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 Customer Success Manager (CSM) or Account Executive (AE) for information on your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
The following X-Author for Contracts package is automatically upgraded to the latest release without any intervention. Conga Contract Lifecycle Management (dependent package) is required to be upgraded to this release. Separate prerequisites for each feature can be found in the respective documentation. The packages marked as (New) are new in this release.
|Product||Latest Certified Version (Version Name | Version Number)|
X-Author for Contracts (New)
Conga Contract Lifecycle Management (New)
(Required if you are using Conga Contract Lifecycle Management)
12.1.0654 | 12.654
The previous two (n-2) versions of Conga Contract Lifecycle Management are also supported.
Conga CLM (Contracts for Salesforce) (New) (Required if you are using Conga CLM (Contracts for Salesforce))
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.
The following are the new features in this release.
Viewing Alternate Clauses
This feature allows you to view the already predefined alternate clauses that are associated with the standard clause during the negotiation process. For more information, see Viewing Alternate Clauses.
Regenerating Agreement Document with Redlines
This feature allows you to regenerate an agreement document with redlines from a selected template. For more information, see Regenerating an Agreement Document.
Support for Asynchronous Check-in
You can asynchronously check in an agreement document without having to wait for the check-in process to complete and continue working with X-Author Contracts. After the check-in is complete, you are notified via email. For more information, see Checking in an Agreement Document.
Intelligent Risk Management
This feature allows you to identify the risks during third party paper import using Artificial Intelligence (AI)/Machine learning (ML) and the risk rules defined by you. For more information, see Intelligent Risk Management.
The following is the new enhancement in this release.
Opening Agreement Document in the same instance
You can open the required agreement document in the same Microsoft Word instance without downloading it. For more information, see Opening an Agreement Document.
There are no fixed issues in this release.
The following table lists the issue fixed from the previous release.
|Case Number||Conga Internal ID||Description|
The following culture-specific date format is supported:
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
|XAJS-5256||When you checkout an older version of an agreement document in pending approval status, the lock message is not displayed.|
|XAJS-5176||Spanish Date format dd MMM yyyy is populating date field differently in CLM and X-Author for Contracts.|
A user encountered an OAuth error while logging in to the X-Author for Contracts on Microsoft Windows.
Workaround: Refresh the page or enter login credentials again.
If the template's name contains special characters, then the special characters are replaced with space. However, the template is saved as is in Conga CLM.
When you set a style for a segment that contains clauses or clause bundles, the selected style does not apply to the clauses or clause bundles in the agreement document. The user observes this behavior when working with X-Author for Contracts for Conga CLM (Contracts for Salesforce).
On clicking the Highlight option, the smart and read-only fields are highlighted thrice. This happens when you apply for Insert Comments and Track Changes protection while generating a document.
The formatting of the bulleted list is not proper when you perform the following actions:
|XAJS-3386||On performing Update from CLM and Preview Reconcile, the Contract date format in Croatian is converted to an invalid date.|
When you generate an agreement using a non-localized template, a currency prefix symbol is added to the currency data type field.
Workaround: Set APTS_DoNotPrefixCurrency admin entry to true while generating agreement documents.
|XAJS-3022||Incorrect values are displayed for smart fields after regenerating an agreement with a different template.|
|XAJS-2941||The Compare pane stops responding to changing the value of a smart field in the Current document and comparing it.|
|XAJS-2899||After creating a section and a third-level table and navigating to the Update From CLM screen, the values of smart fields appear as changed even if there were no changes made to smart fields.|
|XAJS-2885||The currency format for the reference lookup currency field is not displaying as per the record-level currency.|
On validating doc fields after deleting smart and merge fields, an error is displayed.
When you merge two versions of an agreement document generated with two different templates, you can view only revised version changes in the merged document.
|XAJS-2964||On clicking Reject changes, smart fields are appended with current values instead of replacing the value.|
|XAJS-2516||Inserting a nested clause disorganizes the clauses on the Doc Clauses tab.|
|XAJS-2700||A few built-in style segments do not apply in the generated document.|
|XAJS-2703||If an agreement document has any read-only lookup fields in the repeating table under the repeat section, the XAJS pane stops responding using the Update from CLM option.|
DOC ID: XACDEC21RN20211103