New Features and Enhancements
The following features and enhancements are new to Conga CLM in this release.
CLM API Support
Support of CLM API (afterImportOfflineDocsAsync) is required to create an agreement and import offline agreements in Conga for Google Docs.
Disable the Auto-Checkout of Contracts
The Conga Contract Lifecycle Management.Apttus.XA_DisableAutoCheckout custom permission, when set to true, does not automatically check out contracts.
Allow Accept/Reject from Third Party during Microsoft 365 Review
Administrators can allow or disallow external reviewers to accept or reject changes in the document received for review.
Improved User Experience
The user interface (UI) for new agreement creation is modified for a user experience similar to Salesforce Lightning UI.
Improved User Experience
For the following actions, the user interface is enhanced to be similar to the Salesforce Lightning UI:
- Amend agreement
- Clone agreement
- Renew agreement
Filter with Template Unique Name
You can search for templates using a template name or the template's unique name. If you search by a template name, the system searches the templates based on their names and displays relevant results. If you search by a template's unique name, the system searches the templates based on their unique names and displays relevant results.
Status and Status Category of Child Agreement (Amended or Renewed)
You can configure the APTS_StatusCategoriesToInclude admin entry to update any child agreement's (amended or renewed) status and status category to Expired or Terminated when the parent agreement status is expired or terminated.
You can configure the APTS_StatusCategoriesToExclude admin entry to block updating any child agreement's (amended or renewed) status and status category to Expired or Terminated when the parent agreement is expired or terminated.
After checking the Google Docs template in, you can view the document by clicking the View link in the Document Version related list.
Naming Convention for Amended, Cloned, or Renewed Agreements
Administrators can configure a default naming convention for agreements generated on amending, cloning or renewing agreements. They can override the default naming convention by configuring action-specific admin entries.
You can view amended & renewed agreements and agreements related to them from an Account’s Agreement Hierarchy.
You can view agreements related to the amended or renewed agreements displayed in Amendment and Renewals section in the parent agreement's hierarchy.
Improved User Experience
For the following actions, the user interface is enhanced to be similar to the Salesforce Lightning UI:
- Cancel agreement
- Expire agreement
- Terminate agreement
User.ReadBasic.All Graph API Permission
As an administrator, you can configure delegated permission flow with User.ReadBasic.All Graph API permission to allow Azure App to read a basic set of profile properties of other users in your organization on behalf of the signed-in user.
Agreement Actions after Generating an Agreement
After checking the Google Docs template in and generating an agreement, you can:
- Send the agreement for manual signature
- Send the agreement for eSignature
- Activate the agreement
- Amend, renew, or clone the agreement
Generating an Agreement
After checking a Google Docs template in, you can generate and submit an agreement.