What's New in X-Author for Contracts Advanced

This section lists changes in the documentation to support each release. The Publication Date reflects the date the release is available for Preview and the Production date will be two weeks later.

202509.1.0


Document	Publication Date	Topic	Description
202509.1.0 Release	22 September 2025	Making Fields Smart in a Template	Added information about making fields smart within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Fields Read Only in a Template	Added information about making fields read-only within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Clauses Smart in a Template	Added information about making clauses smart within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Clauses Read-Only in a Template	Added information about making clauses read-only within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		To clone a template from an existing template	Added a note that you can clone templates and clauses that include Smart and Read-Only fields within repeat sections, tables, and third-level repeat tables.
		Refreshing Clauses in a Template	Added information to the introduction that you can refresh clauses in a template that include Smart and Read-Only fields within repeat sections, tables, and third-level repeat tables.
		Publishing a Template	Added information to the introduction that you can publish a template with clauses that include Smart and Read-Only fields within repeat sections, tables, and third-level repeat tables.
		Reconciliation	Noted in the Behavior and Limitations section that check-in with reconciliation for contract documents containing clauses with Smart or Read-Only fields within repeat sections and tables is supported. Updated the note in Step 8 with information about the FieldChangeOnly and Modified action options in the Clauses section of Conga CLM for Advantage Platform.
		Using Alternate Clauses	Added a note about support for swapping clauses containing drop down content controls.
		Tracking Non-Version-Aware Activity History for Clause and Template Actions	New Topic
		Tracking Version Aware Activity History for Clause and Template Actions	New Topic
		Updating Fields from Conga CLM	Added information about supporting smart and read-only fields inside repeat tables, repeat sections, and sections with a third level repeat table.

202507.2.0


Document	Publication Date	Topic	Description
202507.2.0 Release	28 July 2025	To check a template in	Added a note to the Results about checking-in templates and the Needs Publishing feature flag.
		To clone a template from an existing template	Added a note to the Results about cloning templates and the Needs Publishing feature flag.
		Using Alternate Clauses	Updated Step 8.

202507.1.0


Document	Publication Date	Topic	Description
202507.1.0 Release	12 July 2025	To review a document imported from Conga Discovery AI	Added a note about status and status category changed when checking-in a document with changes. Added a note that Review Imports and Insights options are only available for contract documents uploaded through Discovery AI marked Ready for Review.
		Review Import Results Prerequisites	Added a note that Review Imports and Insights options are only available for contract documents uploaded through Discovery AI marked Ready for Review.
		To compare clauses imported from Conga Discovery AI	Updated Step 2.
		To make a Segment Conditional in a template	Added Step 5 which includes information on the new Segment name field.
		To set a style for a segment in a template	Added Step 5 which includes information on the new Segment name field.

202506.2.0


Document	Publication Date	Topic	Description
202506.2.0 Release	28 June 2025	Contract AI and Discovery AI for Salesforce Users	Added a note about the 12MB file limitation for Conga Copilot and Redline AI.
		Asking Questions with Conga Copilot	Added a note about the 12MB file limitation for Conga Copilot.
		Using Redline AI to Assess Risks	Added a note about the 12MB file limitation for Redline AI.
		To review a document imported from Conga Discovery AI	Added a note about the Reconcile option now always being pre-selected.
		To insert fields in a template	Added a note that Decimal data type fields are supported.
		To check in a contract document	Updated Step 16 with new Refresh functionality.
		To clone a template from an existing template	Updated Step 5 with new Refresh functionality.

202506.1.0


Document	Publication Date	Topic	Description
202506.1.0 Release	15 June 2025	Using Alternate Clauses	Added a note about read-only clauses.
		Installing X-Author for Contracts Advanced	Added information about how to view what environment you are connected to in the App Details.
		To check in a contract document	Added a note about checking-in documents with special characters.

202505.2.0


Document	Publication Date	Topic	Description
202505.2.0 Release	14 June 2025	Connect to CRM	Added information on how to see what platform you are synced to within the X-Author for Contracts Advanced application.
		Setting Up Frequently Used Prompts and Shortcuts for Copilot	Updated Step 5a and added Step 5g.
		To protect and unprotect a document	Added a note to Step 10.

202504.1.0


Document	Publication Date	Topic	Description
202504.1.0 Release	19 April 2025	Connect to CRM	New Topic
202504.1.0 Release	19 April 2025	Contract AI and Discovery AI for Salesforce Users	Updated the Connect to CRM link to go to the new topic through Conga Advantage Platform Admin instead of the manual API method.

202503.1.0


Document	Publication Date	Topic	Description
202503.1.0 Release	29 March 2025	Asking Questions with Conga Copilot	Updated Step 4 and 5.
202503.1.0 Release	29 March 2025	Setting Up Frequently Used Prompts and Shortcuts for Copilot	New Topic

202502.2.0


Document	Publication Date	Topic	Description
202502.2.0 Release	29 March 2025	To log into the X-Author for Contracts Advanced add-in	Added a note about how the application handles the post-deployment caching login issue.

202502.1.0


Document	Publication Date	Topic	Description
202502.1.0 Release	07 March 2025	To insert fields in a template	Updated Step 4.
		To insert fields in a template as a section	Updated Step 5.
		Inserting Fields in a Template as a Table	Updated Step 5.
		Inserting Fields in a Clause as a Table	Updated Step 5.

202501.3.0


Document	Publication Date	Topic	Description
202501.3.0 Release	26 Feb 2025	Making Columns and Rows Conditional in a Repeat Table and Repeat Section	Added the following note: "You can search for fields to quickly make selections."

202501.1.0


Document	Publication Date	Topic	Description
202501.1.0 Release	Feb 2025	Using Redline AI to Assess Risks	New Topic
202501.1.0 Release	Feb 2025	Contract AI and Discovery AI for Salesforce Users	New Topic

202412.1.0


Document	Publication Date	Topic	Description
202412.1.0 Release	30 Jan 2025	Working with Contract AI	New Topic
		Using AI Comparison for the Clause Library	New Topic
		Using AI Comparison for Doc Clauses	New Topic
		Asking Questions with Conga Copilot	New Topic
		Viewing the Conga Copilot Summary	New Topic
		Configuring Action Permissions for the Agreement Object	Updated Steps 1-4

This section lists changes in the documentation to support each release.

October '23


Document	Publication Date	Topic	Description
October '23 Release	12 Nov 2024	Clauses	Added best practices to the overview.
	02 May 2024	Using the Clause Library for a Template	Added the following note: Older templates with clauses inserted from the Clause Library will still allow edits. Restriction of edit actions on inserted clauses applies only to clauses inserted after the October'23 release.
	08 Apr 2024	Internal Review using Office 365	Updated note at the bottom of the topic.
	04 Oct 2023	Checking in a Contract Document	Added Step 7 which details the Retain Document Name option.
		Creating New Templates	Added Clause Behavior entry to the options table.
		Using the Clause Library for a Template	Updated with information on inserting read-only clauses. Added a note stating that after you insert a clause into a template, you cannot edit text, insert or mark a field, or mark segments within the clause.
		Using the Clause Library for a Contract	Updated with information on inserting read-only clauses.
		Marking Clauses	Added the following: Category and subcategory fields are retrieved from the Agreement clause object If the Category and Subcategory do not match the Agreement Clause object when promoting a clause from the Template Object, then users must manually select the Category and Subcategory while marking a clause. Removed outdated content.
		Making Clauses Delete Read-Only in a Template	New Topic
		Inserting Fields in a Template	Updated topic with Read-Only Field option information
		Promoting Clauses to Clause Library	Added the following: Category and subcategory fields are retrieved from the Agreement clause object

February '23


Document	Publication Date	Topic	Description
February '23 Release	01 Feb 2023	Mixed Review using Office 365	Created a new topic.
February '23 Release	01 Feb 2023	Inserting Fields in a Template	Added a bullet point inside the note at the last.

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