In these release notes, you can find packages, requirements, features, enhancements, data model changes, fixed issues, and known issues for the Online Contract Collaboration (OCC) 2022.3.0 release. For documentation updates, see What's New in OCC 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.
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
|Package||Latest Certified Version (Name | Number)|
If you are an existing user, the OCC package is automatically upgraded.
Conga Contract Lifecycle Management (New)
(Required if you use Conga CLM)
12.2.0654 | 12.654
Conga (CLM) Contracts for Salesforce (New)
(Required if you use Conga (CLM) Contracts for Salesforce)
Conga Approvals (New)
(Required if you use clause approvals feature)
12.2.0286.5 | 12.286.5
OCC GA Release Configuration
By default, your production org references the GA version of OCC. If you have configured OCC for a preview release, you must change the OCC setting to use the GA version.
To change your OCC Setting
- Go to Setup > Custom Code > Custom Settings > OCC Settings > Manage.
- Edit System Properties and update OCC URL as shown at https://xajs.apttuscloud.com.
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing this Conga product suite, see System Requirements and Supported Platforms Matrix.
There are no new features in this release. Keep checking the Conga Documentation Portal for new updates.
There are no enhancements in this release.
Data Model Changes
There are no data model changes in this release.
The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.
Conga Internal ID
When you publish a document in OCC, the following error message is displayed:
When you open a redlined document containing comments in OCC, the following error message is displayed:
|00784496||OCC-1773||When you open an agreement document in OCC, a conversion service error is displayed.|
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
When a clause contains different bullet styles within a table, bullets are removed after the document is published.
When a user inserts a clause with a table containing bulleted content, the bullet for an inserted clause disappears.
When a user applies a left indent for a bullet point for a clause inserted in MS Word, the alignment goes out of the smart boundary in OCC.
When a user deletes unnumbered bullets and publishes the document without redlines, the bullets are not deleted in the published document.
Workaround: After deleting the unnumbered bullets, accept the track changes.
|OCC-953||If a user highlights any field using the Smart Data pane without clicking inside the document, the complete document is highlighted when opened in the Safari browser.|
|OCC-759||In the Editing UI mode, when a user selects a picklist field value, the context menu (which allows adding comments for picklist fields in the document) is not available.|
In Conga CLM (Contracts for Salesforce), a user cannot publish a document if there are duplicate clauses in the managed clauses.
DOC ID: OCC3.0RN20220302