What's New in CLM for Advantage Platform Documentation
The following section lists changes in the documentation to support each release.
Oct '26
These features are released on 5 October 2026.
|
Topic |
Description |
|---|---|
| Conversations Page and Global Inbox Enhancements | |
| Obligation Management and Fulfilment Enhancements | |
| Supplier Request and Supplier Enhancements | |
| Bulk Amendments | Bulk Amendments |
| My Conversations | |
| Amending a Contract | Contract Amendment Support for Microsoft Dynamics 365 |
| Conga CLM Data Write-Back and Document Synchronization for Microsoft Dynamics 365 | |
| Contract Management API and User Interface Enhancements | |
| Supplier Sanctions Screening | |
| Contract Review Cycle Revamp and Recipient Management | |
| Comparing Contract Documents | Document Comparison for Contracts |
| Clause Comparison and Similarity Analysis | Org-Level Contract Language Analysis Dashboard |
| Out-of-the-Box Roles | Out-of-the-Box Roles and Permission Groups for Conga CLM |
| Compliance Agent: Contract Compliance Screening, Reporting, and Document Management | |
| Enhanced Amendment Management & In-Effect View | |
| Supplier Contact Login Creation, Provisioning, and Onboarding Workflow | |
| Recycle Bin | Recycle Bin for Contract Documents |
202610.1.0 (Preview)
These features are preview released on 21 October 2026.
Topic | Description |
|---|---|
| Supplier Portal | Supplier Portal Activity History: Filtered View for Supplier Contacts |
| Conga Developer Portal | Admin Setup Page for Action Pre-Validation and Status Mapping |
| Reviewer Response and Comments Visibility in Review Cycle | |
| Migration from Staged to Lifecycle Workflow | Migration from Staged Workflows to Lifecycle Workflows for Contract Lifecycle Management |
| Sending a Contract for Review (Modern UI) | Add Documents from Related Contracts to Review |
| Recurring Obligations | Exclude Completed Recurring Obligations from Amendment |
| Supplier Portal Enhancements for Contracts and Obligations | |
| CLM Quickstart for Platform | CLM Quickstart: End-to-End GTM Business Flows with OOTB Roles |
| CLM tools on MCP server - Read Tools. | CLM Advantage platform Tools on MCP Server |
| CLM tools on MCP server - Write Tools. | Conversational CLM Access via Chat |
| AiMe as a Contracting Agent | AiMe as a Contracting Agent |
| Obligation Notifications | Direct Access to Obligation Details from Email Templates in Supplier Portal |
| Global Document Type Inheritance for Contract Attachments | |
| Term Type Validations for Contract Requests | Contract Request Form: UI Validations for Term Type, Start Date, End Date, and Duration |
202609.2.0
These features are released on 21 October 2026.
Topic | Description |
|---|---|
| Exclude Expired and Terminated Contracts from Duplicate Contract Request Checks | |
| Conversations | Conversation Thread Read Status Update for Record Owners |
| Clause Comparison and Similarity Analysis | Automatic Clause Comparison at Contract Execution |
| Sending a Contract for Review (Modern UI) | Document Protection for Simple Review Documents |
| Deleting a Contract Request | Show Related Requests in Delete Confirmation for Bundled Contract Requests |
| Sending a Contract for Review (Modern UI) | Permit Delegation Credential Confirmation for O365 Review Submission |
| Editing the Document Group of a Contract Document | Document Group Editing Restriction for Regenerated and Child Documents |
| Activating a Contract Manually | Document Version Retention During Contract Activation |
| Smart CPQ Integration with Conga CLM | |
| SAP Ariba Workspace Integration | Standalone Procurement Agreement Creation and SAP Ariba Integration |
| Email Template Creation | Contract Request Notification Template Updates |
202609.1.0
These features are released on 5 October 2026.
|
Topic |
Description |
|---|---|
| Supplier and Request Management Enhancements | |
| Viewing a Global Document | Delete Action for Global Documents |
| Duplicate Check for Contract Requests | |
| Delete Contract Requests and Bundled Contract Requests | |
| Supplier Sanctions Screening | |
| Supplier Contacts Enhancements | |
| Enhanced Global Conversations: Direct Post Creation | |
| Creating a Post | Mention Handling for Removed Participants in Conversation Posts |
202608.3.0
These features are released on 21 September 2026.
|
Topic |
Description |
|---|---|
| My Requests Grid: Expanded Requester and Creator Visibility | |
| Dynamic Lookup Filters for CLM Layouts | Dynamic Lookup Field: Alternate Parent Reference Name and Filter Logic Support |
| Configuring Contract Request Auto-numbering | Contract Request Number Format Configuration |
| Signing Order for Signer Team Roles in Contract Teams | |
| Configuring Duplicate Checks for Contract Requests | Duplicate Check Rule Configuration for Contract Requests |
| Uploading a Third-party Paper with Enhanced Flow | Restriction on Review and Signature Actions during DAI Extraction |
| Recalling a Signature Request | Recall Conga Sign Signature Request |
| Downloading Contract Documents | Contract Document Download from Contract List |
| Comparing Contract Documents | Document Version Comparison |
| Compliance Agent | Compliance Agent |
| Supplier Approval Status Handling with Multiple Approvers |
202608.2.0
These features are released on 8 September 2026.
|
Topic |
Description |
|---|---|
| Hiding Navigation Menus on the Contract Record | Action-Level Permissions for Left Navigation Menus on Contracts |
| Search in Global Documents for Conversation Attachments | |
| Global Document Management for Accounts | |
| Policy-based Access Control for Document Group Entity | |
| Callback Methods for Agreement Object | Custom Lifecycle Logic Using Callbacks |
| Document Visibility Setting |
| Contract Editing: Disable Actions Panel and Top-Bar Controls | |
| Contract Request Settings | Criteria Component for Rule-Based Configuration |
| Standardized Risk Category Values and Undefined State Handling |
202608.1.0
These features are released on 25 August 2026.
|
Topic |
Description |
|---|---|
| Migrating Contracts from Staged Workflow to Lifecycle Workflow | Migration from Staged Flow to Lifecycle Workflow |
| Uploading a Document | Support for Additional File Formats in Uploading Contracts Document |
| Dynamic Lookup Filters for CLM Layouts | Lookup Field Filtering Based on Multiple Lookup Fields |
| Contract Relationships | Parent Designation in Contract Relationship Linking |
| Viewing Contract Documents | Document Preview in In-Effect View |
| Viewing the Executed Document for an Opportunity | Conga CLM-Dynamics 365 Integration: Executed Agreement Document Write-Back |
| Viewing Contracts for an Opportunity | Conga CLM-Dynamics 365 Integration: Contract Data Write-Back to Opportunity Records |
| Additional Columns in Selected Documents During Send for Review and Send for Signature | |
| Out-of-the-Box Roles | Conga CLM Read Only Role and Permission Group |
| Image and Table Support in Conversation |
202607.2.0
These features are released on 10 August 2026.
|
Topic |
Description |
|---|---|
| Uploading a Document to the Repository | Edit Action Support for Global Documents |
| Contract Request Creation from Account and Opportunity Pages | |
| Amending a Contract | Conga CLM-Dynamics 365 Integration: Contract Amendment |
| Configuring Document Requirements | Document Requirement Configuration |
| Finishing a Contract Document Review | Simple Review Validation for Document Upload |
202607.1.0
These features are released on 27 July 2026.
|
Topic |
Description |
|---|---|
| My Conversations | View My Conversations: Functional ID Hyperlink and Navigation in Entity ID field |
| CLM Feature Management | Enhanced Contract Request Feature Toggle |
| Obligation Notifications | Reminder Notifications for Supplier Contacts |
| Obligation Notifications | Overdue Obligation Notification to Supplier Contacts |
| Obligation Notifications | Obligation Due Date Reminder Notifications for Supplier Contacts |
| My Conversations | Unread Conversations Toggle in Conversations List |
| Contract Relationships | Account and Supplier-Based Filtering in Contract Relationships |
| Out-of-the-Box Roles | Conga CLM Template Admin Role and Permission Group |
| Out-of-the-Box Roles | Conga CLM Legal Role and Permission Group |
| Creating a Playbook | Redline Agent: Drag-and-Drop Rearrangement of Associated Rules |
| Creating a Clause Level Rule | Redline Agent: Clause Name Field for Custom Clause Rule Creation |
202606.2.0
These features are released on 13 July 2026.
|
Topic |
Description |
|---|---|
| Uploading a document to the repository | Increased File Upload Size Limit for Global Documents |
| Dynamic Lookup Filters for CLM Layouts | Dynamic Lookup Field Criteria by Layout for Agreement |
| CLM Feature Management | Global Documents Feature Toggle |
| Obligation Notifications | Obligation Notification Support for Supplier Contacts |
| Creating an Obligation | Dynamic Assignee and Reviewer Lookup Based on Accountable Party |
| Out-of-the-Box Roles | Conga CLM Contract Manager Role and Permission Group |
| Out-of-the-Box Roles | Conga CLM Requester Role and Permission Group |
| Deleting One or More Contract Documents | Recycle Bin for Contract Documents |
202606.1.0
These features are released on 29 June 2026.
|
Topic |
Description |
|---|---|
| Activating a Contract | Agreement Activation with Documents Having Blank Type |
| Creating a Contract | Contract Name Auto-Population and UI Validation Update |
| Filter Record | Dynamic Saved Views with Relative Date and Logged-In User Filters |
| Supplier Management | Suppliers Page: Seeded "All Suppliers" and "My Suppliers" Tabs |
| Conversations | My Conversations View |
| Obligation Fulfillment in Modern UI | Improved Fulfilment Management in Modern UI |
202605.2.0
These features are released on 15 June 2026.
|
Topic |
Description |
|---|---|
| Creating a Contract Request | Contract Group Field Handling for Multiple Contract Request Bundles |
| Conga Developer Portal | Intent-based Validation for Contract Request Bundles |
| Editing One or More Contracts | Sticky Footer for Save and Cancel Buttons on Edit Record Screen |
| Obligation Fulfillment Lifecycle | Restrictions on Terminal Status Fulfillments |
| Document Format Setup | PDF/A Format Option Removal from Template Selection Page |
| Creating a Contract Request | Multiple Contract Request: Enforce Consistent Intent Type Selection |
| Contract Requests | Incoming Requests Display for Approved Contract Requests |
| Roles and Permission Groups. | Role-Based Access Control for Left-Side Menu Items in Conga Next UI |
| Creating a Contract Request | Document Upload Section in Contract Request Wizard |
| Team Roles | Team Role Management Restrictions |
Jun '26
These features are released on 1 June 2026.
|
Topic |
Description |
|---|---|
| Creating an Account | Enhanced Account Page in the Modern UI |
| Contract Relationship Tree View and Contract Hierarchy Visualization API | |
| CLM Experience and Efficiency Improvements | |
| Contract Requests | Contract Request Bundle Management |
| Global Documents Repository | |
| Conga CLM Embedded Interface for Microsoft Dynamics 365 | |
| CLM Report. | Out-of-the-Box Dashboards and Scheduled Reports |
| Improved Third-Party Paper User Experience | |
| Legal Entity and Business Unit pages in the Modern UI | |
| Implementation Tasks for CLM | |
| Tasks Across Contract Lifecycle. | Task Management Enhancements |
| Conversations: Advanced Collaboration and Messaging for Contract Stakeholders | |
| Recurring Obligations and User Group Assignment Support | |
| Creating a Contract Request | Third?party Paper Support for Contract Requests |
| Obligation Management User Experience Enhancements |
202605.1.0
These features are released on 1 June 2026.
|
Topic |
Description |
|---|---|
| Conga Developer Portal | Contract Hierarchy Visualization API: Tree View and Data Integrity Updates |
| Managing Conversation Participants | Inline Notification for Manage Participants |
| Conversations | Email Notification with Conversation History for Added Participants |
| Legal Entity Create Button Controlled by RBAC and Property-Based Access Control | |
| Viewing the Contract Details of an Account. | Contract Relationship Tree View |
| Global Documents Repository | |
| Microsoft 365 Review. | Recipient Differentiation in O365 Integration |
| CLM Report | Legal Dashboard for Contract Lifecycle Management |
202604.2.0
These features are released on 19 May 2026.
|
Topic |
Description |
|---|---|
| @Mention Tagging for Non-Participant Users in Conversation Threads | |
| CLM Report | Conversation Reports Export Enhancements for Contracts |
| Roles and Permissions | Permission Sets for Conversations |
| Filtering Conversations by Contract Number | Contract Number-Based Filtering in Conversation Threads |
| Workflow Activity Reassignment Button and Configuration Updates | |
| Obligation Fulfillment | Overdue Obligation Notification for Assignees |
| Roles and Permission Groups | Role-Based Access Control for Conversations on Contract Requests and Supplier Requests |
| Add Global Documents as Attachments in Conversations | |
| Conversations | @Mention Tagging in Collaboration Posts |
202604.1.0
These features are released on 5 May 2026.
|
Topic |
Description |
|---|---|
| Creating an Account | Account Page PBAC Permission Management |
| Conversations | Mention Display and Highlighting in Conversation View |
| Obligation Fulfillment | Obligation Due Date Reminder Notifications |
| Conversations | Context Object Integration (COI) for Conversations |
| Viewing Conversations | Aggregated Conversations and Unified Visibility Across Contract Amendments |
| Creating a Contract Request from an Opportunity | Dynamics 365 Integration: Contract Request Creation from Opportunity |
| Creating a Contract Request from an Account | Dynamics 365 Integration: Contract Request Creation from Account |