OCC 2021.9.0 Release Notes

In this release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the Online Contract Collaboration (OCC) 2021.9.0 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)	1.8 If you are an existing user, the OCC package is automatically upgraded. OCC default permissions are packaged in the OCC User permission set. You must assign the permission set to users and their user profiles for the best user experience and access to all OCC features. For more information, see Upgrading OCC.
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

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 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.

Cancel Clause Approval Request

You can cancel a clause approval request that has been sent for approval. You can also cancel a clause approval request that has been approved by one or more approvers from the list of approvers. After you cancel the clause approval request, you can modify, swap with an alternate clause, delete the clause text or smart fields, or edit the submitted clause. You can also submit the same clause for approval after you have canceled the clause approval request. You cannot cancel a clause approval request that has been recalled or rejected, or that all approvers have approved. 

This feature is available for Edit, Negotiate, and Negotiate plus user profiles in the OCC access mode. For more information, see Cancelling Clause Approval Request and Disabling Cancel Clause Approval Request.

Enhancements

The following enhancements are new in this release.

Progression on clause after the clause approval cycle is complete

Once a clause approval request is approved, then the user can accept or reject changes in true-up mode. After true-up, the clause will not be in read-only mode and is available for editing. If a clause approval request has been rejected, the user can only reject the changes in true-up mode. Also, if a clause approval request has been canceled through OCC, then the changes will be reverted back automatically and the clause will be available for editing or swapping purposes. For more information, see Working with Clause Approvals and Configuring Clause Approval.

Resizing Rows and Columns in a Table

Resizing is a feature that enables you to change the size of rows and columns in a table. You can re-size rows and columns of a table in a document in OCC. You can adjust the table size, column width, or row height manually. You can change the size of multiple columns or rows and modify the space between cells. You can format the document as per your requirements to fit the data. For more information, see Resizing Rows and Columns in a Table.

Data Model Changes 

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

Resolved Issues 

There are no resolved issues in this release.

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

Known Issues 

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