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OCC Summer '21 Release Notes
This release note contains the following information about Online Contract Collaboration (OCC) Summer '21 Release.
For more information on new features, enhancements, and document improvements refer to What's New in OCC Documentation.
- 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 documentation. The packages marked as (New) are new packages in this release.
| Package | Latest Certified Version (Name | Number) |
|---|---|
Conga Contract Lifecycle Management (New) (Required if you use Conga CLM) | 12.1.0630 | 12.630 |
Conga (CLM) Contracts for Salesforce (New) (Required if you use Conga (CLM) Contracts for Salesforce) | 2.53 |
| Conga OCC (New) | 1.5
If you are an existing user, the OCC package is automatically upgraded. |
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.
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
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:
Conga recommends the latest stable version of the browser for the best performance. 
Internet Explorer is not supported. |
New Features
There are no new features in this release.
Enhancements
The following enhancements are new in this release.
Enhanced User Experience While Publishing a Document
After you update a document and click Publish, you can see the new publish popup with updated publishing options in the Summer '21 release. The following table lists the publish options that were available before Summer '21 and corresponding options and steps you need to follow in Summer '21 release.
| Before Summer '21 | Summer '21 |
|---|---|
| With Redlines | No action required. |
| Without Redlines | From the Additional Options, select Publish a clean version checkbox. In the Is this a final version? option, leave the No checkbox selected. |
| Final to be signed | From the Additional Options, select Publish a clean version checkbox. In the Is this a final version? option, select the Yes checkbox. |
Get Started
For details on publishing a document, refer to Publishing Documents.
Ability to Include or Remove Watermark While Publishing a Document
While publishing a document, you can select the Include Watermark checkbox to add a watermark to your document. When you select options to publish the document as final to be signed, the checkbox is disabled and the checkbox label is updated to Watermark will not be included. If there is a watermark in the document while publishing the document as final to be signed, the watermark is automatically removed after you publish the document.
When there is a watermark in the document while publishing, you can see the Remove Watermark checkbox instead of the Include Watermark checkbox. You can select the Remove Watermark checkbox to remove the watermark from the document.
Get Started
For details on publishing a document, refer to Publishing Documents.
Ability to Delete Documents in the Documents Tab
After you select the documents displayed in the Documents tab, the Delete button is enabled on the header of the Documents tab. Administrators can disable the Delete button for selected user profiles to restrict the deletion of documents.
Get Started
For details on the delete button, refer to Configuring Documents Tab in Lightning and Working with Documents in CLM.
Notification Messages on Navigating Away from OCC
If you have updated the document or opened a pane and you refresh, reload, close the tab, or click the back button on the browser, you will see a message that the updates to the document will not be saved if you navigate away from the page. You can select an option on the message according to your requirement and choose to stay on the page or navigate away from the page.
For details on working with documents, refer to Working with Documents in CLM.
Ability to Add Page Breaks in a Document
In OCC, you can view existing page breaks and add page breaks in a document. You can add page breaks in Editing UI mode by clicking the page break icon (
) from the text formatting options.
Get Started
For details on adding page breaks, refer to Working with Documents in CLM.
Introduced Pagination Widget on OCC Toolbar
The pagination widget allows you to view page numbers and navigate through pages.
Get Started
For details on working with the OCC toolbar, refer to Working with Documents in CLM.
Enhanced Clauses Tab in the Smart Data Pane
You can see multiple smart clauses in the Clauses tab in the Smart Data pane.
Get Started
For details on the clauses tab, refer to Working with Smart Data.
Ability to Select a Table
When you hover over a table, the table is highlighted in yellow. Click 
to select the whole table.
Get Started
For details on selecting a table, refer to Working with Documents in CLM.
Alternate Clause Management for CLM (Contracts for Salesforce)
CLM (Contracts for Salesforce) now supports clause management with OCC.
Get Started
For details on clause management, refer to Replacing a Clause with an Alternate Clause.
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 |
|---|---|---|
| 00112107 | OCC-975/ | A user observed that the existing bullet formatting was not retained when the user redlined, inserted, or swapped a clause. After inserting a clause within a paragraph that has numbered bullets, the user observed that the bullet formatting was disrupted. |
| 00112988 | OCC-1008 | After opening a document in OCC, the content in the agreement document appeared distorted. |
| 00115742 | OCC-1215 | When the table borders are configured to be hidden in the template, a user was able to see the table borders in OCC. |
00115136 | OCC-1224 | When a user clicked Open & Edit, the document did not load in OCC. |
The following table lists the known issues resolved from the previous release.
| Conga Internal ID | Description |
|---|---|
| OCC-1173 | When a user inserted clauses with smart fields and read-only fields, the existing bullet formatting was disrupted. |
| OCC-283 | When a user inserted a clause in a document with a word table containing smart fields, the smart fields were converted to merge fields after publishing the document. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| Advanced formatting | |
OCC-1271 | When a user rejects an alternate clause, bullets in the standard clause are not retained. |
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-1272 | When a user inserts a clause with sub-bullets and publishes the document, the sub-bullets appear in a different format. |
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: OCCSUM21RN20210705