The following features are new to Conga Contract Lifecycle Management in this release.
Document Format display for Document Generation and Regeneration
At the time of generating or regenerating documents for a contract, you can view the default document format if it is selected by the administrator in the Document Format Setup.
Downloading Activated Documents from the In Effect View
You can click the document name link to download an activated document from the document list in the panel on the right side in the In Effect View.
Template Filter Rules
Using template filter rules, you can set up user-defined filters to narrow the list of templates.
Review cycle of a document in Simple Review and Microsoft 365 Review
The review cycle count is incremented sequentially until the redline document is generated. Once a redline document is generated, the review cycle is restarted. The number of days a review cycle is “In progress” is also incremented sequentially until canceled.
Retrieving Signed Documents
Retrieve as Combined Document toggle button is introduced in the DocuSign Setup page and Adobe Sign Setup page. As an administrator, you can turn the toggle button on to enable the generation of a single PDF document containing all the signed documents.