New Features
Following is the new feature introduced in this release:
In this release, users now have the ability to re-mark the extracted fields and lookup fields while reviewing them in the Doc Fields tab.
In this release, users now have the ability to delete the extracted fields and lookup fields while reviewing them in the Doc Fields tab.
Enhancements
The following section describes existing features that are changed (or are no longer supported) in this release.
Enhancements to User Interface
The UI of the following pages is enhanced in both Conga CLM and Conga CLM (Contracts for Salesforce) for a better user experience.
| User Interface | Enhancement |
|---|
| Side Navigation Menu | Enhanced to better reflect and access features such as Contracts, Templates, Documentation, TechSupport, and App details. |
| Creating a New Template | The button label 'Save' has been changed to 'Create New'. |
| View Versions | Enhanced for a better user experience. |
| Insert Fields | The flow of inserting fields is enhanced for a better user experience. |
| Field and Clause properties on the landing page | Enhanced for a better user experience. |
Condition Icon ( ) | A lighting icon is introduced in this release to indicate a specific segment or clause is conditional. |
Opening Templates in the same instance
You can open the required template in the same instance without downloading it.
Renaming the Playbook to Clause Library
In Summer '21 release, the Playbook is renamed Clause Libray.
Ability to view all Conditions added to Segments and Clauses
You can view the conditions applied to Clause under Clause name by clicking on the "lightning" icon.
Ability to view field type in Insert Field pop-up window
You can view the field type while inserting a field in a template in Conga CLM and Conga CLM (Contracts for Salesforce).