Contracts for Salesforce

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery Agent for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General Docs by Release

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery Agent for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General Docs by Release

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Contracts for Salesforce

Contracts for Salesforce Contents

About Conga Contracts for Salesforce

What's New in Contracts for Salesforce Documentation

CLM (Contracts for Salesforce) for Administrators

CLM (Contracts for Salesforce) for Users

CLM (Contracts for Salesforce) Features by Release

Conga Customer Community & Learning Center Resources

What's New in Contracts for Salesforce Documentation

The following section lists changes in the documentation to support each release.

June26.26.0713

These features are released on 13 July 2026.


Topic	Description
What's in the Contracts for Salesforce Package?	Clause Modification Report
To create base reports	Updated entire topic

February26.26.0511

These features are released on 7 May 2026.


Topic	Description
Connected App Management	Session ID Removal and JWT Flow Adoption Across Services
Approvals Widget for Contracts for Salesforce	Approvals Widget
Viewing Redlines and Truing Up Data	True-up Action Button Visibility Update
Viewing Redlined and Truing Up Data	Redlined Clause and Alternate Clause Filtering Options for True-Up and Negotiate
Enabling Out of Office for Clause Approvals	Approval Delegation for Out of Office Users
Connected App Management	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Granting Contracts for Salesforce Connected App Access to All Users	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Selecting Permitted Users for the Contracts for Salesforce Connected App	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Setting up Office 365 Review	Updated the prerequisites and Step 4. Warning: The steps in this document are required for Office 356 External Reviews to keep functioning.
Viewing Redlines and Truing Up Data	Update Step 3 with new toggle options. Added a note to Step 3.
Enabling Out of Office for Clause Approvals	New Topic
Approvals Widget for Contracts for Salesforce	New Topic
Managing Clause-Level Approvals with the Approvals Widget	New Topic

11 May 2026


Topic	Description
Connected App Management	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Granting Contracts for Salesforce Connected App Access to All Users	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Selecting Permitted Users for the Contracts for Salesforce Connected App	New Topic Warning: The steps in this document are required for the Contracts for Salesforce application to keep functioning.
Setting up Office 365 Review	Updated the prerequisites and Step 4. Warning: The steps in this document are required for Office 356 External Reviews to keep functioning.
Viewing Redlines and Truing Up Data	Update Step 3 with new toggle options. Added a note to Step 3.
Enabling Out of Office for Clause Approvals	New Topic
Approvals Widget for Contracts for Salesforce	New Topic
Managing Clause-Level Approvals with the Approvals Widget	New Topic

Table 1. 19 January 2025
Topic	Description
Allowing Saving Unknown Changes	Added a bullet point to state you can enable this feature on an individual profile, user, or organization level.
Migration Utility for the Clause Library	Added a note about the 5,000 record import/export limit.
Various	Conga Copilot was changed to Conga Q&A Agent throughout the documentation.

Table 2. 08 December 2025
Topic	Description
Create Obligations	New Topic
Saving Unknown Changes	Updated Step 2 and 3.
Reports	Updated list of available reports.

Table 3. 10 November 2025
Topic	Description
Configuring Save Options in View Redlines	New Topic
Viewing Review Cycle Document Versions	New Topic
Save Options in View Redlines	New Topic
To Start a Review Cycle	Updated Step 6 to note that names and email addresses of Approvers containing apostrophes are supported.

Table 4. 27 October 2025
Topic	Description
Create Sub-Clauses	Added Limitations section

Table 5. 16 October 2025
Topic	Description
Saving Unknown Changes	Changed the name of the "Save Unknown Changes" button to "Sync Document". Added a note about help text for the Field and Clause Library tabs. Added a bullet point about how the system prevents the creation of duplicate managed clauses.
Viewing Redlines and Truing Up Data	Updated Step 2 with information about the new Compare Formatting option.

Table 6. 08 September 2025
Topic	Description
Allowing Saving Unknown Changes	New Topic
Saving Unknown Changes	New Topic
Using Capture mode	Updated Step 2 of the "To use Capture Mode and True-Up" section.
To use Capture Mode and True-Up With Manage Unknown Changes Enabled	New Topic

Table 7. 11 August 2025
Topic	Description
To Start a Review Cycle	Updated Step 6. Users can now optionally add Reviewers when starting a new Review Cycle.
Contract Page Layout	Added more details about the Contract Activity component.
Send for Negotiation	Updated Step 3. Users can now view additional attachment details, including file extension and file size, on the Send for Negotiation page.
Configuring the Signing Order for Conga Sign	New Topic

Table 8. 14 July 2025
Topic	Description
To view redlines and True-Up data	Updated the first paragraph with information on the new functionality for document names, Last Modified By, and source of the document changes.
View an Active Review Cycle Agreement Record	New Topic

Table 9. 16 June 2025
Topic	Description
Enabling Contract AI	Updated with information about selecting a region for Contract AI auto-configuration, what Contract AI features are now available for selection, and Clause Semantic Comparison details. Added a warning note on what error displays if Conga has not enabled the AI Contracts package for your organization.
Configuring Session Timeout Settings	New Topic
Semantic Clause Comparison	New Topic
Comparing Clauses Semantically with AI	New Topic
Select Managed Clauses in the Clause Library	Updated Step 1 with sort order information.
Identifying Deleted Clauses in Managed Clauses	New Topic
About Conga Contracts for Salesforce	Added Contract AI section

Table 10. 19 May 2025
Topic	Description
Contract AI for Salesforce	New Topic
Enabling Contract AI	New Topic
Aime Assistant	New Topic
Asking Aime a Question	New Topic
Viewing Items at Risk	New Topic
Viewing the Risk Summary	New Topic
Viewing Items to be Published	New Topic
Redline AI	New Topic

Table 11. 21 April 2025
Topic	Description
Limiting Clause Bundle Selection Based on Salesforce Field Data	New Topic
Enabling Show All Clause Bundles	New Topic

Table 12. 24 March 2025
Topic	Description
Contracts for Salesforce Supported Locales	Added a note about Clause Library support for all locales.
Save Options in View Redlines	Updated the introduction with how to access the Save Features using the new Options dropdown button. Added a section about the popup prompt if the Allow PDF Renaming for View Redlines feature is enabled.
Allowing PDF Renaming for View Redlines	New Topic
To view redlines and True-Up data	Updated introduction with new Compare functionality.
Viewing Comments for View Redlines	New Topic
Creating Clauses for Contracts for Salesforce Documents	Expanded Restrict to Alternate Clause bullet point. Added Changes Require Approval bullet point Updated title Updated formatting
Setting up Clause Level Approvals	Updated Step 9.
Setting Up Obligation Management	Added the "Enabling Remove Obligation Upon Deletion of Managed Clause" section.

Table 13. 24 Feb 2025
Topic	Description
Setting Up Obligation Management	Added the following new sections: View Associated Clauses Deactivating Obligations Enabling Inactive Obligations
Handling Inactive Clauses	New Topic
Data Tags for Handling Unknown Changes	New Topic
Managed Clauses	Added a bullet point with information about how to view inactive Managed Clauses.
Setting up Select Managed Obligations	Updated the "Adding Obligations with the Select Managed Obligations button" section result information.
Deactivating a Clause Bundle	New Topic
Deactivating a Clause Category	New Topic
Deactivating a Clause Type	New Topic
Deactivating a Clause	New Topic
Redlining and True-Up	Added "Viewing Modified Content Only" section.
Creating and Adding Alternate Clauses	Added a not about how inactive alternate clauses and subclauses are handled.
Setting up Conga Orchestrate	Added a note about how Conga Orchestrate handles inactive clauses

Table 14. 19 January 2025
Topic	Description
Allowing Saving Unknown Changes	Added a bullet point to state you can enable this feature on an individual profile, user, or organization level.
Migration Utility for the Clause Library	Added a note about the 5,000 record import/export limit.
Various	Conga Copilot was changed to Conga Q&A Agent throughout the documentation.

Table 15. 08 December 2025
Topic	Description
Create Obligations	New Topic
Saving Unknown Changes	Updated Step 2 and 3.
Reports	Updated list of available reports.

Table 16. 10 November 2025
Topic	Description
Configuring Save Options in View Redlines	New Topic
Viewing Review Cycle Document Versions	New Topic
Save Options in View Redlines	New Topic
To Start a Review Cycle	Updated Step 6 to note that names and email addresses of Approvers containing apostrophes are supported.

Table 17. 27 October 2025
Topic	Description
Create Sub-Clauses	Added Limitations section

Table 18. 16 October 2025
Topic	Description
Saving Unknown Changes	Changed the name of the "Save Unknown Changes" button to "Sync Document". Added a note about help text for the Field and Clause Library tabs. Added a bullet point about how the system prevents the creation of duplicate managed clauses.
Viewing Redlines and Truing Up Data	Updated Step 2 with information about the new Compare Formatting option.

Table 19. 08 September 2025
Topic	Description
Allowing Saving Unknown Changes	New Topic
Saving Unknown Changes	New Topic
Using Capture mode	Updated Step 2 of the "To use Capture Mode and True-Up" section.
To use Capture Mode and True-Up With Manage Unknown Changes Enabled	New Topic

Table 20. 11 August 2025
Topic	Description
To Start a Review Cycle	Updated Step 6. Users can now optionally add Reviewers when starting a new Review Cycle.
Contract Page Layout	Added more details about the Contract Activity component.
Send for Negotiation	Updated Step 3. Users can now view additional attachment details, including file extension and file size, on the Send for Negotiation page.
Configuring the Signing Order for Conga Sign	New Topic

Table 21. 14 July 2025
Topic	Description
To view redlines and True-Up data	Updated the first paragraph with information on the new functionality for document names, Last Modified By, and source of the document changes.
View an Active Review Cycle Agreement Record	New Topic

Table 22. 16 June 2025
Topic	Description
Enabling Contract AI	Updated with information about selecting a region for Contract AI auto-configuration, what Contract AI features are now available for selection, and Clause Semantic Comparison details. Added a warning note on what error displays if Conga has not enabled the AI Contracts package for your organization.
Configuring Session Timeout Settings	New Topic
Semantic Clause Comparison	New Topic
Comparing Clauses Semantically with AI	New Topic
Select Managed Clauses in the Clause Library	Updated Step 1 with sort order information.
Identifying Deleted Clauses in Managed Clauses	New Topic
About Conga Contracts for Salesforce	Added Contract AI section

Table 23. 19 May 2025
Topic	Description
Contract AI for Salesforce	New Topic
Enabling Contract AI	New Topic
Aime Assistant	New Topic
Asking Aime a Question	New Topic
Viewing Items at Risk	New Topic
Viewing the Risk Summary	New Topic
Viewing Items to be Published	New Topic
Redline AI	New Topic

Table 24. 21 April 2025
Topic	Description
Limiting Clause Bundle Selection Based on Salesforce Field Data	New Topic
Enabling Show All Clause Bundles	New Topic

Table 25. 24 March 2025
Topic	Description
Contracts for Salesforce Supported Locales	Added a note about Clause Library support for all locales.
Save Options in View Redlines	Updated the introduction with how to access the Save Features using the new Options dropdown button. Added a section about the popup prompt if the Allow PDF Renaming for View Redlines feature is enabled.
Allowing PDF Renaming for View Redlines	New Topic
To view redlines and True-Up data	Updated introduction with new Compare functionality.
Viewing Comments for View Redlines	New Topic
Creating Clauses for Contracts for Salesforce Documents	Expanded Restrict to Alternate Clause bullet point. Added Changes Require Approval bullet point Updated title Updated formatting
Setting up Clause Level Approvals	Updated Step 9.
Setting Up Obligation Management	Added the "Enabling Remove Obligation Upon Deletion of Managed Clause" section.

Table 26. 24 Feb 2025
Topic	Description
Setting Up Obligation Management	Added the following new sections: View Associated Clauses Deactivating Obligations Enabling Inactive Obligations
Handling Inactive Clauses	New Topic
Data Tags for Handling Unknown Changes	New Topic
Managed Clauses	Added a bullet point with information about how to view inactive Managed Clauses.
Setting up Select Managed Obligations	Updated the "Adding Obligations with the Select Managed Obligations button" section result information.
Deactivating a Clause Bundle	New Topic
Deactivating a Clause Category	New Topic
Deactivating a Clause Type	New Topic
Deactivating a Clause	New Topic
Redlining and True-Up	Added "Viewing Modified Content Only" section.
Creating and Adding Alternate Clauses	Added a not about how inactive alternate clauses and subclauses are handled.
Setting up Conga Orchestrate	Added a note about how Conga Orchestrate handles inactive clauses

Table 27. 12 Dec 2024
Topic	Description
Filtering Clauses	New Topic

Table 28. 11 Nov 2024
Topic	Description
Data Tag Fidelity Overview	New Topic
Enabling Data Tag Fidelity	New Topic
Adding Data Tags Back with Microsoft Word	New Topic

Table 29. 23 Oct 2024
Topic	Description
Enabling Conga Copilot	New Topic
Accessing Conga Copilot	New Topic
Working with Conga Copilot	New Topic
Asking Questions with Conga Copilot	New Topic
Viewing a Contract Summary with Conga Copilot	New Topic
Clause Library for Conga Contracts for Salesforce	Added the Access and Restrictions section.

Table 30. 23 Aug 2024
Topic	Description
Managed Clause Configuration	New Topic
Enabling Managed Clause Configuration	New Topic
Adding Custom Additional Fields to Clause Bundles	New Topic

Table 31. 08 Aug 2024
Topic	Description
Adding Custom Additional Fields to Clauses	New Topic
Viewing Clause Bundle Details	Updated Step 1.

Table 32. 18 Jul 2024
Topic	Description
Viewing Clause Bundle Details	New Topic

Table 33. 06 Jun 2024
Topic	Description
Setting up the Select Managed Obligations Button	New Topic
Customizing Labels for Office 365 Setup	New Topic
Customizing Labels for Office 365 Review Pages	New Topic
Customizing Labels for Approvals Pages for View Redlines	New Topic
Customizing Labels for Quickstarts	New Topic
Customizing Labels for Agreement Lifecycle Setup	New Topic
Customizing Labels for Cycle Time Reporting	New Topic

Table 34. 15 May 2024
Topic	Description
Activating Remote Site Settings for X-Author for Contracts	New Topic

Table 35. 08 May 2024
Topic	Description
Viewing Office 365 Review Comments	New Topic
Customizing the Account Obligation Viewer Widget	New Topic

Table 36. 03 May 2024
Topic	Description
Connect with OAuth	Updated entire topic

Table 37. 24 Apr 2024
Topic	Description
Enabling the Quickstarts Configuration Links	New Topic
Identifying Quickstart Example Records	New Topic
Customizing Labels for the Clause Library	New Topic

Table 38. 02 Apr 2024
Topic	Description
User Type Permissions for CLM (Conga Contracts for Salesforce)	Updated entire topic

Table 39. 03 Jan 2024
Topic	Description
How to Use True-Up All	The limitation note was moved to the top of the page.

Table 40. 14 Dec 2023
Topic	Description
Setting up the Contract Intelligence Administrator Console	Added a note that users must add the Endpoint as a remote site setting.

Table 41. 12 Dec 2023
Topic	Description
Quickstarts Overview	Changed mentions of "Business Process Automation" to "Quickstart"
Setting up the MSA for Sales Cloud Quickstart	Changed mentions of "Business Process Automation" to "Quickstart" Added step 19 and step 20
Setting up the NDA Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
Setting up the Order for Opportunity Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
Setting up the MSA and Order for CPQ Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
Creating a MSA Contract Request	Changed mentions of "Business Process Automation" to "Quickstart"
Creating a NDA Contract Request	Changed mentions of "Business Process Automation" to "Quickstart"
Creating an Order for an Opportunity	Changed mentions of "Business Process Automation" to "Quickstart"
Creating an Order for a Quote	Changed mentions of "Business Process Automation" to "Quickstart"
Starting a Review Cycle with Office 365	Updated steps Added note about file name restrictions
Viewing an Office 365 Integration Review Cycle	Updated steps
Ending a Review Cycle	Updated steps

Table 42. 03 Nov 2023
Topic	Description
Creating an Email Template for the Office 365 Integration	New Topic
Setting up Obligation Management	Added sections on editing definitions for Lifecycle Agreements and creating Primary Counterparty Lookups.

Table 43. 25 Oct 2023
Topic	Description
Exporting with the Migration Utility for the Clause Library	Updated step 1
Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs	Updated steps for exporting and importing clause categories

Table 44. 04 Oct 2023
Topic	Description
Setting up Obligation Management	New Topic

Table 45. 27 Sep 2023
Topic	Description
Quickstarts Overview	New Topic
Setting up the MSA for Sales Cloud Quickstart	New Topic
Setting up the NDA Quickstart	New Topic
Setting up the Order for Opportunity Quickstart	New Topic
Setting up the MSA and Order for CPQ Quickstart	New Topic
Creating a MSA Contract Request	New Topic
Creating a NDA Contract Request	New Topic
Setting up the Order for Opportunity Quickstart	New Topic
Creating an Order for a Quote	New Topic

Table 46. 18 Aug 2023
Topic	Description
Enabling Additional Rich Text Formatting for Contracts for Salesforce	Added new bullet for the Replace P Tags setting.

Table 47. 08 Aug 2023
Topic	Description
Conga Contracts for Salesforce Technical Requirements	Updated supported versions of Microsoft Word and Office 365.
Configuring Word to Trust the Conga Contracts Production Server	New Topic

Table 48. 07 Jun 2023
Topic	Description
Integrating with Microsoft Office 365	New Topic
Preparing for Office 365 Review	New Topic
Setting up Office 365 Review	New Topic
Configuring the Office 365 Integration with Contracts for Salesforce	New Topic
Adding Office 365 Lightning Components	New Topic
Creating Office 365 Integration Buttons	New Topic
Adding Collaborators for Office 365	New Topic
Starting a Review Cycle with Office 365	New Topic
Viewing an Office 365 Integration Review Cycle	New Topic
Ending a Review Cycle	New Topic

Table 49. 17 May 2023
Topic	Description
Integrating with Slack	New Topic
Setting up Slack for Salesforce	New Topic
Configuring the Contracts for Salesforce Slack Integration	New Topic
Creating a Slack Channel with the Contracts for Salesforce Slack Integration	New Topic

Table 50. 21 Apr 2023
Topic	Description
Bulk Uploading Documents to Contract Intelligence	New Topic
Accessing the Intelligent Document Import Button	Added bulk upload note.
Accessing the Intelligent Document Dashboard	Added bulk upload note and how to access the Intelligent Document Dashboard tab.
Adding the Intelligent Document Dashboard	Added bulk upload note and how to add the Intelligent Document Dashboard tab.
Adding the Intelligent Document Import Button	Added bulk upload note.

Table 51. 05 Apr 2023
Topic	Description
Configuring Objects for Cycle Time Reporting	Added a note to step 6.

Table 52. 30 Mar 2023
Topic	Description
Overview of Document Buttons for Conga Contracts for Salesforce	Updated topic content and name. Formerly "Overview of Composer Document Generation Buttons for Conga Contracts for Salesforce".

Table 53. 16 Mar 2023
Topic	Description
About Cycle Definitions	New Topic
Creating Default Cycle Definitions	New Topic
Creating Custom Cycle Definitions	Updated topic. Formerly named "Creating Cycle Definitions".
Setting Up Business Hours	Updated topic with information on multiple business hours support.

Table 54. 16 Feb 2023
Topic	Description
Accessing Sample Cycle Time Reports	New Topic
CLM (Conga Contracts for Salesforce) Contract Agreement Object	Added "How to Update the Contract Agreement Status Field" section.

Table 55. 08 Feb 2023
Topic	Description
Cycle Time Reporting for Contracts for Salesforce	Updated introduction.
Setting Up Business Hours	New Topic

Table 56. 02 Feb 2023
Topic	Description
Cycle Time Reporting for Contracts for Salesforce	New Topic
Enabling Cycle Time Reporting	New Topic
Creating Custom Cycle Definitions	New Topic
Configuring Objects for Cycle Time Reporting	New Topic
Enabling Set Document Type	New Topic

Table 57. 09 Nov 2022
Topic	Description
CLM (Conga Contracts for Salesforce) Contract Agreement Object	Updated with Contract Collaborators section. Removed Contract Responsibility section.
Using the Automatic Configurator	Updated to include Contract Collaborators. Removed Contract Responsibility.
What's in the Contracts for Salesforce Package?	Updated to include Contract Collaborators. Removed Contract Responsibility.
User Type Permissions for CLM (Conga Contracts for Salesforce)	Updated to include Contract Collaborators. Removed Contract Responsibility.

Table 58. 20 Oct 2022
Topic	Description
Viewing Clause Guidance	New Topic
Enabling Clause Guidance for View Redlines	New Topic

Table 59. 19 Oct 2022
Topic	Description
Redlining and True-Up Features Overview	Removed a duplicated paragraph.

Table 60. 12 Oct 2022
Topic	Description
Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs	Changed topic name, new introduction, and revised steps.

Table 61. 03 Oct 2022
Topic	Description
View Redlines and Send for Negotiation errors related to OAuth	Added workaround to the topic.
Clause Level Approval Custom Permissions	Updated column names with correct terminology.

Table 62. 15 Sep 2022
Topic	Description
Using the Automatic Configurator	Updated the following: Create a lookup field from Version History, Contract Responsibility, and Approval Request objects to each selected object using the CFS_{ObjectName}__c convention.

Table 63. 01 Sep 2022
Topic	Description
Viewing comments in Negotiate Mode	Added the following note: Microsoft Word comments will not display in Negotiate Mode when using an incognito or private browser tab.
Creating an Email Template for Clause Level Approvals	Updated notes to clarify required {{Approval_Review_Link}} formatting.
Clause Level Approval Custom Permissions	Update topic title and updated incorrect terminology.

Table 64. 25 Aug 2022
Topic	Description
Adding a Locale to a View Redlines Button	New Topic

Table 65. 21 Jul 2022
Topic	Description
Adding Approvers	Updated Steps
Adding an Approval Step to your Clause	Updated Steps

Table 66. 18 May 2022
Topic	Description
CLM (Contracts for Salesforce) Implementation Guide	New Topic
Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate	New Topic

Table 67. 09 May 2022
Topic	Description
FAQ for Contracts for Salesforce installations before 2021	New Topic
How to Enable True-Up All	Added a note about IF statement support.
How to Use True-Up All	Added a note about IF statement support.
Redlining and True-Up Features Overview	Added a note about IF statement support.

Table 68. 28 Apr 2022
Topic	Description
Creating and Adding Alternate Clauses	Updated Steps
Hiding Buttons on View Redlines Page	Updated Steps

Table 69. 08 Apr 2022
Topic	Description
Integrating with Conga Contract Intelligence	New Topic
Setting up the Contract Intelligence Administrator Console	New Topic
Accessing the Contract Intelligence Administrator Console	New Topic
Adding the Intelligent Document Dashboard	New Topic
Adding the Intelligent Document Import Button	New Topic
Setting Up Contract Intelligence Object Configuration	New Topic
Using Contract Intelligence for CLM (Contracts for Salesforce)	New Topic
Accessing the Intelligent Document Dashboard	New Topic
Accessing the Intelligent Document Import Button	New Topic
CLM (Contracts for Salesforce) for Administrators	An Administrator section was added and associated topics were moved from the Users section.

Table 70. 14 Dec 2021
Topic	Description
CLM (Conga Contracts for Salesforce) End-User Process with Composer Document Generation	Updated topic steps and links.
Overview of the Clause Library	Updated steps and links.
Configuring a CLM (Conga Contracts for Salesforce) Word Template Solution	Updated steps and links.
Create Composer Button to Generate Document for Conga Contracts for Salesforce	Updated steps and links.
Auto-Numbering Clauses	Renamed from "Numbering of clauses when you add or re-order clauses", updated steps, and updated links.
Merging Sub Clauses into a Contract Document with Composer	Updated steps, graphics, and links.
Enabling Additional Rich Text Formatting for Contracts for Salesforce	Updated topic name, steps, and bullet points.
Changing a Document Name	Updated steps.

Table 71. 14 Oct 2021
Topic	Description
Managing Approvals in Object Mapping	New topic.

Table 72. 27 Aug 2021
Topic	Description
Reporting on Non-standard Clauses	Renamed from "Creating an Inventory of Non-standard Clauses Report" and updated steps.

Table 73. 06 Jul 2021
Topic	Description
Replacing a Clause with an Alternate Clause	Updated to remove note stating that CLM (Contracts for Salesforce) is not supported. This feature is now available for CLM (Contracts for Salesforce) with OCC in Summer'21.


Topic	Description
Using the Automatic Configurator	Updated the list of actions the automatic configurator performs.
None	There are no new topics for the Spring '21 Release. See What's New in Administrator Guide for new integration features with Online Contract Collaboration.

July 13, 2026