202408.3.0

13 Sep 2024

Managing Admin Console

New topic

Enabling Quick Contract Creation with Default Values

New topic

General Settings

Modified topic: Added the "Restrict Editing after Activation" setting.

Bulk Import

Modified topic: A note added in the "To upload the data" section in Bulk Import.

Creating a Contract

Modified topic: A note added in the "To create a contract" section for user role-based display of contract creation options.

Managing Custom Contract Relationships

Modified topic: "To create a custom contract relationship" section updated.

202408.2.0

30 Aug 2024

Validation Rules and Visibility Rules

New topic

Creating a Contract

Modified topic: "Visibility into the contract lifecycle stage" section updated to add information about the display of document generation activity.

Viewing Related Contracts

Modified topic: Steps related to Info icon to view Amendments and Renewals contracts and Other Contracts Removed. Screenshot showing the Other Contracts, Child Contracts, and Amendments and Renewals group by default added. Steps to filter records using Related Contract list added.

Contract Line Items

Modified topic: To configure View Settings section added

202408.1.0

16 Aug 2024

Comparing Clauses Versions

New topic

Viewing Clause Details

Modified topic:

• Removed steps on the clause content being displayed on the right panel when you select a clause.
• Removed step on the Show Changes toggle.
• Added steps about viewing the Details and Clause Content tabs.
• Added a note for the option to edit the Clause Details page layout.

Searching Contract Documents

Modified topic: Updated the step in "To search contract documents across multiple objects" section that according to the primary object specified in the search criteria, click the contract name or account name hyperlink to display the contract details or accounts details.

Viewing Related Contracts

Modified topic: Updated the content that the fields for the account and contract objects in the contract hierarchy card.

Preview and Submit

Modified topic: Updated the step in "Submitting an approval request" section that you can wait a few seconds or click Take Me Back Now button to redirect to the Contract Details page.

Sending a Contract for Simple Review

Modified topic: Updated the notes in Available Documents section and Add Attachments section to remove the mention of .msg file type not supported.

Sending a Contract for Microsoft 365 Review

Finalizing a Contract

Importing Documents Using Intelligent Import

Modified topic: Added a note in "To navigate to CCI from the Contract Details" section and added a reference link for more information on reviewing imported documents.

Creating a Contract

Modified topic: Added a reference link in "To import a document using Conga Contract Intelligence" section for more information on importing documents and files.

Configuring Adobe Sign Parameters in Conga Platform

Modified topic-Added the description for the Show reminder and expiration for end user toggle button

Sending Documents eSignature with DocuSign

Modified topic-Added a note about the Show reminder and expiration for end user toggle button and descriptions for Expiration and Reminders parameters.

Setting Up Conga Sign

Modified topic-Updated the prerequisites and steps to match the fields displayed in the UI.

Sign APIs

Modified API: The following API is moved from ESignature APIs to CLM APIs:

/api/clm/v1/sign/esignatures/wetsign/\{transactionId\}/end

Contract Relationship APIs

Modified API: Account number is included in response code of the following API.

GET /api/clm/v1/contracts/{contractId}/hierarchy

202407.2.0

02 Aug 2024

About User Profiles

New topic

Viewing Alternate Clauses

Modified topic: Added steps to view the alternate clause for a standard clause.

Reports and Dashboards

Modified topic: Updated a step in "To access Reports and Dashboards" section that you can access Reports and Dashboards from Contract Apps > CLM Dashboard.

Document Protection Setup

Modified topic: Updated the "To edit a document protection setting" section to indicate that protection level can be selected for user defined as well as automatic protection types.

Upload a Document

Modified topic: Included the newly supported file formats in the note in the step to upload files.

Using Conga Drive

New topic

Generating a Contract Document

Modified topic: Added a note in "To generate a contract document" section that the contract templates created using Conga Drive are listed for selection.

Regenerating a Contract Document

Modified topic: Added a note in "To update a contract document" section that the contract templates created using Conga Drive are listed for selection.

202407.1.1

19 Jul 2024

Customizing CLM using Custom Actions

New topic

Exporting Clause Records

New topic

Managing Incoming Request

Modified topic: Under "View Setting" section, added info about Added info about saving the filtered view and set it as the default vie

Working with Clauses

Modified topic: In "To view clause details" section, added a note about clause content displayed as HTML

Export Contract Details

Modified topic: Removed steps related to Export drop-down and added steps to click the download icon available above the contract list.

Managing Account's Contract Details

Modified topic: Added a link to Creating a Contract topic in To create a new contract for an account section for the users to understand the contract creation process.

Changing a Contract's Ownership

Modified topic: Added information about the email notifications sent to the contract owners along with the contract URL.

General Settings

Modified topic: Added a note for Watermark Text field

Document Format Setup

Modified topic: Added steps for Document Action and Default Watermark dropdown list in Add Document Format popup.

202406.2.0

05 Jul 2024

Generating a Document Summary

New topic

Creating a contract Request

Modified topic: Updated steps for contract creation through Fill out a contract form option and Import a document (both Import and Store executed document options) for contract type selection as the first step. Added a note about field display based on contract type selection.

Viewing Contract Documents

Modified topic: Added a step for the View Settings functionality.

General Settings

Modified topic: Added information about "Editable Contract Number for Contract Request Form" setting.

Creating a Contract Request

Modified topic: Added information about Contract Number field.

Customizing CLM Using Callbacks

Modified topic: Added description for new callback methods

202406.1.0

Sending a Contract for Simple Review

Modified topic:

• To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section.
• The note in To send a contract document for review section updated for contract document selection condition. The description at the end of the section updated to remove the content about separate emails sent for each selected contract-document-type document.

Sending a Contract for Microsoft 365 Review

Modified topic:

• To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section.
• The note in To send a contract document for review section updated for contract document selection condition.

Contract Rules

Modified topic: Added To clone a contract rule section

Viewing Activity History

Modified topic: Contract creation actions added to the list of activities displayed in the history.

202405.2.0

Configuring Reminders and Expiration Notifications

New topic

Configuring DocuSign Parameters in Conga Platform

Modified topic - Added steps for Reminders and Expirations configuration

Sending Documents for eSignature with DocuSign

Contract Rules

New topic

Use Case for Contract Rules

New topic

Submitting a Document Generation Request

New topic

Bulk Import APIs

APIs introduced:

• DEL api/clm/v1/import/jobs/{{jobId}}
• GET api/clm/v1/import/jobs/{{jobId}}/batch/{{batchId}}

Submit Request API

POST api/clm/v1/contracts/{contractId}/submitrequest

Creating a Contract

Importing Bulk Data

Modified topic - Added descriptions for refreshing the file status, downloading the error log, and deleting a file.

Sharing Records with Users

New topic

Reports and Dashboards

New topic

Working with Conga Copilot

New topic

Working with Related Items

New topic

Copilot APIs

APIs introduced:

• POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/summarize
• POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/chat

Editing a Contract Request

Modified topic - Added a note about editing a contract name.

202405.1.0

Recall a Signature Request

New topic

Configuring Reminders and Expiration Notifications

New topic

Sending Documents for eSignature with DocuSign

Modified topic - Added for the option to send the document directly to the recipient bypassing the DocuSign Console.

Contract Fields

Modified topic -

• Added information about email notification for Termination Notice Days.
• Added information about email notification for Expiration Notice Days.
• Updated descriptions for Contract Start Date and Contract End Date to add information related to Fixed Term term type contracts.

Managing Notifications

New topic

Searching Contract Documents

Modified topic - Added a topic to search contract documents across multi-objects.

Creating a Contract

Modified topic - Added 'Visibility into contract lifecycle stage' section.

Activating a Contract

Modified topic - Prerequisites section updated about start date and end date modified.

Configuring a Page Layout

Modified topic - Added information about assigning page layouts based on record type and user profile.

202404.2.0

25 May 2024

Deleting a Clause

Modified topic - Added a note that you cannot delete an alternate clause associated with a standard clause,

Managing Views

New topic

General Settings

Modified Document Naming Convention setting

202404.1.0

11 May 2024

Creating a Contract Request

Modified topic - Added note at the end of the page on:

• Creating multiple contract requests with "In progress" status.
• Editing an "In progress" contract request.

Contract APIs

APIs introduced:

• POST api/clm/v1/esignatures
• GET api/clm/v1/esignatures/signertypes

Configuring DocuSign Parameters in Conga Platform

Added a step to turn on or off the DocuSign Templates Enabled toggle.

Sending Documents for eSignature with DocuSign

Added a step to select a template from the Apply Templates dropdown.

202403.3.0

18 Apr 2024

Generating a Contract Document

Modified topic - updated the note about document format selection.

Regenerating a Contract Document

Modified topic - Updated the note about document format selection.

Working with In Effect View

Modified topic - Updated the "To view contract documents" section to include the link to download document

Template Filter Rules

Modified topic - Updated use case for setting up user-defined filters to narrow the list of templates

Sending a Contract for Simple Review

Modified topic - Added information about sequential increment of review cycle count

Sending a Contract for Microsoft 365 Review

Modified topic - Added information about sequential increment of review cycle count

Configuring Adobe Sign Parameters in Conga Platform

Viewing a Signed Document with Adobe Sign

Modified topic - Added a description for Retrieve as Combined Document setting

Configuring DocuSign Parameters in Conga Platform

Viewing a Signed Document with DocuSign

Modified topic - Added a description for Retrieve as Combined Document setting

202403.2.0

03 Apr 2024

Template Filter Rules

New topic

Setting Up Template Filter Rules

New topic

Configuring a Page Layout

New topic

Viewing Contract Documents

New topic

202403.1.0

20 Mar 2024

Deleting an Incoming Request

New topic.

Searching Clauses

Modified topic - Added a note about searching Standard or Alternate clauses by filtering Clause Format as X-Author or Web

Editing a Clause

Modified topic - Added a note on maximum number of 20000 characters can be entered in the clause text.

Importing Offline Documents

Modified topic - Updated the note to specify upload size limit.

Approval Rules

New topic.

Contract Fields

Modified topic - Added the approval statuses to the contract fields list.

Preview and Submit

Modified topic - Preview and submit an approval request from the Contract Details page.

My Approvals

Modified topic -Accessing the My Approvals page from the Contract Details page.

202402.2.0

06 Mar 2024

Creating an Account

Modified topic:

• Added details about selecting contacts as a primary point of contact for the account.
• Added details about selecting currency for an account from a picklist instead of manually entering it.

Working with Contract Terms

Modified topic - Contract End Date auto-calculation related information added to the notes for 'Fixed term' and 'Auto Renew' contract term type.

Importing Offline Documents

Modified topic - Added Restriction section.

Sending a Contract for Simple Review

Sending a Contract for Microsoft 365 Review

Modified topic - Added details about the enhanced confirmation message displayed upon review completion.

Searching Clauses

Modified topic - Added details about searching X-Author standard clause or alternate clause.

Editing a Clause

Modified topic - Added details about editing an X-Author standard clause.

202402.1.0

21 Feb 2024

Deleting Accounts

Modified topic. Added details about deleting multiple accounts from the Accounts list.

Deleting Contacts

Modified topic. Added details about deleting multiple contact from the Contacts list.

Exporting Contract Details

New topic.

Working with In-Effect View

Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window.

February'24

11 Feb 2024

Managing Accounts

New topic.

Accounts Interface

New topic.

Creating an Account

New topic.

Deleting an Account

New topic.

Searching Accounts

New topic.

Managing Account's Contact Details

New topic.

Managing Account's Contract Details

New topic.

Managing Contacts

New topic.

Contacts Interface

New topic.

Creating a Contact

New topic.

Deleting a Contact

New topic.

Searching Contacts

New topic.

Managing Contact's Contract Details

New topic.

Working with Contract Requests

New topic.

Contract Requests Interface

New topic.

Creating a Contract Request

New topic.

Searching Contract Requests

New topic.

Managing Incoming Requests

New topic.

Using Smart Search

New topic.

Searching Contract Documents

New topic.

Previewing Contract Documents

New topic.

Exporting Contract Documents

New topic.

Configuring the Approval Workflow

New topic.

Creating an Approval Flow

New topic.

Working with Approvals

New topic.

Preview and Submit

New topic.

My Approvals

New topic.

Importing Bulk Data

New topic.

Viewing Recently Viewed Contracts

New topic.

Changing a Contract's Ownership

New topic.

Deleting a Contract

New topic.

Defining Clone specifications

Modified topic.

Sending a Contract for Simple Review

Modified topic.

Sending a Contract for Microsoft 365 Review

Modified topic.

Finalizing a Contract

Modified topic.

Creating a Contract

Modified topic.

General Settings

Modified topic.

Viewing Activity History

Modified topic.

Contract Status Categories and Statuses

Modified topic.

Contracts APIs

Modified topic.

October '23

03 Oct 2023

Activating a Contract

Modified topic.

Adding Line Items

New topic.

Availability of Contract Actions

New topic.

Configuring a Default Signature Option

New topic.

Contract Fields

Modified topic.

Creating a Contract

Modified topic.

General Settings

Modified topic.

Generating a Contract Document

Modified topic.

Generating Supporting Documents

Modified topic.

Importing Documents using Intelligent Import

Modified topic.

Importing Offline Documents

Modified topic.

Joining Documents

New topic.

Regenerating a Contract Document

New topic.

Searching Contract Documents

New topic.

Sending a Contract for Office 365 Review

Modified topic.

Sending a Contract for Simple Review

Modified topic.

Sending a Contract for Wet Signatures

Modified topic.

Setting Up Document Format

Modified topic.

Setting Up Document Protection

Modified topic.

Using Clause Library

New topic.

Viewing Activity History

New topic.

Working with Clauses

Modified topic.

Working with Contract Terms

New topic.

Working with In Effect View

New topic.

Contract APIs

Modified topic.

June '23

07 Jun 2023

Setting Up Document Protection

New topic.

Post-Contract Lifecycle Actions

New topic.

Contract Status Categories and Statuses

New topic.

Activating a Contract

Modified topic. Added details about post-contract lifecycle actions.

General Settings

New topic.

Document Versioning Settings

New topic.

Preparing for Microsoft Office 365 Review

New topic.

Configuring Microsoft Office365 Connections

New topic.

Sending a Contract for Simple Review

Modified topic. Added details about label changes.

Sending a Contract for Microsoft 365 Review

Modified topic. Added details about label changes.

Creating a Contract

Modified topic. Added details about label changes.

PDF Security Settings

New topic.

Searching Contracts

New topic.

Setting Up Document Format

New topic.

Generating a Contract Document

New topic.

Generating a Contract Document

New topic.

Marking Required and Editable Fields on the Contract Details Page

New topic.

Defining Clone Specifications

New topic.

Document Versions

New topic.

Generating Supporting Documents

New topic.

Regenerating a Contract Document

New topic.

Sending a Contract for Wet Signatures

New topic.

Working with Dashboard

New topic.

Viewing Contract Hierarchy

New topic.

Working with Clauses

New topic.

Setting Up Conga Contract Intelligence (CCI)

New topic.

Importing Documents Using Intelligent Import

New topic.

February '23

08 Feb 2023

All topics are new in this release

N/A