrators and To review imported documents for users.
Select Worksheet Option on Document Import
When importing a document, in addition to selecting the document type, a user (contract manager) can now select a worksheet to apply to the import, improving the relevance of the extraction. The default worksheet is preselected but can be changed through a dropdown menu. See To import single files and folders for details.
Skip Duplicate Files during Import
A user (contract manager) can detect and skip duplicate documents from a single or bulk import. During import, a duplicate file check is made within each folder and across all folders and sub-folders. An upload popup dialog shows when a duplicate file is discovered, by name. See note in To import single files and folders.
Fixed Issues
There are no fixed issues in this release.
Known Issues
There are no known issues in this release.
DOC ID: CICRLP202403.3.0RN20240423
