In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Max May '22 release. For documentation updates, see What's New in Max Documentation.

This documentation may describe optional features for which you have not purchased a license, therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

Packages

The packages and dependencies required to upgrade to this release and use all its new features are administered and maintained by Conga and are pushed to customers in the Max Implementation Package.zip file. See the Max documentation for setup instructions. 

System Requirements and Supported Platforms 

For information pertaining to the requirements and recommendations, you must consider before you proceed with the installation of the Conga product suite, see System Requirements and Supported Platforms Matrix.

New Features

The following feature is new to Conga Max in this release.

New REST APIs for Document, Admin Config, Conga APIs and Documents 

Max Document APIs

  • /{tenantId}/document/storageinfo: Return a storage profile for a specific tenant for a specific storage provider.
  • /{tenantId}/document/storageinfo: Create a storage profile for a storage provider.
  • /{tenantId}/document/storageinfo: Delete a storage profile for a provider.
  • /{tenantId}/document/ocr: Read a scanned document and return a searchable PDF.
  • /{tenantId}/document/ocrfromfile: Read a scanned document and return a searchable PDF.
  • /{tenantId}/document/ocrbulk: OCR scan image documents in bulk from a storage repository.
  • /{tenantId}/document/ocrbulkfromfile: OCR scan image documents in bulk from a single zip file.
  • /{tenantId}/document/convertocrformat: Convert an OCR output format to another.
  •  /{tenantId}/document/extracttables: Extract table data from a remote document.
  • /{tenantId}/document/extracttablesfromfile: Extract tables from an attached document.

IDD Admin Config APIs

  • /{tenantId}/config/provider: Register a provider.

  • /{tenantId}/config/provider: Get settings for a provider.
  • /{tenantId}/config/provider: Delete a provider.

  • /{tenantId}/config/provider/test: Test a new provider connection.

  • /{tenantId}/config/provider/test: Test an existing provider connection.

  • /{tenantId}/config/provider/sync: Sync provisions.

  • /{tenantId}/config/provisions: Get provisions.
  • /{tenantId}/config/provisions: Delete provisions table from IDD.
  • /{tenantId}/config/provisionslist: Get provisions.
  • /{tenantId}/config/provisionmap: Create or update a provision map.
  • /{tenantId}/config/provisionmap: Get all or a single provision map.
  • /{tenantId}/config/provisionmap: Delete a provision map.

IDD Conga APIs

  • /{tenantId}/services/fields: Get an object's field in Conga.
  • /{tenantId}/services/clauses: Get an object's clauses from Conga.
  • /{tenantId}/services/recordType: Get all record types in Conga.

  • /{tenantId}/services/baseobject: Create contract/agreement object based on input module.

  • /{tenantId}/services/postextraction: Call the post-processing API of the module, if that is exists.

  • /{tenantId}/services/uploadattachments: Upload the original and review documents.

  • /{tenantId}/services/customsettings: Set custom contract objects and APIs.
  • /{tenantId}/services/customsettings: Get custom contract objects and APIs.
  • /{tenantId}/services/registersession: Register a session in IDD.

  • /{tenantId}/services/review: Save the user review after extraction.

  •  /admin/services/sessioninfo: Get a registered session in IDD.

IDD Documents APIs

  • /{tenantId}/document/upload: Upload a document for processing.
  • /{tenantId}/document/status: Update document status information.
  • /{tenantId}/document/status: Get import status information.

  • /{tenantId}/document/testZuvaOCR: Test convert HOCR to ZUVA OCR.

  • /{tenantId}/document/list: Return a list of documents for a tenant.

  • /{tenantId}/document/metadata: Return metadata for a specific document.

  • /{tenantId}/document/usage: Return document statistics for a tenant.
  • /{tenantId}/document/extractions: Get extracted provisions.
  • /{tenantId}/document/pattern: Store the word pattern for searching.

  • /{tenantId}/document/record: Delete a document record.

For more information, see Conga Max REST APIs and Conga IDD REST APIs.

Enhancements

There are no new enhancements in this release.

Data Model Changes

There are no data model changes in this release. 

Fixed Issues 

There are no fixed issues in this release. 

Known Issues 

The following table provides the cumulative list of known issues up to this release. 

Conga Internal IDDescription
MAX-7688

Sometimes the Max server returns a blank API response.

MAX-7461

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DOC ID: MAXMAY22RN20220406