In these release notes, you can find packages, requirements, features, enhancements, data model changes, fixed issues, and known issues for the Online Contract Collaboration (OCC) 2021.12.0 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 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.

Package	Latest Certified Version (Name | Number)
Conga OCC	1.9 If you are an existing user, the OCC package is automatically upgraded.
Conga Contract Lifecycle Management (New)   (Required if you use Conga CLM)	12.2.0654 | 12.654
Conga (CLM) Contracts for Salesforce (New) (Required if you use Conga (CLM) Contracts for Salesforce)	2.61
Conga Approvals (New) (Required if you use clause approvals feature)	12.2.0286.4 | 12.286.4

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

OCC GA Release Configuration

By default, your production org references the GA version of OCC. If you have configured OCC for a preview release, you must change the OCC setting to use the GA version. 

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 to consider before installing this Conga product suite, see System Requirements and Supported Platforms Matrix.

New Features

There are no new features in this release. Keep checking the Documentation Portal for new updates.

Enhancements

The following enhancements are new to OCC in this release.

Submitters can Add Ad Hoc Approvers

You can now add ad hoc approvers to the existing approval process before submitting the request for approval. You can see the associated approval process and list of approvers when you start the process to insert, replace, delete or edit a clause. You can add one or more approvers (user, role, or queue) to the existing approval process as required.

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.

Identify Offline Inserted Clause Needing Approval

OCC can now identify the clauses that need approval if you insert them offline using MS Word ( via XAC 1.0 or XAC 2.0). The clause that needs approval should go through the approval cycle. You can see a blue Clause Approval Required tag on the top left corner of the clause and in the smart data pane you can see a blue rubber stamp for that clause. If you click either the blue tag or the blue rubber stamp, you can see the associated approval process. If you cancel or undo the insertion process approval is not required.

For more information, see Working with Clause Approvals.

Data Model Changes 

There are no data model changes in this release.

Fixed Issues 

There are no fixed issues in this release.

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

Known Issues 

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

DOC ID: OCC12.0RN20211208