Enhancements

Alternate Clause Management for CLM (Contracts for Salesforce)

CLM (Contracts for Salesforce) now supports clause management with OCC.

Viewing Locked Online Contract Collaboration Documents

Contract owners can now open documents locked for editing by other users in read-only mode, and view a document's editing history. 

PDF Document View Grid

  • Added an Online Contract Collaboration PDF Document View Grid to the Unified CLM Layout Lightning page that displays all PDFs uploaded to an associated record.
  • You can now also add an Online Contract Collaboration PDF Document View Grid Visualforce page to a page layout in Salesforce Classic. 

Online Contract Collaboration Integration: Create PDF

  • When publishing an agreement document using Online Contract Collaboration within CLM (Contracts for Salesforce) for templates created using X-Author, you now have the option to select Add PDF Attachment or Create additional PDF Attachment on the Publish screen. These PDFs are stored under the Documents tab in the new PDF Attachments section. 

Improved Auto Configuration Error Messaging

  • Improved error messaging was added to the Auto Configuration to let you know why component creation failed.