The following table lists changes in the documentation to support each release.

Document Publication DateTopicDescription
2021.12.0

 

Working with Ad Hoc ApprovalModified topic. Updated the section: To add ad hoc approvers.
Working with Clause LibraryModified topic. Updated introduction.
Document Publication DateTopicDescription
2021.11.0

 

Deleting a Smart ClauseNew topic. A new feature for this release.
Working with Clause Library

Modified topic.

  • Updated introduction.
  • Added a new section, to insert a clause that needs approval.
Working with Ad Hoc ApprovalModified topic. Added a new section, to create a new ad hoc approval process.
Working with Clause Approvals

Modified topic. Updated the following sections:

  • Progression on clause after the clause approval cycle is complete.
  • Restrictions.
Working with Different UI ModesModified topic. Updated restrictions.
Publishing DocumentsModified topic. Updated restrictions.
Precedence for Clause Approval ActionsNew topic. A new feature for this release.
Document Publication DateTopicDescription
2021.10.0

 

Enabling Ad hoc approval SettingNew topic. A new feature for this release.
Working with Ad hoc approvalNew topic. A new feature for this release.

Working with Clause Approvals

Modified topic. Added the following sections:

  • To reassign an approval request
  • To approve or reject a clause from OCC

Updated the following topics:

  • Introduction
  • To cancel a clause approval
working with different UI modes

Modified topic. Updated the following sections:

  • Negotiating mode
  • Negotiate plus mode
  • Edit mode
  • Read-only access
Canceling clause approval requestModified topic. Updated the section: To cancel clause approval request.
Publishing documentsModified topic. Added restriction.
Document Publication DateTopicDescription
2021.9.0

 

Upgrading OCC

Modified topic. Added the following sections:

  • Post upgrade task.
  • The task to remove OCC default permissions.
  • Updated the introduction to include notification for new releases of OCC documentation.
Disabling Cancel Clause Approval RequestNew topic. A new feature for this release.

Canceling Clause Approval Request

New topic. A new feature for this release.
Working with Clause Approvals

Modified topic. Added the following sections:

  • Progression on clause after the clause approval cycle is complete.
  • Updated restrictions.
Working with Different UI ModesModified topic. Added restrictions.
Replacing a Clause with an Alternate Clause

Modified topic. Updated restrictions.

Resizing Rows and Columns in a TableNew topic. Added the expected behavior displayed while formatting the table in OCC.
Managing Clause ApprovalsNew topic. Added prerequisites for clause approvals.
Document Publication DateTopicDescription
2021.8.0







 








Upgrading OCCModified topic. Added a post-upgrade task.
Configuring OCC Access Modes and Sharing Settings Modified topic. Added a prerequisite.
Configuring PermissionsModified topic. Added details about the OCCProfileLevelSettingsRestService apex class.
Configuring Publish OptionsNew topic. A new feature for this release.

Comply System Properties

New topic. Added the Enable Clause Approvals comply system property.

Working with Different UI Modes

Modified topic. Updated the following sections:

  • Read-only Access
  • Edit 
  • Negotiate Plus 
  • Restriction
Setting Up ApprovalsNew topic. A new feature for this release.

Working with Clause Approvals

New topic. A new feature for this release.

Formatting Differences Between MS Word and OCC

New topic. A new feature for this release.

Publishing Documents

Modified topic. Added a prerequisite and a restriction.

Working with Documents in CLM

Modified topic. Updated restrictions.

Document Publication DateTopicDescription
Summer '21

 

Configuring Documents Tab in LightningModified topic. Added details about configuring the Delete button.
Working with Documents in CLM (Contracts for Salesforce)Modified topic. Added document locking sections. 
Publishing Documents

Modified topic. Added details about:

  • New UI configuration steps.
  • Including or removing watermarks.
Working with Documents in CLM

Modified topic. Added details about:

  • Deleting agreement documents.
  • Notification messages on navigating away from OCC.
  • Adding page breaks in a document.
  • Selecting a whole table.
Replacing a Clause with an Alternate ClauseModified topic. Removed note that this feature is only available for CLM. CLM (Contracts for Salesforce) now supports this feature too. 
Document TopicDescription
Spring '21 (Rev A)Publishing Documents in CLM (Contracts for Salesforce)Modified topic. Added details about support for page breaks.
Publishing DocumentsModified topic. Added details about support for page breaks.
Spring '21




About User GuideNew topic.
About Online Contract CollaborationNew topic.
Replacing a Clause with an Alternate ClauseNew topic. A new feature for this release.
Working with Documents in CLM (Contracts for Salesforce)New topic. A new feature for this release.
Publishing Documents in CLM (Contracts for Salesforce)New topic. A new feature for this release.
Features in CLM Vs. CLM (Contracts for Salesforce)New topic. A new feature for this release.
About Administrator GuideNew topic.
Logging In To Conga OCCNew topic. A new feature for this release.
Installing Conga OCC for Conga CLMNew topic. A new feature for this release.
Setting Up CLM (Contracts for Salesforce) to Use Online Contract Collaboration with Salesforce LightningNew topic. A new feature for this release.
Setting Up CLM (Contracts for Salesforce) to Use Online Contract Collaboration with Salesforce ClassicNew topic. A new feature for this release.
Working with Documents in CLM (Contracts for Salesforce)New topic. A new feature for this release.
Post-Installation Settings for Conga CLMNew topic. A new feature for this release.
Configuring OCC SettingsNew topic. A new feature for this release.
Configuring Permissions for OCC ArtifactsNew topic. A new feature for this release.
Configuring Details Sidebar FieldsNew topic. A new feature for this release.
Configuring the Alternate Clauses Tab in LightningNew topic. A new feature for this release.
Managing Alternate Clauses in LightningNew topic. A new feature for this release.