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What's New in X-Author for Contracts Advanced
This section lists changes in the documentation to support each release.
Document | Publication Date | Topic | Description |
---|---|---|---|
202409.2.0 Release |
| Using the Clause Library for a Template | Added a note about cut and paste support for clauses within templates after Step 6. |
Checking In Templates | Added a note about handling special characters in document names for Microsoft O365 and Microsoft Word 2021. | ||
Creating Offline Agreements | Updated the table of fields and descriptions. | ||
Importing Offline Contracts | Added Step 6 and Step 7. | ||
Checking in a Contract Document | Added Step 5. | ||
Protecting and Unprotecting a Document | Added Step 10. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202409.1.0 Release |
| Working with Conga Copilot | Removed prerequisite and added the Asking Questions for Any Document section. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202408.2.0 Release |
| Updating Fields from Conga CLM | New Topic |
Inserting Fields in a Template | Updated Step 3. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202408.1.0 Release |
| Opening a Contract Document | Updated the note after Step 4. |
Inserting and Deleting Clauses | Removed Behavior and Limitation section with workaround to a known issue where users had to add a space before and after inserted clauses. | ||
Using Clause Library for Templates | Removed the restriction note about needing to check-in a template before inserting a clause from the clause library. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.2.0 Release |
| Installing X-Author for Contracts Advanced | New Topic |
| Viewing X-Author for Contracts Advanced Templates in Conga Drive | New Topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.1.1 Release |
| Sorting Repeat Table Line Items on a Single Column | New Topic |
| |||
Doc Fields |
| ||
Checking in a Contract Document | Updated Step 6. | ||
Opening a Contract Document | Updated Step 3 of To Open or To Open and Update a Contract Document and updated the note after Step 4. | ||
Promoting Clauses to Clause Library | Updated the Category and Subcategory descriptions in the table. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202406.2.0 Release | Creating New Templates | Updated Name table entry. | |
Viewing and Replacing Alternate Clauses | New Topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
202405.2.0 Release |
| Admin Settings for X-Author for Contracts Advanced on the Conga Platform | Updated the XAAddInLoadType entry in the System Property table and added a link to CLM Setup in the Custom Permissions Specific to CLM for X-Author for Contracts on Conga Platform section. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.3.0 Release |
| Defining Template Locale | New Topic |
Changing Field Format by Locale | New Topic | ||
Reviewing Import Results | Updated Step 2 |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.1.0 Release |
| Doc Fields |
|
Doc Clauses | Updated Step 4 in the Marking Clauses for Removal section. | ||
Preview Reconciliation | Updated Step 3. | ||
Reconciliation | Updated Step 6. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.1.0 Release |
| X-Author for Contracts Advanced for REST API Developers | Updated the API section with an introduction and link to the Conga Developer Portal. |
| Preview Reconciliation | Updated the overview, Step 3, and Step 5. |
Document | Publication Date | Topic | Description |
---|---|---|---|
February'24 Release |
| Preview Reconciliation | Added the Limitations section. |
Working with Conga Copilot | New Topic | ||
Inserting Fields in a Template as a Table | Added Step 14 with substeps on how to sort repeat table line items. | ||
Inserting Fields in a Template | Added a bullet point to the note at the bottom with information about rollup field support. |
Document | Publication Date | Topic | Description |
---|---|---|---|
October '23 Release |
| Web Clauses Overview | New Topic |
Checking in a Contract Document | Updated Topic
| ||
Inserting Fields into a Template | Updated Topic
| ||
Working with Contract Intelligence | New Topic | ||
Comparing Standard Clauses | New Topic | ||
Reviewing Import Results | New Topic | ||
Making Columns and Rows Conditional in a Repeat Table and Repeat Section | Updated steps and user interface references. | ||
Installing Production X-Author for Contracts Advanced Using Microsoft AppSource | New Topic | ||
Making Clauses Smart in a Template | Updated topic with limitation information on reconciling comments added to smart clauses. | ||
Creating an Alternate Clause | Updated steps. |
Document | Publication Date | Topic | Description |
---|---|---|---|
July '23 Release |
| Working with Contract Intelligence | New Topic |
Reviewing Import Results | New Topic | ||
Checking in a Contract Document | Added a note with information about PDF/A and checking-in documents using Contract Intelligence. | ||
Inserting Fields in a Template | Added a note about toggling the Read-Only option. | ||
Making Table Columns and Rows Conditional | Updated the steps to reflect user interface changes. | ||
Installing Production X-Author for Contracts Advanced Using Microsoft AppSource | New Topic for Platform |
Document | Publication Date | Topic | Description |
---|---|---|---|
June '23 Release |
| X-Author for Contracts Advanced Configuration Settings in Conga CLM Admin | New Topic |
Comparing and Merging Contract Documents | New Topic | ||
Creating an Alternate Clause | New Topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 Release |
| All topics are new in this release. | NA |