In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the X-Author for Contracts Sept '22 release. For documentation updates, see What's New in X-Author for Contracts Documentation.
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 Customer Success Manager (CSM) or Account Executive (AE) for information on your specific features and licensing.
The X-Author for Contracts package is automatically upgraded to the latest release without any intervention. Conga Contract Lifecycle Management (dependent package) must be upgraded to this release. Prerequisites for each feature can be found in its documentation. The packages marked (New) are new in this release.
|Product||Latest Certified Version Name||Latest Certified Version Name|
Conga Contract Lifecycle Management (New)
(Required if you are using Conga Contract Lifecycle Management)
The previous two (n – 2) versions of Conga Contract Lifecycle Management are also supported.
Conga CLM (Contracts for Salesforce) (Required if you are using Conga CLM (Contracts for Salesforce))
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see System Requirements and Supported Platforms Matrix.
The following feature is new to X-Author for Contracts in this release.
Creating New Risk for Insights
You can now identify new risk from the X-Author for Contracts pane. These risks will be listed in the Insights menu for risk assessment. For more information, see Identifying Agreement Risk Using Intelligent Risk Management (Insights).
There are no new enhancements 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.
|Case Number||Conga Internal ID||Description|
|00806253||XAJS-5938||Logging in to X-Author for Contracts displays an error message.|
Converting a PDF document to DOCX and importing it in X-Author for Contracts results in an error during check-in.
|NA||XAJS-5872||Checking in a template fails and results in an error message.|
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
Inserting a clause as text in a document, unprotecting the document, and checking it in does not add the "InsertedasText" entry for the clause in the agreement clause list.
|XAJS-5867||The clauses that get marked after Review Import Results are marked as deleted with content control border.|
After clicking the Insights menu, the Insights pane is blank.
Workaround: Reload the X-Author for Contracts pane to view the InSights details.
Fields and clauses extracted using the Insights option that is not marked in X-Author for Contracts due to overlapping extractions display excessive insights.
|XAJS-5800||Generating an agreement document that has conditions for segments inside a repeat table is not validated.|
When updating CLM fields in an agreement document containing conditionalized repeat tables, the updated field values fail to display.
Editing text or a smart field in the first paragraph of a document sent for external review using Office 365 results in an error message.
Inserting a clause (containing segments) without applying formatting inside a numbered or bulleted list of a template inserts a blank numbered or bulleted line after the clause.
Workaround: Delete the blank numbered or bulleted line manually.
Refreshing a clause that has a conditional segment retains the clause, but removes the conditional segment associated with the clause.
Workaround: Add a line break before the clause inside the segment, and then refresh the clause.
Using the Delete button to delete a field from an open agreement document containing read-only fields works in Microsoft Word 16.54, but not in Word 16.47.
|XAJS-5256||Checking out an older version of an agreement document that is in pending approval status does not display the lock message.|
|XAJS-5176||The Spanish date format dd MMM yyyy populates the Date field differently in CLM and X-Author for Contracts.|
If a template's name contains special characters, they are replaced with spaces. In Conga CLM, however, special characters are not replaced, and the template name is saved as-is.
With X-Author for Contracts for Conga CLM (Contracts for Salesforce), setting a style for a segment containing clauses or clause bundles does not apply the selected style to the clauses or clause bundles in the agreement document.
The formatting of the bulleted list is not proper when you:
The Update from CLM and Preview Reconcile actions convert the contract date to an invalid date format in Croatian.
Generating an agreement using a non-localized template adds a currency prefix symbol to the currency data type field.
Workaround: Set the APTS_DoNotPrefixCurrency admin entry to true while generating agreement documents.
When you change the value of a smart field in a document and compare it, the compare pane stops responding.
|XAJS-2885||The currency format for the reference lookup currency field is not displaying the configured record-level currency.|
Clicking Reject Changes appends current values to smart fields instead of replacing them.
|XAJS-2700||Some built-in style segments do not apply in the generated document.|
DOC ID: XACSEP22RN20220907