New Features

The following features are new to Conga CLM on the Conga Platform in this release.

Contract Requests

The Contract Request feature in CLM enables users without contract creation permissions to raise contract requests. The following have been introduced in this release.

  • Creating a contract request
  • Searching contract requests

Smart Search

Smart Search returns a list of documents that match your search queries, from any records, regardless of where they are stored.

The search feature enables you to:

  • Search information using keywords.
  • Preview the document.
  • Download the document.
  • Export the document.

Incoming Requests

The Incoming Requests tab displays all incoming contract requests with a Request status and status category. On this tab, you can search for incoming requests.

Accounts

The Accounts feature contains information about customers and those with whom you conduct business. The following have been introduced in this release.

  • Creating an account
  • Deleting an account
  • Search accounts
  • Managing account's contact details
  • Managing account's contract details

Contacts

The Contacts feature contains contact details of customers or individuals. The following have been introduced in this release.

  • Creating a contact
  • Deleting a contact
  • Search contacts
  • Managing contact's contract details

Approvals for CLM

The workflow and the sequence of actions must be defined to enable Approvals. To configure Approvals, you must establish a sequence of approvals, each step of which enacts predefined rules. 

An approval flow serves as the framework for your approval request, providing options for setting up key objects like entry criteria. The Approval Flows feature allows you to create an approval flow.

Using Approvals, you can set an approval request for a contract. After an approval request is triggered, an approver can approve or reject a request via email or a Conga Platform org. The following have been introduced in this release.

  • Preview and Submit
  • My Approvals

Importing Bulk Data

You can import bulk data for Accounts, Contacts, and Contract objects into the Conga CLM application. You must enter the data in the object type-specific template file and then upload the file.

Viewing Recently Viewed Contracts

You can quickly return to your most recently viewed contracts using the “Recently Viewed” tab.

Changing a Contract's Ownership

You can assign a contract to a user or a user group for them to work on it. You can also assign a contract to yourself if it is already assigned to another user or a user group.

Deleting a Contract

When a contract is no longer required, you can delete it from the contract list.

APIs Introduced or Modified

Contract Request APIs

  • GET api/clm/v1/requests/
  • POST /api/clm/v1/requests: This API enables you to create a contract request record.

  • PUT api/clm/v1/requests/

  • DELETE api/clm/v1/requests/elete a contract request permanently from the system for the provided contract ID.

  • POST api/clm/v1/requests//documents: This API enables you to upload documents to a contract request record.

  • DELETE api/clm/v1/requests//documents: This API enables you to delete documents based on the provided document IDs for the specified contract request ID.

  • GET api/clm/v1/requests//documents: This API allows you to fetch all documents related to the provided contract ID.

  • POST /api/clm/v1/requests/query: This API executes a query request against the contract request records and returns matching records.

  • POST api/clm/v1/requests//cancel: This API enables you to cancel a contract request.

  • POST /api/clm/v1/requests/{id}/submit: This API enables you to submit a contract request.

Bulk Import APIs

  • GET api/clm/v1/import/templates/{format}: The API fetches bulk import templates for the provided objectName and format. 
  • POST /api/clm/v1/import/jobs/query: This API retrieves all bulk import job records.
  • POST /api/clm/v1/import/jobs: The API allows you to upload .CSV files and import bulk data into Conga CLM.
  • GET /api/clm/v1/import/jobs/{jobId}: This API gets the result (failure or success) for a given job.

Enhancements

The following enhancements are new in this release.

Mandatory Fields on the New Contract Information page

When you create a new contract (via Contract Form, Import Document or Intelligent import), the Contract Type and Account are mandatory fields.

Microsoft 365 Review

The following enhancements are made to the Microsoft 365 Review feature:

  • User's role is displayed under each user's name in the To field.
  • An administrator can enable the Show Related Documents setting from General Settings to show Related Documents tab when users initiate Microsoft 365 review. A list of parent, child, or sibling documents is displayed in the Related Documents tab for the users to select documents from the contracts related to the current contract.
  • A new review cannot be initiated for a document that is already in review and such a document is not available for selection for sending to the reviewers.
  • The navigation to manage a review cycle is changed. A Review Cycle icon is added to the right panel. You can view review cycles, add reviewers, cancel review for a reviewer, cancel the review cycle, finish review for a reviewer and finish the review cycle from the Manage Review Cycle page.

Simple Review

The following enhancements are made to the Simple Review feature:

  • An administrator can enable the Show Related Documents setting from General Settings to show Related Documents tab when users initiate Microsoft 365 review. A list of parent, child, or sibling documents is displayed in the Related Documents tab for the users to select documents from the contracts related to the current contract.
  • You can add external email addresses also to the To field. 
  • You can finish the review with or without uploading the document. If you choose to upload, the uploaded document will be available in the Documents tab as “Contract Document” with a new version.
  • The navigation to manage a review cycle is changed. A Review Cycle icon is added to the right panel. You can view review cycles, add reviewers, cancel review for a reviewer, cancel the review cycle, finish review for a reviewer and finish the review cycle from the Manage Review Cycle page.

Signature

When you send document for manual signature or eSignature, you can add contacts and external email addresses also to the To field. 

General Settings

A Document Password setting configured to restrict the accessibility of a document can be masked and unmasked by clicking the Show Password icon.

Chronological Data in the Activity History

Activity panel for contracts display details the activity list in a chronological order. The activities older than a month are grouped under "Older" category.

Status Categories and Statuses

When you create a new contract, the contract status list is populated with values based on the selected status category.