New Features and Enhancements
The following features are new to Conga Contract Lifecycle Management in this release.
Export Contract Details
The Export dropdown is removed from the My Contracts page. Users can export contract records using the existing Export as CSV and Export as Excel options displayed above the contract list.
Admin Setting to Control Data Capture of Cycle Time Reporting
Cycle time tracks the duration of the switch between statuses of a contract. Cycle time reporting displays the reports per the available data in the related objects.
An admin setting “EnableCycleTime” is introduced in the following API to control the data capture, not the reporting availability.
API: GET /api/config-management/v1/configurations/{category}/{name}
Where category = clm and name = systemproperties
By default, this admin setting is set to false. When the admin setting is set to false, the data is not captured and not reported on the dashboard. When the admin setting is set to true, the data is captured and reported on the dashboard.
Contract Type-based Page Layout During Contract Creation from Account
Administrators can configure contract creation page layouts based on the contract type through the Admin Console or the CX Studio. When the user initiates contract creation from an account and selects the contract type, the subsequent fields on the page are displayed according to the page layout configuration done for the selected contract type. This applies to contract creation through the Fill out a contract form option and the Import a document (both Import and Store executed document options).
Contract URL in Change of Contract Ownership Email Template
The email templates that notify users and user groups when they are assigned contracts are modified to include a contract URL in the email body. The contract owners can click the URL in the email to view the contract record in Conga CLM.
The administrators can select document actions in the Document Format Setup to configure format-related options for the users when they perform document actions on contracts. They can also set the default watermark option to give the users an option to include or exclude watermark from the document output.
Filter View on the Incoming Requests page
You can create a filter view on the Incoming Requests page and set it as the default view, so there is no need to reselect the filters every time you open the grid view.
Exporting Clause Records
Users can export a contract’s clause records as a CSV or an Excel file.
Custom Actions in Contract Details Page Layout
The administrators can add actions in the contract details page header through Cx Studio to trigger a custom code that will be executed when users click the custom button for a contract.
If the clause content contains table, then the data is displayed in table format.