In this release notes, you can find packages, OCC GA release configuration, system requirements and supported platforms, new features, enhancements, data model changes, fixed issues, and known issues for the Online Contract Collaboration (OCC) 2021.10.0 release. For documentation updates, see What's New in OCC 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.

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 documentation. The packages marked as (New) are new packages in this release.

Package	Latest Certified Version (Name | Number)
Conga OCC (New)	1.9 If you are an existing user, the OCC package is automatically upgraded.
Conga Contract Lifecycle Management   (Required if you use Conga CLM)	12.1.0630 | 12.630
Conga (CLM) Contracts for Salesforce  (Required if you use Conga (CLM) Contracts for Salesforce)	2.53
Conga Approvals (Required if you use clause approvals feature)	12.2.274 | 12.274 OCC supports clause approvals with the minimum Conga Approvals version mentioned. This Conga Approvals package is available on demand. If you are interested, reach out to CongaReleaseManagement@conga.com.

For more information on installing OCC managed packages, refer to Installing OCC. For more information on upgrading OCC managed packages, refer to Upgrading OCC.

OCC GA Release Configuration

By default, your production org references the GA version of OCC. If you had previously configured OCC for preview release, you will need to change OCC setting to use the GA version of OCC. 

To change your OCC Setting

1. Go to Setup > Custom Code > Custom Settings > OCC Settings > Manage.
2. Edit System Properties and update OCC URL as https://xajs.apttuscloud.com.

System Requirements and Supported Platforms 

For requirements and recommendations, you must consider before installing the Conga product suite on the Salesforce platform, see System Requirements and Supported Platforms Matrix.

New Features

The following feature is new to OCC in this release.

Add ad hoc approvers

Ad hoc approval is a feature that enables you to add one or more approvers to an existing approval process after the approval request is submitted. This is sometimes required so that all the necessary approvals can be taken for the clause approval according to the business need in a single process. You can add one or more approvers (user or role or queue) to the existing approval process as per the requirement.

• If the status of the approval request is Waiting, you can add one or more approvers (user or role or queue) before, after, or parallel to other approvers.
• If the status of the approval request is Pending, you can add one or more approvers (user or role or queue) only after, or parallel to other approvers.
• You can view the newly assigned approvers' responses in OCC.

This feature is available for Edit, Negotiate, and Negotiate plus user profiles in the OCC access mode. For more information, see Working with Ad hoc Approval and Enabling Ad hoc Approval Setting.

Enhancements

The following enhancements are new in this release.

Reassign an approval request from OCC

Reassigning is the process of assigning your clause approval request to another approver. You can reassign the approval requests to a user, role, or queue. When you open the document in the OCC, you can see the Reassign button which you can click to reassign your approval request. The other approver (to whom you have reassigned your request) receives an email notification containing the approval details. The approval details pane is updated with their approval details, and your details are removed. Your access to approver action buttons (approve, reject, cancel, reassign) is also removed after you reassign the approval request, but you can see the other approver's response on the clause approval. This feature is available for Edit, Negotiate, and Negotiate plus user profiles in the OCC Access Mode. For more information, see Working with Clause Approvals and Configuring Clause Approval.

Approve or reject a clause from OCC

The approvers can now view and act on the clauses directly from OCC. The approver approves the clause if the terms and conditions mentioned in the clause satisfy the business rules. The approver can add comments (optional) and approve the clause. After the clause is approved by all, its status is updated to Approved in the approval pane. In the document, a Clause Approved-Pending True-Up tag shows on the top left corner of the clause. In the smart data pane, a green stamp icon and a warning sign are visible for the approved clause.

The approver can reject the clause if the terms and conditions mentioned in the clause do not satisfy the business rules. The approver can add comments (optional) and reject the clause. After a clause is rejected by any approver, its status is updated to Rejected in the approval pane. In the document, a Clause Rejected-Pending True-Up tag shows on the top left corner of the clause. In the smart data pane, a red stamp icon and a warning sign are visible for the rejected clause.

After the clause is approved or rejected, the approver action buttons (approve, reject, cancel, and reassign) are not available for that clause. The approver can view his comments by clicking on the comments icon. The user must manually true up and accept the changes for the approved or rejected clause. This feature is available for Edit, Negotiate, and Negotiate plus user profiles in the OCC access mode. For more information, see Working with Clause Approvals and Configuring Clause Approval.

Undo clause changes 

After the clause is canceled or rejected in the approval process, you must manually true up and accept the changes to make the clause editable again. If you have the privilege to Negotiate access mode in OCC, True-up is not available for you and hence you cannot undo the changes in the clause. Now an Undo Change button is introduced, which you can see for clause approval request that is either canceled or rejected. If you click Undo Change button the clause action gets reverted and the clause becomes available for editing, swapping, or deleting. The Undo Change button is available for Negotiate, Negotiate Plus, and Edit access modes in OCC. For more information, see Working with Clause Approvals and Configuring Clause Approval.

Approve or reject an approval request when the document is opened in read-only mode

An approver can navigate to clauses, add comments and approve or reject a clause in read-only mode also. The approver can approve, reject, or reassign the request, but cannot true up the document in read-only mode.  For more information, see read-only access in Working with Different UI Modes.

Data Model Changes 

The following objects and fields are introduced to or changed in the system or data model in this release.

Fixed Issues 

The following table lists the issue fixed in this release. If any actions are required, they will be listed in this table.

The following table lists the known issue fixed from the previous release.

Known Issues 

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

DOC ID: OCC10.0RN20211006