This release note contains the following information about Online Contract Collaboration (OCC) Spring '21 Release.

For more information on new features, enhancements, and document improvements refer to

What's New in OCC Spring '21 User Guide or
What's New in OCC Spring '21 Administrator Guide

Packages: Lists packages that are required to upgrade to this release of the product
System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
Enhancements: Provides high-level descriptions of enhancements to existing features
Data Model Changes: Lists changes to the data model
Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on 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 guides. The packages marked as (New) are new packages in this release.

Package	Latest Certified Version (Name \| Number)
Conga Base Library (New) (Required if you use Conga CLM)	2.0.150 \| 2.150
Conga Contract Lifecycle Management (New) (Required if you use Conga CLM)	12.0.0605 \| 12.605
Conga Content Integration (Required if you use Conga CLM)	7.0.0016 \| 7.16
Conga (CLM) Contracts for Salesforce (New) (Required if you use Conga (CLM) Contracts for Salesforce)	2.45
Conga OCC (New)	1.4 \| 1.4

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix.

System Requirements and Supported Platforms

OCC is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using OCC, you must ensure the minimum system requirements.

System Requirements
Item	Requirement
Operating System	Standard Salesforce.com requirements.
Browser	Conga supports the following browsers: Google Chrome Microsoft Edge Chromium Conga recommends the latest stable version of the browser for the best performance. Internet Explorer is not supported.

New Features

The following features are new to OCC in this release.

Ability to Replace Clauses

You can replace a clause with an alternate clause from the Clause Library. You can view alternate clauses in an agreement document only in Edit, Negotiate and Negotiate Plus Access Modes.

Get Started

For details on replacing a clause with an alternate clause, refer to Replacing a Clause with an Alternate Clause in OCC Spring '21 User Guide.

CLM (Contracts for Salesforce) Integration with Online Contract Collaboration

You can now integrate Conga CLM (Contracts for Salesforce) with Online Contract Collaboration to open and edit documents generated using merge services. For more information, see Setting up CLM (Contracts for Salesforce) to use Online Contract Collaboration with Salesforce Lightning, Setting up CLM (Contracts for Salesforce) to use Online Contract Collaboration with Salesforce Classic, and Working with Documents in CLM (Contracts for Salesforce).

Enhancements

There no new enhancements in this release.

Data Model Changes

There are no data model changes in this release.

Resolved Issues

The following table lists the issues resolved in this release.

Case Number	Conga Internal ID	Description
00108726/ 00109256	OCC-756/ OCC-757	A user observed incorrect alphabetical sequence formatting after opening a generated document.
00109311	OCC-761	A user observed incorrect numbering after opening a generated or regenerated document.
00109661	OCC-767	A user observed the change in font color after publishing the document.
NA	CFS-166/ CFS-178	Implemented security improvements.
N/A	CFS-190	When switching to the Documents tab the list of documents now refreshes automatically.
NA	CFS-191	Online Contract Collaboration documents are now sorted by the createddate field in CFS.
N/A	CFS-238	Improved document generation success and error messaging.
N/A	CFS-235	The Enable Secure Static Resources for Lightning Components Critical Update no longer causes errors with the application.

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

Conga Internal ID	Description
OCC-893	In the True Up mode, a user was unable to add a new line by pressing enter after accepting track changes. This issue was observed in Conga CLM (Contracts for Salesforce).
OCC-900	After swapping a standard clause with an alternate clause that consisted of an MS Word table with smart or read-only fields, a used encountered errors.

Known Issues

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

Conga Internal ID	Description
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 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: OCCSPR21RN20210302

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OCC Spring '21 Release Notes