New Features and Enhancements

The following features are new to Conga Contract Lifecycle Management in this release.

APIs Modified

The following API is moved from ESignature APIs to CLM APIs:

/api/clm/v1/sign/esignatures/wetsign/{transactionId}/end

Simplified Conga Sign Configurations

The following fields which were not required for setting up Conga Sign integration with Conga Platform are removed from the UI:

  • Scope
  • Grant type
  • Auth URL
  • Conga Sign UI URL
  • Callback key

.MSG File Type Support in Review and Wet Signature Processes

Users can send .MSG file types when sending contract documents for review (simple review and Office 365 review) and wet signatures.

Account Number in Contract Relationship API

The following endpoint includes the account number in the account response.
GET /api/clm/v1/contracts/{contractId}/hierarchy

Navigation from CLM to CCI for Document Review

To review a document imported using Intelligent Import, users can click the Go to CCI Documents link on the Contract Details page in CLM to navigate to Conga CCI for document review.

Viewing the Clause Fields

Users can select a contract and click the Clauses tab on the contract details page to view the available clauses for that contract. Clicking the clause name link in the Clauses > Details tab displays the clause fields.

Editing the Clause Details Page Layout

Users can edit the Clause Details page layout by clicking the Edit Page button on the page header.

Redirecting to the Contract Details Page

Upon submitting a contract for approval, users can wait a few seconds or click the Take Me Back Now button to be redirected to the Contract Details page.

Reminder and Expiration Parameters for AdobeSign

Administrators can toggle the Show reminder and expiration for end user on or off to display or hide reminders and expiration-related parameters to the users when they send documents for AdobeSign signatures.

Displaying Fields for the Objects in the Contract Hierarchy card

Users can view the following fields for the account and contract objects in the contract hierarchy card.

  • Account: Account name and account number
  • Contract: Contract name, contract number and status

Viewing the Clause Content and Comparing the Clause Versions

Users can select a contract and click the Clauses tab on the contract details page to view the available clauses for that contract. Clicking the clause name link in the Clauses > Clause Contents tab displays the clause content, version number, and the source action next to the version.

The Compare Versions option in the Clause Content tab allows users to select two clause versions for comparison.

Hyperlinks in Smart Search Results

From the search results displayed according to the primary object specified in the search criteria, users can click the hyperlink to view details.
If the primary object is:

  • Contract: Users can click the contract name link to view the Contract Details page.
  • Contract Clause: Users can click the contract name link to view the Contract Details page.
  • Account: Users can click the account name link to view the Account Details page.