What's New in the Conga CLM (Contracts for Salesforce) Guide
February'25
Document | Publication Date | Topic | Description |
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February'25 | 24 Feb 2025 | Redlining and True-Up Features Overview |
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Setting Up Obligation Management | Added the following new sections:
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Handling Inactive Clauses | New Topic | ||
Data Tag Handling for Unknown Changes | New Topic | ||
Managed Clauses | Added a bullet point with information about how to view inactive Managed Clauses. | ||
Setting up the Select Managed Obligations Button | 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 Features Overview | 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. |
October '24
Document | Publication Date | Topic | Description |
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October '24 | 12 Dec 2024 | New Topic | |
11 Nov 2024 | New Topic | ||
New Topic | |||
New Topic | |||
23 Oct 2024 | New Topic | ||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
Added the Access and Restrictions section. |
June '24
Document | Publication Date | Topic | Description |
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June '24 | 23 Aug 2024 | New Topic | |
New Topic | |||
New Topic | |||
08 Aug 2024 | New Topic | ||
Updated Step 1. | |||
18 Jul 2024 | New Topic |
February '24
Document | Publication Date | Topic | Description |
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February '24 | 06 Jun 2024 | New Topic | |
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
15 May 2024 | New Topic | ||
08 May 2024 | New Topic | ||
New Topic | |||
03 May 2024 | Updated entire topic | ||
24 Apr 2024 | New Topic | ||
New Topic | |||
New Topic |
October '23
Document | Publication Date | Topic | Description |
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October '23 | 02 Apr 2024 | User Type Permissions for CLM (Conga Contracts for Salesforce) | Updated entire topic |
03 Jan 2024 | The limitation note was moved to the top of the page. | ||
14 Dec 2023 | Added a note that users must add the Endpoint as a remote site setting. | ||
12 Dec 2023 | Changed mentions of "Business Process Automation" to "Quickstart" | ||
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Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
Changed mentions of "Business Process Automation" to "Quickstart" | |||
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Updated steps | |||
Updated steps | |||
03 Nov 2023 | New Topic | ||
Added sections on editing definitions for Lifecycle Agreements and creating Primary Counterparty Lookups. | |||
25 Oct 2023 | Updated step 1 | ||
Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs | Updated steps for exporting and importing clause categories | ||
04 Oct 2023 | New Topic |
June '23
Document | Publication Date | Topic | Description |
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June '23 | 27 Sep 2023 | New Topic | |
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
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 | Updated supported versions of Microsoft Word and Office 365. | ||
Configuring Word to Trust the Conga Contracts Production Server | New Topic | ||
07 Jun 2023 | New Topic | ||
New Topic | |||
New Topic | |||
Configuring the Office 365 Integration with Contracts for Salesforce | New Topic | ||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic |
February '23
Document | Publication Date | Topic | Description |
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February '23 | 17 May 2023 | New Topic | |
New Topic | |||
New Topic | |||
Creating a Slack Channel with the Contracts for Salesforce Slack Integration | New Topic | ||
21 Apr 2023 | New Topic | ||
Added bulk upload note. | |||
Added bulk upload note and how to access the Intelligent Document Dashboard tab. | |||
Added bulk upload note and how to add the Intelligent Document Dashboard tab. | |||
Added bulk upload note. | |||
05 Apr 2023 | 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 | New Topic | ||
New Topic | |||
Updated topic. Formerly named "Creating Cycle Definitions". | |||
Updated topic with information on multiple business hours support. | |||
16 Feb 2023 | New Topic | ||
CLM (Conga Contracts for Salesforce) Contract Agreement Object | Added "How to Update the Contract Agreement Status Field" section. | ||
08 Feb 2023 | Updated introduction. | ||
New Topic |
September '22
Document | Publication Date | Topic | Description |
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September '22 | 02 Feb 2023 | New Topic | |
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
09 Nov 2022 | CLM (Conga Contracts for Salesforce) Contract Agreement Object | Updated with Contract Collaborators section. Removed Contract Responsibility section. | |
Updated to include Contract Collaborators. Removed Contract Responsibility. | |||
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 | New Topic | ||
New Topic | |||
19 Oct 2022 | 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. | |
Updated column names with correct terminology. | |||
15 Sep 2022 | Updated the following:
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May '22
Document | Publication Date | Topic | Description |
---|---|---|---|
May '22 | 01 Sep 2022 | Added the following note: Microsoft Word comments will not display in Negotiate Mode when using an incognito or private browser tab. | |
Updated notes to clarify required {{Approval_Review_Link}} formatting. | |||
Update topic title and updated incorrect terminology. | |||
25 Aug 2022 | New Topic | ||
21 Jul 2022 | Updated Steps | ||
Updated Steps | |||
18 May 2022 | New Topic | ||
Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate | New Topic | ||
09 May 2022 | New Topic | ||
Added a note about IF statement support. | |||
Added a note about IF statement support. | |||
Added a note about IF statement support. | |||
28 Apr 2022 | Updated Steps | ||
Updated Steps | |||
08 Apr 2022 | New Topic | ||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
New Topic | |||
Using Contract Intelligence for CLM (Contracts for Salesforce) | New Topic | ||
New Topic | |||
New Topic | |||
An Administrator section was added and associated topics were moved from the Users section. |
Summer '21
Document | Publication Date | Topic | Description |
---|---|---|---|
Summer 2021 (Rev C) | 14 Dec 2021 | CLM (Conga Contracts for Salesforce) End-User Process with Composer Document Generation | Updated topic steps and links. |
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. | ||
Renamed from "Numbering of clauses when you add or re-order clauses", updated steps, and updated links. | |||
Updated steps, graphics, and links. | |||
Enabling Additional Rich Text Formatting for Contracts for Salesforce | Updated topic name, steps, and bullet points. | ||
Updated steps. | |||
Summer 2021 Rev B | 14 Oct 2021 | New topic. | |
Summer 2021 Rev A | 27 Aug 2021 | Renamed from "Creating an Inventory of Non-standard Clauses Report" and updated steps. | |
Summer '21 | 06 Jul 2021 | 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 '21
Document | Topic | Description |
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Spring 2021 (Rev A) | 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. |