OCC 2021.8.0 Release Notes

In this release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the Online Contract Collaboration (OCC) 2021.8.0 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 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)	12.1.0256 \| 12.256
Conga OCC (New)	1.6 If you are an existing user, the OCC package is automatically upgraded. If you are an existing user, you must provide access to the OCCProfileLevelSettingsRestService apex class to use the new features in OCC. For more information, see Upgrading OCC.

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

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

System Requirements and Supported Platforms

For information pertaining to the requirements and recommendations, you must consider before you proceed with the installation of the Conga product suite delivered on the Salesforce platform, see System Requirements and Supported Platforms Matrix.

New Features

The following feature is new to OCC in this release.

Send a Replaced Clause for Approval

You can send a replaced clause for approval when the Enable Clause Approvals comply system property is enabled and the Approvals managed package is installed. After you have installed the Approvals package in your org, you must configure Approvals to send clauses for approval.

You can send a clause for approval to multiple approvers. The clause approval can be sequential, parallel, or both. In the sequential process, OCC sends a clause approval request email to the first approver from the list of designated approvers. When the first approver approves the clause, OCC sends the approval request email to the next approver. In a parallel process, OCC sends a clause approval request email to one or several first-level approvers from the list of designated approvers. When all the first-level approvers approve the clause, OCC sends the approval request email to the next-level approvers. For more information, see Configuring Clause Approvals, Working with Clause Approvals, and Comply System Properties.

Enhancements

The following enhancement is new in this release.

Configure Publish Options

OCC administrators can configure publish options for users according to the OCC access mode assigned to their user profile. When a user profile is assigned with Comment Only or Negotiate OCC access modes, users from the user profile can publish documents only with redlines. When a user profile is assigned with Negotiate Plus and Edit OCC access modes, users from the user profile can publish documents with publishing options configured by the OCC administrator. For more information, see Configuring Publish Options.

Data Model Changes

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

Object	Fields	Description	System/User	New/Changes
OCCAccessMode__c				Changed
	WithRedlines__c	Set With Redlines option for publishing agreement document	User	New
	WithoutRedlines__c	Set Without Redlines option for publishing agreement document	User	New
	FinalToBeSigned__c	Set Final to be signed option for publishing agreement document	User	New

Resolved Issues

The following table lists the issues resolved in this release.

Case Number

Conga Internal ID

Description

00112362

OCC-1320/OCC-948

When a user inserted a new row or column in a table that had some data and published the document with redlines, the system did not track the changes after publishing.

Resolution info:

For the inserted column, you can see the track change separately for each column.
For the inserted or deleted rows, you can see the track change as Inserted text instead of an Inserted table row.

00109256

OCC-757

When a user published a document using OCC, the user was unable to remove bullets from MS Word heading styles H2, H3, and H4. The formatting, color, and styles appeared different in OCC.

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

Conga Internal ID	Description
OCC-1271	When a user rejected an alternate clause, bullets in the standard clause were not retained.
OCC-1272	When a user inserts a clause with sub-bullets and publishes the document, the sub-bullets appear in a different format.

Known Issues

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

Conga Internal ID	Description
Advanced formatting
OCC-1446	When a user inserts a clause with a font different than document font, then the document font changes to clause font after the document is published.
OCC-1276	When a clause contains different bullet styles within a table, bullets are removed after the document is published.
OCC-1274	When a user inserts a clause with a table containing bulleted content, the bullet for an inserted clause disappears.
OCC-1254	When a user applies a left indent for a bullet point for a clause inserted in MS Word, the alignment goes out of the smart boundary in OCC.
OCC-1128	When a user deletes unnumbered bullets and publishes the document without redlines, the bullets are not deleted in the published document. Workaround: After deleting the unnumbered bullets, accept the track changes.
General
OCC-953	After opening a document in the Safari browser, the complete document was highlighted if a user highlighted any field using the smart data pane without clicking inside the document.
OCC-699	When a user performs the undo or redo action, the warning and info icons do not change for the tracked changed clauses.
OCC-759	In the Editing UI Mode, when a user selects a picklist field value, the context menu is not available which allows adding comments for picklist fields in the document.
OCC-890	In Conga CLM (Contracts for Salesforce), a user cannot publish a document if there are duplicate clauses in the managed clauses.

DOC ID: OCC202180RN