This section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription

202409.2.0 Release











 

ClausesAdded best practices to the overview. 

 







Using the Clause Library for a TemplateAdded a note about cut and paste support for clauses within templates after Step 6. 
Checking In TemplatesAdded a note about handling special characters in document names for Microsoft O365 and Microsoft Word 2021. 
Creating Offline AgreementsUpdated the table of fields and descriptions. 
Importing Offline ContractsAdded Step 6 and Step 7. 
Checking in a Contract DocumentAdded Step 5. 
Protecting and Unprotecting a DocumentAdded Step 10. 
DocumentPublication DateTopicDescription
202409.1.0 Release






 


Working with Conga CopilotRemoved prerequisite and added the Asking Questions for Any Document section. 
DocumentPublication DateTopicDescription
202408.2.0 Release






 


Updating Fields from Conga CLMNew Topic
Inserting Fields in a TemplateUpdated Step 3. 
DocumentPublication DateTopicDescription
202408.1.0 Release






 


Opening a Contract DocumentUpdated the note after Step 4. 
Inserting and Deleting ClausesRemoved 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 TemplatesRemoved the restriction note about needing to check-in a template before inserting a clause from the clause library.
DocumentPublication DateTopicDescription
202407.2.0 Release






 

Installing X-Author for Contracts AdvancedNew Topic

 

Viewing X-Author for Contracts Advanced Templates in Conga DriveNew Topic
DocumentPublication DateTopicDescription
202407.1.1 Release






 






Sorting Repeat Table Line Items on a Single ColumnNew Topic 

Doc Clauses

  • Updated Step 4 of to View a Clause and updated the note after Step 5.
  • Changed mentions of "Marked for Removal" to "Marked for Delete".
Doc Fields
  • Updated Step 5 of To View and Change Fields and updated the note after Step 9.
  • Changed mentions of "Marked for Removal" to "Marked for Delete". 
Checking in a Contract DocumentUpdated Step 6. 
Opening a Contract DocumentUpdated Step 3 of To Open or To Open and Update a Contract Document and updated the note after Step 4. 
Promoting Clauses to Clause LibraryUpdated the Category and Subcategory descriptions in the table. 
DocumentPublication DateTopicDescription
 202406.2.0 Release



Creating New TemplatesUpdated Name table entry. 
Viewing and Replacing Alternate ClausesNew Topic
DocumentPublication DateTopicDescription
202405.2.0 Release

 

Admin Settings for X-Author for Contracts Advanced on the Conga PlatformUpdated 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. 


DocumentPublication DateTopicDescription
202403.3.0 Release

 




Defining Template LocaleNew Topic
Changing Field Format by LocaleNew Topic
Reviewing Import ResultsUpdated Step 2


DocumentPublication DateTopicDescription
202403.1.0 Release

 




Doc Fields
  • Updated Step 5 in the Marking Fields for Removal section.  
  • Updated Step 5 and Step 6 in the To validate fields section


Doc ClausesUpdated Step 4 in the Marking Clauses for Removal section.
Preview ReconciliationUpdated Step 3. 
ReconciliationUpdated Step 6. 


DocumentPublication DateTopicDescription
202402.1.0 Release

 

X-Author for Contracts Advanced for REST API DevelopersUpdated the API section with an introduction and link to the Conga Developer Portal. 

 







Preview ReconciliationUpdated the overview, Step 3, and Step 5. 


DocumentPublication DateTopicDescription
February'24 Release

 







Preview ReconciliationAdded the Limitations section.
Working with Conga CopilotNew Topic
Inserting Fields in a Template as a TableAdded Step 14 with substeps on how to sort repeat table line items.
Inserting Fields in a TemplateAdded a bullet point to the note at the bottom with information about rollup field support.


DocumentPublication DateTopicDescription
October '23 Release

 







Web Clauses Overview

New Topic

Checking in a Contract Document

Updated Topic

  • Users can now check-in a document in PDF/A format
  • Added a limitation note about Update Current Version functionality
  • Added a note that Contracts you check-in with the X-Author for Contracts Advanced add-in also update values for clauses, fields and insights in Conga Contract Intelligence for Platform.
Inserting Fields into a Template

Updated Topic

  • Added information on toggling the Read-Only field functionality on or off.
  • Added limitation note about replacing fields.
Working with Contract IntelligenceNew Topic
Comparing Standard ClausesNew Topic
Reviewing Import ResultsNew Topic
Making Columns and Rows Conditional in a Repeat Table and Repeat SectionUpdated steps and user interface references.
Installing Production X-Author for Contracts Advanced Using Microsoft AppSourceNew Topic
Making Clauses Smart in a TemplateUpdated topic with limitation information on reconciling comments added to smart clauses. 
Creating an Alternate ClauseUpdated steps. 


DocumentPublication DateTopicDescription
July '23 Release

 




Working with Contract IntelligenceNew Topic
Reviewing Import ResultsNew Topic
Checking in a Contract DocumentAdded a note with information about PDF/A and checking-in documents using Contract Intelligence. 
Inserting Fields in a TemplateAdded a note about toggling the Read-Only option. 
Making Table Columns and Rows ConditionalUpdated the steps to reflect user interface changes. 
Installing Production X-Author for Contracts Advanced Using Microsoft AppSourceNew Topic for Platform 


DocumentPublication DateTopicDescription
June '23 Release

 

X-Author for Contracts Advanced Configuration Settings in Conga CLM AdminNew Topic
Comparing and Merging Contract DocumentsNew Topic
Creating an Alternate ClauseNew Topic


DocumentPublication DateTopicDescription
February '23 Release

 

All topics are new in this release.NA