October '24

01 Oct 2024

Managing eSignature Setup

New topic

Sending Transactions with Conga CLM

New topic

Sending an Agreement Document for Google Docs Review

New topic

Admin Entries

Comply User Property

Modified topic: Added the "Enable Copilot" comply user property.

Setting up Salesforce Org with Conga Platform for CLM

New topic

Tenant Onboarding

New topic

Accessing Conga Copilot

New topic

Working with Conga Copilot

New topic

Asking Chat-formatted Questions

New topic

Use Case for Chat Questions

New topic

Summarizing a Document

New topic

Configuring the Salesforce Org

New topic

Configuring a New Authentication Provider

New topic

Creating Remote Site Settings

New topic

June '24

12 Jun 2024

Terminating an Agreement

New topic

Expiring an Agreement

New topic

Creating an Agreement

Modified topic: Added a note about Google Drive Enabled check box

Managing Templates

Modified topic: Added information about Conga for Google Docs

Agreement Fields

Modified topic: Added Google Drive Enabled field

Generating an Agreement

Modified topic:

• Added topic for generating and regenerating an agreement using Google Docs template.
• Added info on the View link from the Document Versions related list.

Comply System Properties

Modified topic: Updated Merge Webservice Endpoint and added Enable Google Drive fields

Custom Permissions

Modified topic: Added the custom permission Contract Lifecycle Management.Apttus.XA_DisableAutoCheckout

Finalizing an Agreement

Modified topic:

• Added a note about entering the template name or its unique name in the search box to search for templates.
• Added information about sending the document in PDF format.

Sending an Agreement Document for Review

Modified topic: Added a note about entering the template name or its unique name in the search box to search for templates.

Sending an Agreement Document for Parallel Review

Modified topic: Added a note about entering the template name or its unique name in the search box to search for templates.

Admin Entries

Modified topic: Added the following admin entries:

• APTS_AgreementName_Default
• APTS_AgreementName_Amend
• APTS_AgreementName_Clone
• APTS_AgreementName_Renew
• APTS_StatusCategoriesToExclude
• APTS_StatusCategoriesToInclude

Viewing Agreement Hierarchy

Modified topic: Introduction modified to include display of related agreements of the amended and renewed agreements in the Agreement Hierarchy.

Viewing Account's Agreement Hierarchy

Modified topic: Introduction modified to include display of related agreements of the amended and renewed agreements in the Account's Agreement Hierarchy.

Setting Up Microsoft 365 Review

Modified topic:

• Delegated Permission Flow section updated to include "User.ReadBasic.All" permission support
• Added description for Allow Accept/Reject from Third Party checkbox

February '24

07 Feb 2024

Admin Entries

Modified topic. Added details about the following admin entries:

• APTS_RestrictDocumentFileFormat
• APTS_DefaultSendersforReview_SendToOffice365Review
• APTS_DefaultSendersforReview_SendToOffice365InternalReview
• APTS_DefaultSendersforReview_SendToOffice365ExternalReview
• APTS_DefaultSendersforReview_SendToOtherPartyForReview
• APTS_DefaultSendersforReview_SendToOtherPartyForSignatures
• APTS_GenerateSupportingDocumentName

Importing Offline Documents

Modified topic. Added a note regarding import file format restriction.

Comply System Properties

Modified topic. Renamed "CLM Lite Profile(s)" system property to "CLM Lite Profile(s)/PermissionSets".

Setting Up Lite User License

Modified topic.

Renamed "CLM Lite Profile(s)" system property to "CLM Lite Profile(s)/PermissionSets".

Lite License Compliance Report screenshot replaced.

October '23

16 Nov 2023

Configuring Email Service for Ending an Office 365 Review by Email

Modified topic. Added a note that this functionality is only available through app level flow and not delegated flow.

03 Oct 2023

Sync Data between Salesforce and Platform for CLM

New topic.

Finalizing an Agreement

Modified topic. Updated configuration steps per new UI.

Activating an Agreement

Modified topic. Added details about document attachment options for activation notification.

Configuring Email Service for Ending an Office 365 Review by Email

New topic.

Sending an Agreement Document for Collaborative Review Using Office 365 Review

Modified topic. Added the following details:

• Completing the Office 365 review cycle via email
• Restrictions for external reviewers
• Email notification for Office 365 review

Comply User Properties

Modified topic. Added details about the Show Add More Button During Signature comply user property.

Admin Entries

Modified topic. Added the following admin entries:

• APTS_RLPInstanceSettings
• APTS_EndOffice365ReviewEmailServiceAddress
• APTS_IncludePrimaryContact

Sending an Agreement Document for Review

Sending an Agreement Document for Parallel Review

Sending an Agreement Document for Collaborative Review Using Office 365 Review

Finalizing an Agreement

Modified topics. Added details about the APTS_IncludePrimaryContact admin entry.

June '23

06 Jun 2023

Activating an Agreement

Modified topic. Added prerequisite about the APTS_AgreementDocumentActivateMaxFileSize admin entry.

Admin Entries

Modified topic. Added the following admin entries:

• APTS_AgreementDocumentActivateMaxFileSize
• APTS_AsyncCloneAmendRenew

Managing Agreement Lifecycle Post-Activation

Updated overview.

Sending an Agreement Document for Parallel Review

Modified topic. Added details about retrying the review.

Running Wizards in Lightning

Modified topic. Added details about wizard enhancements.

February '23

19 May 2023

Sending an Agreement Document for Parallel Review

Modified topic. Added details about retrying the review.

05 May 2023

Managing Office 365 Review

New topic.

Preparing for Office 365 Review

New topic.

Setting Up Office 365 Review

Modified topic. Added details about SharePoint and Azure app configuration.

02 Jan 2023

Sending an Agreement Document for Collaborative Review Using Office 365 Review

Modified topic. Added details regarding the mixed review.

Managing Microsoft 365 Review

Modified topic. Added details regarding the SharePoint site configuration.

Activating an Agreement

Modified topic. Added details about restricting email notifications and selecting publish option.

Admin Entries

Modified topic. Added the following admin entries.

• APTS_RestrictEmailToCurrentUserOnActivate
• APTS_ActivateDocumentsSelectAll
• APTS_ActivateDocumentsSelectable
• APTS_ActivateDocumentsPublishAll admin entries

Importing an Offline Document

Modified topic. Added details about removing meta data in the imported documents.

Configuring Activation Settings

New topic. A new feature for this release.

September '22

08 Aug 2022

Sending an Agreement Document for Collaborative Review Using Office 365 Review

Modified topic. Added details regarding adding or removing reviewers.

Merging Documents in Salesforce Lightning

Modified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.

Admin Entries

Modified topic. Added details about the APTS_DefaultHeaderFooterOptionForMerge admin entry.

Lite User License FAQs

Modified topic. Added a FAQ.

Upgrading Conga CLM

Modified topic. Added upgrade details.

22 Apr 2022

Generating Registration Setting

Modified topic. Added a prerequisite and updated contact information.

Configuring CSP Trusted Sites

Modified topic. Updated contact information

08 Apr 2022

Setting Up Conga Contract Intelligence for CLM

New topic. A new feature for this release.

Importing an Offline Document Using Contract Intelligence for CLM

New topic. A new feature for this release.

05 Apr 2022

Sending an Agreement Document for Collaborative Review using Office 365 Review

New topic. A new feature for this release.

Configuring Office 365 Settings

New topic. A new feature for this release.

December '21

22 Apr 2022

Generating Registration Setting

Modified topic. Added a prerequisite and updated contact information.

Configuring Trusted CSP Sites

Modified topic. Updated contact information.

27 Dec 2021

Provisions Supported by Conga AI

New topic. A new feature for this release.

Supported File Sizes in Lightning

Modified topic. Added file size limits for Conga AI

Managing Offline Agreements

Modified topic. Added details about Conga AI

17 Dec 2021

Admin Entries

Modified topic. Added details about APTS_TranslatePickValuesInDocs.

29 Oct 2021

Adding the Review Status Panel on the Agreement Detail Page

New topic. A new feature for this release.

Prerequisites for Parallel Review

Modified topic. Added prerequisites.

Configuring the Send for Review Custom Button

New topic. A new feature for this release.

Supported File Sizes in Lightning

Modified topic. Added file size limit for the cloned, amended, and renewed agreements.

Importing an Offline Document

Modified topic. Added details about importing an offline document by updating an existing document version.

Comply System Properties

Modified topic. Added the Ancestor selection for Import Offline comply system property.

Status and Status Categories

Modified topic. Added details about In Clause Approval status.

Admin Entries

Modified topic. Added details about APTS_AgreementStatusOnClauseApproval.

Enabling and Customizing the Action Panel

Modified topic. Added details about Upload Reviewed Document and Send for Conga Sign.

Sending an Agreement Document for Parallel Review

Modified topic. Added details about the new UI for sending documents for review.

Installing Conga CLM

Modified topic. Removed details about user experience analysis.

Working with Documents

Modified topic. Added details about configuring the columns.

Configuring Documents Tab in Lightning

Modified topic. Added a prerequisite.

Comply User Properties

New topic. A new feature for this release.

Configuring APTS_ComplyConfig

Modified topic. Added details about copying documents to the cloned, amended, or renewed agreement.

Summer '21

22 Apr 2022

Generating Registration Setting

Modified topic. Added a prerequisite and updated contact information.

Configuring CSP Trusted Sites

Modified topic. Updated contact information.

09 Aug 2021

Registering for Conga Upgrade Program

New topic.

Installing Conga CLM

Modified topic. Added details about registering for push upgrade.

Upgrading Conga CLM

Modified topic. Added details about registering for push upgrade.

Configuring Notification Email for Review Cycle Cancellation

New topic.

05 Jul 2021

Setting Up Quick Search on the Home Page

New topic. A new feature for this release.

Populating the File Size Field

New topic. A new feature for this release.

Configuring Documents Tab in Lightning

New topic. A new feature for this release.

Generating Registration Setting

New topic. A new feature for this release.

Configuring Old Activation UI

New topic. A new feature for this release.

Configuring the Send for Review Custom Button

New topic. A new feature for this release.

Working with Documents

New topic. A new feature for this release.

Using Smart Search to Search Content in Agreement Documents in Lightning

Modified topic. Added details about Smart Search enhancements.

Configuring Intelligent Discovery Settings

Modified topic. Added details about deleting intelligent data discovery settings.

Migrating Mappings from Salesforce to Intelligent Data Discovery

Modified topic. Added details about migrating mappings from Salesforce to intelligent data discovery.

Mapping Provisions to Project-Record Type

Modified topic. Added details about delete mappings from the AI engine.

Sending an Agreement Document for Review

Modified topic. Added details about new UI.

Sending an Agreement Document for Parallel Review

Modified topic. Added details about the following enhancements:

• New UI for sending documents for parallel review
• Sending multiple documents for parallel review
• Character limit for end review comments
• Adding multiple contacts to a review cycle
• Configuring email notifications for review cycle cancellation

Activating an Agreement

Modified topic. Added details about publishing options.

Reviewing an Agreement Created by Intelligent Discovery

Modified topic. Added details about the new UI.

Supported File Sizes in Lightning

Modified topic. Added details about file sizes supported by Smart Search.

Admin Entries

Modified topic. Added details about APTS_SkipFileSplitWhileSavingFile.

Comply System Properties

Modified topic. Added details about the following properties:

• Parallel Review for related agreements
• Filter By The Primary Agreement Status

Spring 2021 (Rev C)

Custom Permissions

Modified topic. Added a note about default permission.

Assigning Custom Permissions to User Profiles

Modified topic. Added a note about default permission.

Spring 2021 (Rev B)

Migrating Attachments to Files

Modified topic. Added a prerequisite.

Admin Entries

Modified topic. Added APTS_SkipFileSplitWhileSavingFile admin entry.

Spring 2021 (Rev A)

Upgrading Conga CLM

Modified topic. Added a post-upgrade task.

Spring 2021

Upgrading Conga CLM

Modified topic. Added details about upgrading CLM.

Setting Up Organization-Wide Email Addresses

New topic. A new feature for this release.

Comply System Properties

Modified topic. Added the following comply system properties:

• Organization-Wide Email Address Display
• Use Organization-Wide Email Address

Deprecated Enable Online Contract Collaboration property.

Admin Entries

Modified topic. Added the following admin entry:

• APTS_ExcludedNamespaces

Configuring Wizards as Self-Service with Salesforce Sites and Communities

Updated section. Removed content related to guest users.

With the Spring ’21 release, Salesforce has removed the View All, Modify All, edit, and delete permissions for guest users in all orgs. Hence, Conga CLM does not support guest user access.

Configuring the Availability of Custom Buttons

Modified topic. Added details about configuring custom buttons.

Enabling and Customizing the Action Panel

Modified topic. Added details about configuring custom buttons.

Editing Classic Email Templates

New topic. A new feature for this release.

Configuring New Activation UI

New topic. A new feature for this release.

Configuring In-Effect View Page Header

New topic. A new feature for this release.

Configuring MS Teams Setting

Modified topic. Added details about MS Teams job.

Configuring Smart Search

New topic. A new feature for this release.

Online Contract Collaboration

Removed content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) Administrator Guide for information related to OCC.

Mapping Clauses and Fields to Provisions

Removed page. Deprecated feature.

Reviewing an Agreement Created by Intelligent Discovery

Modified topic. Added details about tracking the document upload progress and viewing large processed documents in the document viewer.

Accessing In-Effect View

Modified topic. Added details about configuring In-Effect View header fields.

Activating an Agreement

Modified topic. Added details about the new activation UI.

Sending an Agreement Document for Parallel Review

Modified topic. Added details email notifications.

Using Smart Search to Search Content in Agreement Documents in Lightning

New topic. A new feature for this release.

Online Contract Collaboration

Removed content related to Online Contract Collaboration. See the Online Contract Collaboration (OCC) User Guide for information related to OCC.

Sending a Document for Signatures

Added details about the sendForSignature API.

Winter 2020 (Rev E)

Configuring Wizards as Self-Service with Salesforce Sites and Communities

Updated section. Removed content related to guest users.

With the Spring ’21 release, Salesforce has removed the View All, Modify All, edit, and delete permissions for guest users in all orgs. Hence, Conga CLM does not support guest user access.

Winter 2020 (Rev D)

Managing Alternate Clauses

New topic. A new feature for this release.

Configuring OCC Permissions

New topic. A new feature for this release.

Winter 2020 (Rev C)

Configuring Email Templates in Lightning

Modified topic. Changed the temporary folder name.

Winter 2020 (Rev B)

Installing Conga CLM

Modified topic. Added details about the new theme.

Configuring Intelligent Discovery Settings

Modified topic. Added details about useAnalytics.

Enabling and Customizing the Action Panel

Modified topic. Added the following custom buttons:

• In Effect View
• View Hierarchy

Winter 2020 (Rev A)

Tracking Agreement Clause Versions

Modified topic. Updated clause actions.

Reviewing an Agreement Created by Intelligent Discovery

Modified and renamed the topic.

Winter 2020

Contract Lifecycle Management with Salesforce Lightning

Modified topic. Added details about the new action panel.

Enabling and Customizing the Action Panel

Modified topic. Added details about configuring the action panel.

Admin Entries

Modified topic. Added the following admin entries:

• Added APTS_SkipContentSearchForActivation
• APTS_SkipRemoveDraftDocumentOnActivation
• APTS_RetainFileNameForParallelReviewMergedDocument

Updated the following admin entries:

• APTS_AsyncMergeEmail
• APTS_ContentRepositoryType

Removing the Path Field

New topic. A new feature for this release.

Configuring Email Templates in Lightning

New topic. A new feature for this release.

Configuring OCC Access Modes and Sharing Settings

New topic. A new feature for this release.

Configuring Intelligent Discovery Settings

Modified topic. Added new configuration steps. Renamed Intelligent Import as Intelligent Discovery.

Configuring Intelligent Discovery Status Panel in Lightning

New topic. A new feature for this release.

Conga CLM on Salesforce Lightning

Modified topic. Added details about the new action panel.

Reviewing an Agreement Created by Intelligent Discovery in Classic

Modified topic. Added details about:

• Importing large files
• Accessing highlighted, non-highlighted, and processed documents that are retrieved from Kira.

Activating an Agreement

Modified topic. Added details about skipping steps during activation.

Sending an Agreement Document for Parallel Review

Modified topic. Added details about:

• Canceling review
• Uploading a reviewed document
• Refreshing review cycle status
• Ending review
• Sending large files for review
• Retaining file name for the merged document

Sending an Agreement Document for Review

Modified topic. Updated configuration steps.

Activating an Agreement

Modified topic. Added details about skipping steps during activation and updated configuration steps.

Importing an Offline Document

Modified topic. Updated configuration steps.

Importing Supporting Documents

Modified topic. Updated configuration steps.

Working with Different UI Modes

New topic. A new feature for this release.

Launching Documents

Modified topic. Added details about access modes. Removed content related to document protection.

Accepting or Rejecting Suggestions in Documents

Modified topic. Renamed the topic. Added details about access modes. Removed content related to document protection.

Working with Comments

Modified topic. Added details about access modes. Removed content related to document protection.

Working with Smart Data

Modified topic. Added details about access modes. Removed content related to document protection.

Working with Clause Library

Modified topic. Added details about access modes. Removed content related to document protection.

Publishing Documents

Modified topic. Added details about access modes. Removed content related to document protection.

Limitations

Modified topic. Added new limitations.

FAQs

Modified topic. Added new FAQs.

Searching Agreement Documents

Modified topic. Updated configuration steps.

Uploading Signed Documents

Modified topic. Updated configuration steps.

Finalizing an Agreement

Modified topic. Updated configuration steps.

Generating an Agreement

Modified topic. Updated configuration steps.

Reviewing an Agreement Created by Intelligent Discovery

New topic. A new feature for this release.

Reviewing an Agreement Created by Intelligent Discovery in Classic

Modified topic. Updated configuration steps. Renamed Intelligent Import as Intelligent Discovery.

Working with Offline Agreements

Modified topic. Renamed Intelligent Import as Intelligent Discovery.

Creating an Offline Agreement

Modified topic. Renamed Intelligent Import as Intelligent Discovery.

Importing an Offline Document

Modified topic. Renamed Intelligent Import as Intelligent Discovery.

Storing an Executed Agreement

Modified topic. Renamed Intelligent Import as Intelligent Discovery.

Supported File Sizes in Lightning

New topic. A new feature for this release.

Supported File Sizes in Classic

Modified topic. Renamed topic.

Summer '20 (Rev A)

Admin Entries

Modified topic. Added APTS_XAAddInLoadType admin entry.

Package Multiple Documents

Modified topic. Added details about RetainInputHeaderFooter and CumulativePageNumber parameters.

Configuring Documents Tab in Lightning

New topic. A new feature for this release.

Configuring Document Action Column in Classic

New topic. A new feature for this release.

Admin Entries

Comply System Properties

Mapping Clauses and Fields to Provisions

New topic. A new feature for this release.

Configuring Intelligent Import Settings

Modified topic. Added details about new fields.

Mapping Provisions to Project-Record Type

New topic. A new feature for this release.

Configuring Columns in the Template Selection Page in Lightning

New topic. A new feature for this release.

Configuring the Availability of the Upload Signed Document Button

New topic. A new feature for this release.

Prerequisites

Online Contract Collaboration

New section. A new feature for this release.

Importing Supporting Document

New topic. A new feature for this release.

Merging Documents in Lightning

New topic. A new feature for this release.

Generating an Agreement

Modified topic. Added details about Document Type.

Importing an Offline Agreement

Creating an Offline Agreement

Storing an Executed Agreement

Modified topic. Added details about Document Type.

Finalizing an Agreement

Modified topic. Added details about Document Type.

Running Wizards in Lightning

Modified topic. Added details about Document Type.

Reviewing an Agreement Created by Intelligent Import

Uploading Signed Documents

Activating an Agreement

Modified topic. Added details about restrictions on deleting executed documents.

Sending an Agreement Document for Parallel Review

Subscribing to Document Lock Release Notification

New topic. Added the details about subscribeToDocumentLock API.

Merging Documents

New topic. Added the details about the mergeDocuments API.

Sending a Document for Signatures

New topic. Added the details about the sendForSignature API.

Integrating Conga CLM with External Systems

A new topic for external integrations using the Conga CLM SOAP API.

Activating Agreements

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Publishing Document Outside of Salesforce

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Publishing the Document to Chatter

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Publishing the Document to Files and Attachments

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Selecting a Template for the Agreement Document

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Terminating Agreements

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Updating Smart Fields

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Header and Footer Text with Document Protection

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Adding Header and Footer Text without Document Protection

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Applying Security Parameters to a PDF

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Converting a Word Document into a given output format

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Converting a Word Document into a PDF

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Converting a Word Document into a PDF for Standard Objects

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Enabling Authoring for Agreement Documents

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Document

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Document for a Standard Object

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Document on Submit Request

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Document on Submit Request for a Standard Object

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Supporting Document

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Generating a Supporting Document on Submit Request

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Merging Multiple Documents to a PDF with PDF Protection

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Merging Multiple Documents to a PDF without PDF Protection

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Creating PDF

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Merging Proposal Documents into a single PDF Document

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Package Multiple Documents

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Initiating Parallel Review

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Ending Parallel Review

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Getting Word Document Information for Parent with Files

Updated topic to include API signature and SOAP Response/Request XML for API integration.

Agreement Web Service

Updated topic to include namespace information for Contract Management Web Services.

Merge Web Service

Updated topic to include namespace information for Contract Management Web Services.

Author Web Service>

Updated topic to include namespace information for Contract Management Web Services.

Spring 2020 (Rev E)

Assigning Custom Permissions to User Profiles

New topic.

Admin Entries

Spring 2020 (Rev D)

Configuring Email Service for Ending Review by Email

Updated configuration steps.

Spring 2020 (Rev C)

PDF Security for Agreement Documents

Modified topic. Added PDF security details when the document is checked-in from X-Author Contracts.

Admin Entries

Modified topic. Added APTS_ComplyConfig .

Intelligently Importing Large Files in Lightning

Modified topic. Added details about storing executed documents.

Spring 2020 (Rev B)

Installing Contract Management

Minor updates to this topic.

Configuring Wizard as a Related Tab

New topic.

Supported File Size

New topic.

Creating Steps from the Wizard Designer

Modified topic. Added information about the two-column layout.

Configuring Two Column Layout

New topic. A new feature for this release.

Running Wizards in Lightning

Modified topic. Added a prerequisite about configuring Wizard as a Related Tab.

Uploading Signed Documents in Lightning

Modified topic. Added a note for Document Version Support for Signed Documents.

Finalizing an Agreement

Modified topic. Added a note for Document Version Support for Signed Documents.

Spring 2020 (Rev A)

Configuring Intelligent Import Settings

Modified topic. Added the information that the Kira setting name is case sensitive.

Comply System Properties

Modified topic. Added URL for the XAJS Endpoint property.

Supported File Size

New topic.

Spring 2020

Setting Up Salesforce and Kira Single Sign-on

New topic. A new feature for this release.

Creating Steps from the Wizard Designer

Modified topic. Added information regarding the two-column layout.

Providing Access to Run Wizards

New topic. Added missing information.

Adding Wizard Launcher Tab in Lightning

New topic. A new feature for this release.

Installing Conga CLM

Modified topic. Added a prerequisite about Apttus Base Library.

Upgrading Conga CLM

New topic. Added information about how to upgrade Contract Management.

Translating X-Author Contracts User Interface

New topic. A new feature for this release.

Use Case: Translating X-Author Contracts User Interface

New topic. A new feature for this release.

Setting Up Lite User License

New topic. A new feature for this release.

Configuring Intelligent Import Fields

New topic. Added missing topic.

Comply System Properties

Configuring Intelligent Discovery Settings

Updated navigation per Lightning UI. Added details about retrieveHighlightedDocument and DeleteDocumentFromKira.

Mapping Provisions to Project-Record Type

Updated navigation per Lightning UI

Uploading Signed Documents

New topic. A new feature for this release.

Clause Versioning

Modified topic. Added a table for clause status after each agreement action.

Intelligently Importing Large Files in Lightning

New topic. A new feature for this release.

Reviewing an Agreement Created by Intelligent Discovery in Classic

Modified topic. Add details regarding date and currency fields,

Running Wizards in Lightning

New topic. A new feature for this release.

Package Multiple Documents

Modified topic. Added the following parameters:

• RetainInputHeaderFooter
• CumulativePageNumber

Winter 2019

Admin Objects

Contract Management with Salesforce Lightning

Modified topic. Added content for Salesforce Lightning Console support.

Comply System Properties

Modified topic. Added Override Playbook default filter comply system property.

Adding Custom Locale

New topic. A new feature for this release.

Configuring MS Teams Setting

New topic. A new feature for this release.

Adding Agreement Hierarchy Button for Accounts

New topic. A new feature for this release.

Adding Agreement Hierarchy Button

New topic. A new feature for this release.

Adding In-Effect View Button

New topic. A new feature for this release.

Configuration to Email Multiple Agreement Documents in Lightning

New topic. A new feature for this release.

Agreement Fields

Modified topic. Added Executed Date field details.

Configuring APTS_ComplyConfig

Modified topic. Added new cloning specifications for Renew, Amend, and Clone.

Sending an Agreement Document for Parallel Review

Modified topic. Added a prerequisite for tracking review status from X-Author Contracts.

Sending an Agreement Document for Microsoft Teams Review

New topic. A new feature for this release.

Emailing Multiple Agreement Documents

Modified topic. Added a note for the recommended maximum file size.

Searching Agreement Documents

Modified topic. Added new Basic Search filters.

Agreement Fields

Modified topic. Added new field details.

Generating an Agreement

Modified topic. Added content for changes in agreement clauses status.

Reviewing an Agreement Created by Intelligent Import

Modified topic. Added content for changes in agreement clauses status.

Finalizing an Agreement

Modified topic. Added content for changes in agreement clauses status.

Contract Management with Salesforce Lightning

Modified topic. Added content for Salesforce Lightning Console support.

Accessing In-Effect View

New topic. A new feature for this release.

Activating an Agreement

Modified topic. Added a restriction for activating an agreement.

Clause Versioning

New topic. A new feature for this release.

Merging Multiple Documents to a PDF

Modified topic.

Terminating Agreements

New topic.

Summer 2019 (Rev A)

Managing Agreement Lifecycle Post-Activation

Modified topic.

Summer 2019

Configuring Agreement Hierarchy Page Header

New topic.

Custom Permissions

Modified topic.

Comply System Properties

Modified topic.

Configuring Email Service for Ending Review by Email

New topic.

Admin Objects

Modified topic.

Viewing Agreement Hierarchy

New topic.

Searching Agreement Documents

New topic.

Sending an Agreement Document for Parallel Review

New topic.

Finalizing an Agreement

Modified topic.

Initiate Parallel Review

New topic.

End Parallel Review

New topic.

Spring 2019

Scheduling Expiration Date for Email Downloadable Link

Added a new topic for scheduling the expiration date for email downloadable link

Admin Objects

Comply System Properties

Added the Allow Regenerate From XAC comply system property

Managing Offline Agreements

Updated the topic with uploading offline documents in any file format

Reviewing an Agreement Created by Intelligent Import

Emailing Multiple Agreement Documents

Added a new topic for sending a downloadable link for downloading multiple documents.

Callback Classes

Added Contract Management callback classes.

Winter 2018

Managing Offline Agreements

Added new section for intelligent data extraction feature

Configuring APTS_ComplyConfig

Updated topic with how to configure separate clone specifications for each record type

Defining Naming Convention for Different Record Types

Added a new topic for defining the naming convention for different record types feature

Working with Offline Agreements

Added a new section for the intelligent data extraction feature.

Summer 2018

Adding and Defining Action Panel

New topic. New feature for this release.

Admin Objects

Updated the topic with the new admin object APTS_CustomLinksforActionPanel.

Comply System Properties

Updated the topic with the new system property Unlock Smart Elements.

Creating an Agreement

Updated the topic with information on the action panel in classic mode for community portals.