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CLM Features List
| Release Added/Modified | Feature |
|---|---|
| Version 15.740 (February '24) | Salesforce Permission Sets Support |
Restricting Imported File Formats | |
Defining a Naming Convention for Supporting Documents | |
Defining the Default Reviewers | |
Defining the Default Signatories | |
| Version 14.723 (October '23) | Migrating Workflow Rules to Flow |
| Integrate with OneSpan Sign | |
| Enhanced Send for Signature User Interface | |
| Sync Data between Salesforce and Conga Platform for CLM | |
| Document Attachment Options for Activation Notification | |
| Completing the Office 365 Review Cycle via Email | |
| Removed Dependency on APTS_DefaultEmailContactName | |
| Customize the Add More Button | |
| Restriction for External Reviewers | |
| Email Notification for Office 365 Review | |
| Version 14.709 (June '23) | Run Clone, Amend, and Renew Processes in the Background |
| Retry Failed Document Review | |
| Document Type for Imported Document | |
| View Comments Icon | |
| View a List of Uploaded Documents | |
| Set Default Value for an Input Field and Make it User Editable | |
| Removed Agreement Name and Type | |
| Mark an Add Attachment Field as Required | |
| Version 14.696 (February '23) | Send Documents for Mixed Review using Office 365 |
| Use SharePoint Site for Office 365 Review | |
| Impact of Salesforce Org’s Hostnames Changes on CLM | |
| Control Document Activation | |
| Import Offline Conga Generated Documents without Metadata | |
| Increase in Character Limit | |
| Version 13.683 (September '22) | DocuSign OAuth 2.0 Authentication Integration |
| Introduced an Admin Entry for Header and Footer | |
| Add Reviewers or Remove Reviewers During Office 365 Review | |
| Version 13.669 (May '22) | Integrate CLM with Conga Contract Intelligence |
| Send an Agreement Document for Collaborative Review using Office 365 Review | |
| CLM Supports Conga AI for Intelligent Discovery | |
| Changes to Agreement Name | |
| Updates to Review Cycle Page | |
| Moved Review Buttons on the MS Teams Review Cycle Page | |
| Introduced the APTS_TranslatePickValuesInDocs Admin Entry | |
| Unsubscribe from Parallel Review Emails | |
| Apply Version Number to Merged Document | |
| Retain Existing Header and Footer or Add Custom Header and Footer in the Merged Document | |
| Remove Page Breaks Between Merged Documents | |
| Version 12.654 (December '21) | Integrate CLM with Conga Sign |
| New User Interface for Send for Review Flow | |
| Removed User Experience Analysis Component | |
| Clone, Amend, or Renew Agreements with Large Files | |
| Update an Existing Document Version by Importing Offline Documents | |
| Introduced New Clause Approval Status | |
| Change Agreement Status After Clause Approval | |
| Restrict Users from Sending Non-Essential Documents for Review | |
| Availability of the Upload Reviewed Document Button | |
| View Review Cycle of Each Document | |
| Set Field and Clause Level Permissions During Parallel Review | |
| View Review Cycle Details on the Agreement Detail Page | |
| Configure Columns in the Documents Tab | |
| Restrict Supporting Documents During Review | |
| No Dependency on Track Activities | |
| Admin Entries Updates for Send for Review | |
| Update Email Body While Sending for Review | |
| Version 12.630 (Summer '21) | Mandatory Configuration while Migrating Large Attachments to Files |
| Ability to Configure PDF/A as a Document Output Format | |
| Ability to Configure Email Notifications for Review Cycle Cancellation | |
| Enhanced User Experience of the Clauses Tab | |
| Enhanced User Experience of Send for Review and Send for Parallel Review Pages (Pilot Version) | |
| Ability to Send Multiple Documents for Parallel Review | |
| Ability to Send Related Agreements for Parallel Review | |
| Ability to Filter Related Agreements Based on Primary Agreement Status and Status Category | |
| Enhanced Character Limit for End Review Comments | |
| Ability to Add Subtype While Creating an Agreement | |
| Increased Clause Character Limit | |
| Increased Spacing on Wizard UI | |
| Ability to Add Multiple Contacts to a Review Cycle | |
| Ability to Turn On the Use Intelligent Discovery Toggle Button by Default | |
| Ability to Configure File Size Column | |
| Ability to Automatically Generate the Smart Search Registration Setting for Smart Search | |
| Ability to Configure Smart Search as a Chatbot | |
| Enhancements to Smart Search | |
| Moved Smart Search Functionality to Base Package | |
| Deprecated Agreement Document Search | |
| Ability to Delete Intelligent Data Discovery Settings | |
| Ability to Migrate Mappings from Salesforce to Intelligent Data Discovery | |
| Ability to Delete Mappings from AI Engine | |
| Version 12.605 (Spring '21) | Introduced Smart Search |
| Ability to Set Up Organization-Wide Email Address | |
| Ability to Configure Email Notifications for Review Cycle and Activation | |
| Introduced New Activation UI | |
| Ability to Configure the Header Fields on the In Effect View Page | |
| Introduced REST APIs | |
| Introduced New CLM Theme | |
| Ability to View the Progress Bar | |
| Ability to Configure Custom Buttons | |
| Deprecated OCC Related Artifacts | |
| Restricted Guest User Access | |
| Ability to View Large Files in Document Viewer | |
| Enhanced Agreement Version Number Field | |
| Ability to Select a Field Value from Multiple Field Values Extracted from Kira | |
| Removed Review Offline Button in Lightning | |
| User Experience Analysis for Intelligent Discovery | |
| Ability to Customize In Effect View and View Hierarchy Buttons | |
| Ability to Exclude Objects from the Wizard Dropdown | |
| Ability to Set Frequency for Creating MS Teams Channel | |
| Version 11.582 (Winter 2020) | Mandatory Configuration for Salesforce Lightning Users |
| Ability to Define OCC Access Mode for User Profiles | |
| Ability to Download Documents Processed by Intelligent Discovery | |
| Enhanced Action Panel in Lightning | |
| Ability to Skip Steps During Agreement Activation | |
| Renamed Intelligent Import | |
| Enhanced UI for Importing Offline Documents | |
| Ability to Remove Path Field | |
| Ability to Upload Reviewed Documents from the Agreement Detail Page | |
| Ability to Configure Email Templates in Lightning | |
| Updates to the Review Cycle | |
| Ability to Open the Agreement Detail page from the Search Contract Documents Page | |
| Ability to Upload Signed Documents using Intelligent Discovery | |
| Ability to Send Large Files for Review and Signatures | |
| Enhancements to the Generate Document Page | |
| Updates to Activating Agreements | |
| Ability to Retain the Name of the Imported Document in the Merged Document | |
| Ability to Change the Document Type and Add Comments While Importing Supporting Documents | |
| Ability to Refresh Intelligent Discovery Status and the Retry Import Document | |
| Enhanced Intelligent Discovery Data Processing | |
| Removed the Import Large Files Button | |
| Version 11.547 (Summer 2020) | Ability to Collaborate Online |
| Ability to Merge Documents in Salesforce Lightning | |
| Ability to Identify Document Type for Version Aware Agreement | |
| Ability to Import Supporting Documents | |
| Ability to Ending Parallel Review without Document | |
| Ability to Notify a Reviewer on Review Cancellation | |
| Enhancement to Parallel Review | |
| Ability to View Number of Pages and the Language of the Document on Document Viewer | |
| Enhancement to Intelligent Import | |
| Support for Mapping Project and Record Type to Provisions | |
| Ability to Test IDE Connection | |
| Ability to Navigate to the Clause while Reviewing Intelligently Imported Document | |
| Ability to Edit Email Templates for Intelligent Processing | |
| Ability to Upload Signed Documents using Intelligent Import | |
| Ability to Configure the Availability of the Upload Signed Document Button | |
| Ability Configure Columns in the Template Selection Page in Lightning | |
| Ability to Add Help Text for Template Selection | |
| Ability to Add Custom Button API Names in Salesforce Lightning | |
| Document Version Support for Signed Documents | |
| Apttus User Experience Analysis | |
| Version 11.518 (Spring ’20) | Upload Signed Documents in Lightning |
| Intelligent Import Admin Console for Lightning | |
| Import Large Files in Lightning | |
| Run Wizard in Lightning | |
| Lite User License | |
| Single Sign-on for Salesforce and Kira | |
| Updates to Installation | |
| Delete Documents from Kira | |
| Retrieve Highlighted Documents from Kira | |
| Update to Clause Status | |
| Apttus User Experience Analysis | |
| New Comply System Properties | |
| Version 10.491 (Winter ’19) | Ability to Send Agreement Documents for Microsoft Teams Review |
| New Agreement Hierarchy View for Accounts | |
| New In-Effect View to Access In-Effect Agreement Details | |
| Support for Salesforce Lightning Console | |
| New Cloning Specifications | |
| Introduced Clause Versioning | |
| Updates to Basic Search Filters | |
| Updates to the Review Cycle Page | |
| Restriction for Activating an Agreement | |
| Updates to Agreement Clauses | |
| Updates to Emailing Multiple Agreement Documents | |
| Introduced the Executed Date Field | |
| Updates to Manage Package | |
| 10.465 (Summer '19) | View Agreement Hierarchy |
| Searching Agreement Documents | |
| Send Agreement Documents for Parallel Review | |
| 10.444 (Spring ’19) | Send Highlighted or Unhighlighted Documents for Review |
| Email Multiple Agreement Documents | |
| Update Record Type While Amending an Agreement | |
| Introduced the OCR Quality field on the Document Viewer | |
| Ability to View the Regenerate Button on X-Author Contracts | |
| Introduced Review Offline Document Status Popup | |
| Ability to Add Clause When Reviewing an Offline Document | |
| No Restrictions on File Format for Uploading Documents | |
| Validate Email Ids and Contacts | |
| Clause Status for the Executed Documents | |
| OOTB Custom Links for IDE Settings | |
| 9.432 (Winter ’18) | Intelligent Data Extraction for Importing Offline Agreements |
| Ability to Configure Clone Specifications Based on Record Types | |
| Ability to Define Naming Convention for Different Record Types | |
| 9.417 (Summer ’18) | Customize Action Panel in Classic Mode |
| Delete smart elements | |
| 9.406 (Spring ‘18 MR) | AgreementHirarchy and AccountHirarchy Schedulable Classes |
| Add Custom Action Buttons to Agreement Actions Panel in Lightning | |
| Filter for the Additional To Field | |
| Launch Community Portals | |
| Enable Work Orders | |
| 9.397 (Spring ‘18) | Support for Salesforce Files |
| Attachments To Files Migration | |
| Support for Shield Platform Encryption | |
| Author Web Service | |
| 9.393.1 (Winter ’17 Patch 1) | Wizard Agreement Question Field Limit Enhancement |
| Wizard Rule Object Field Value Enhancement | |
| 8.9.0392 (Winter ‘17) | There are no new features introduced in this release. |
| 8.9.0386 (Summer '17) | New Agreement Pages with Lightning Design |
| Trim Document Version Property | |
| 8.7.0376 (Spring '17) | Auto Increment of Document Versions |
| X-Author Connected App Security | |
| 8.7.0368 (Feb '17) | Enhancement to Agreement Explorer |
| Hide Smart Boundaries for 3rd Party Users | |
| Template Support for Custom Object Generation | |
| Enhancement to Template Versioning | |
| 8.5.0361 (Aug '16 SP1 P2) | Enhancement for generating on a custom object |
| 8.5.0359 (Aug '16 SP1) | Agreement Clause Versioning |
| 8.5.0354 (Aug '16) | Changes to Send for Review/Send for Signature Workflow |
| 8.4.0342 (May '16) | Template Versioning |
| Contract Wizard Enhancements | |
| Dynamic Document Assembly Enhancements | |
| Draft Agreement Enhancement: Agreement New Field Set | |
| 8.4.0321 (Feb '16) | Document Finder |
| Self-Service Configurable Wizards | |
| Configurable Wizard Enhancements | |
| API: Package Multiple Documents (createWordPackage) | |
| 8.3 (Nov '15) | Agreement Explorer |
| Configurable Wizard Enhancements | |
| 8.291 (Aug Patch) | Support for X-Author Contracts Send for Review |
| 8 (Aug '15) | Contract Document Versioning |
| Enhancements to Agreement Clauses (FX2 Format) | |
| 7.1 (Feb '15) | Dynamic Document Assembly Enhancements |
| Document Generation Capabilities | |
| Auto-selecting a Template | |
| Generate or Preview Page Enhancement for Agreement | |
| Configurable Wizard | |
| Marking an Agreement Document as Private | |
| 7 (Oct '14) | Dynamic Document Assembly |
| Merge Field Optimization | |
| Improvements to Offline Agreements | |
| Improved Document Generation | |
| 6.5 (Aug '14) | Enhanced Agreement Rules |
| 6.3 (Aug '13) | Enable Salesforce CRM Content |
| VisualForce Pages and Custom Objects (version 6.3) | |
| Clearing Cloned Agreement Fields | |
| 6.0 (Apr '12) | AuthorWebService |
| Visualforce Pages (version 6.1) | |
| 5.1 (Mar ’12) | Multiple Agreement Generation |
| Agreement Web Service | |
| Merge Web Service | |
| Inclusion Criteria for Agreement Rules |