• 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.

• 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.

• 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.

• Expanded Restrict to Alternate Clause bullet point.

• Added Changes Require Approval bullet point

• Updated title

• Updated formatting

• View Associated Clauses

• Deactivating Obligations

• Enabling Inactive Obligations

February '24

06 Jun 2024

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

15 May 2024

Activating Remote Site Settings for X-Author for Contracts

New Topic

08 May 2024

Viewing Office 365 Review Comments

New Topic

Customizing the Account Obligation Viewer Widget

New Topic

03 May 2024

Connect with OAuth

Updated entire topic

24 Apr 2024

Enabling the Quickstarts Configuration Links

New Topic

Identifying Quickstart Example Records

New Topic

Customizing Labels for the Clause Library

New Topic

October '23

02 Apr 2024

User Type Permissions for CLM (Conga Contracts for Salesforce)

Updated entire topic

03 Jan 2024

How to Use True-Up All

The limitation note was moved to the top of the page.

14 Dec 2023

Setting up the Contract Intelligence Administrator Console

Added a note that users must add the Endpoint as a remote site setting.

12 Dec 2023

Quickstarts Overview

Changed mentions of "Business Process Automation" to "Quickstart"

Setting up the MSA for Sales Cloud Quickstart

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

Viewing an Office 365 Integration Review Cycle

Updated steps

Ending a Review Cycle

Updated steps

03 Nov 2023

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.

25 Oct 2023

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

04 Oct 2023

Setting up Obligation Management

New Topic

June '23

27 Sep 2023

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

18 Aug 2023

Enabling Additional Rich Text Formatting for Contracts for Salesforce

Added new bullet for the Replace P Tags setting.

08 Aug 2023

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

07 Jun 2023

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

February '23

17 May 2023

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

21 Apr 2023

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.

05 Apr 2023

Configuring Objects for Cycle Time Reporting

Added a note to step 6.

30 Mar 2023

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".

16 Mar 2023

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.

16 Feb 2023

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.

08 Feb 2023

Cycle Time Reporting for Contracts for Salesforce

Updated introduction.

Setting Up Business Hours

New Topic

September '22

02 Feb 2023

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

09 Nov 2022

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.

20 Oct 2022

Viewing Clause Guidance

New Topic

Enabling Clause Guidance for View Redlines

New Topic

19 Oct 2022

Redlining and True-Up Features Overview

Removed a duplicated paragraph.

12 Oct 2022

Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs

Changed topic name, new introduction, and revised steps.

03 Oct 2022

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.

15 Sep 2022

Using the Automatic Configurator

May '22

01 Sep 2022

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.

25 Aug 2022

Adding a Locale to a View Redlines Button

New Topic

21 Jul 2022

Adding Approvers

Updated Steps

Adding an Approval Step to your Clause

Updated Steps

18 May 2022

CLM (Contracts for Salesforce) Implementation Guide

New Topic

Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate

New Topic

09 May 2022

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.

28 Apr 2022

Creating and Adding Alternate Clauses

Updated Steps

Hiding Buttons on View Redlines Page

Updated Steps

08 Apr 2022

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.

Summer 2021 (Rev C)

14 Dec 2021

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.

Summer 2021 Rev B

14 Oct 2021

Managing Approvals in Object Mapping

New topic.

Summer 2021 Rev A

27 Aug 2021

Reporting on Non-standard Clauses

Renamed from "Creating an Inventory of Non-standard Clauses Report" and updated steps.

Summer '21

06 Jul 2021

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.

Spring 2021 (Rev A)

Using the Automatic Configurator

Updated the list of actions the automatic configurator performs.

Spring 2021 User Guide

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.