This release note contains the following information about Online Contract Collaboration (OCC) Spring21.04.09 Release.

For more information on new features, enhancements, and document improvements refer to

  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

PackageLatest Certified Version (Name | Number)

Conga Base Library 

(Required if you use Conga CLM)

2.0.150 | 2.150

Conga Contract Lifecycle Management 

(Required if you use Conga CLM)

12.0.0605 | 12.605

Conga Content Integration 

(Required if you use Conga CLM)

7.0.0016 | 7.16

Conga (CLM) Contracts for Salesforce 

(Required if you use Conga (CLM) Contracts for Salesforce)

2.45
Conga OCC 

1.4 | 1.4

If you have already installed OCC v1.4 in your org, this patch will be auto-upgraded and you do not need to perform any manual operation.

If you have yet not installed OCC v1.4 in your org, and you are interested in the features or fixes of this patch, you must install OCC v1.4 (Spring '21 OCC package) along with CLM or CLM (Contracts for Salesforce).

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix

System Requirements and Supported Platforms 

OCC is a web-based, on-demand application that is accessed via a standard web browser through the Internet. Before you install and start using OCC, you must ensure the minimum system requirements.

System Requirements
ItemRequirement
Operating SystemStandard Salesforce.com requirements. 
Browser

Conga supports the following browsers:

  • Google Chrome
  • Microsoft Edge Chromium

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

New Features

There are no new features in this release. Keep checking the documentation portal for updates.

Enhancements

The following enhancements are new to OCC in this release.

Retaining Page Breaks after Publishing

You can see page breaks in OCC and retain the page breaks after publishing documents. 

Get Started

For details on publishing documents, refer to Publishing Documents in CLM and Publishing Documents in CLM (Contracts for Salesforce) in OCC Spring '21 User Guide.

Data Model Changes 

There are no data model changes in this release.

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
00113196OCC-1033

When a user opened a document in OCC, the system automatically updated and accepted clauses. After the user published the document without any changes, the system created records for modified agreement clauses.

00113167OCC-1034In a negotiated document, the numeric bullets did not have a dot after the number.
00113224OCC-1035After publishing a document, a user observed an extra space appended after merge fields.
00113817OCC-1083A user observed that the numbering of the second-level bullet formatting did not restart in a new paragraph.

Known Issues 

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

Conga Internal IDDescription
OCC-1028A user may observe inconsistent indentation in a published document.
OCC-953After opening a document in the Safari browser, the complete document was highlighted if a user highlighted any field using the smart data pane without clicking inside the document.
OCC-699

When a user performs undo or redo action, the warning and info icons do not change for the tracked changed clauses.

OCC-759In the Editing UI Mode, when a user selects a picklist field value, the context menu is not available which allows adding comments for picklist fields in the document.
OCC-890

In Conga CLM (Contracts for Salesforce), a user cannot publish a document if there are duplicate clauses in the managed clauses.

DOC ID: OCCSPR210412RN