Release Notes contain the following information about X-Author for Contracts Spring '21 Release.

For more information on new features, enhancements, and document improvements refer to What's New in X-Author for Contracts Spring '21 User Guide.

  • 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
  • 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 X-Author for Contracts package is automatically upgraded to the latest release without any intervention. Conga Contract Lifecycle Management (dependent package) is required to be upgraded to this release. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

ProductLatest Certified Version (Version Name | Version Number)

X-Author for Contracts (New)

2101

Conga Contract Lifecycle Management (New)

(Required if you are using Conga Contract Lifecycle Management)

12.0.0605 | 12.605 or later

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)) (New)

2.44

Before installing or upgrading 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

The following table lists the minimum requirements for installing and using X-Author for Contracts on the Windows operating system.

System RequirementMinimum Supported Version
Windows Operating SystemWindows 10
Microsoft Office

Office 365 versions up to 16.0.11629 version

The following table lists the minimum requirements for installing and using X-Author for Contracts on the Mac operating system.

System RequirementMinimum Supported Version
Mac Operating SystemmacOS Mojave (version 10.14.5)
Microsoft OfficeMicrosoft Office version16.34 or higher 

New features and technologies are continuously deployed in new releases by X-Author for Contracts and they are supported by Conga where the associated Microsoft Office versions are also still supported by Microsoft. As Mircosoft ends its own support for any Office version, subsequent new Conga release will no longer be developed, tested, or committed to support the application, on that version.

New Features

The following feature is new to X-Author for Contracts in this release. 

Install X-Author for Contracts Add-in using Microsoft AppSource

Now, X-Author for Contracts add-in is available on Microsoft AppSource. You can install the X-Author for Contracts as a Microsoft Word add-in on Mac or Windows operating system

Get Started

For details on installing X-Author for Contracts, refer to Installing Production X-Author for Contracts, in X-Author for Contracts User Guide.

Enhancements

The following enhancements are new to X-Author for Contracts in this release.

Ability to Create Alternate Clause

You can tag a clause as an alternate clause while creating a template from X-Author for Contracts.

Get Started

For details on creating an alternate clause, refer to Creating New Templates in X-Author for Contracts User Guide.

Ability to Clone Alternate Clause

You can tag a clause as an alternate clause while cloning a template from X-Author for Contracts.

Get Started

For details on cloning an alternate clause, refer to Cloning a Template in X-Author for Contracts User Guide.

Ability to Refresh Intelligent Discovery Status

You can view the intelligent discovery processing status by clicking the Review Import Result in X-Author for Contracts.

Get Started

For details on the intelligent discovery, refer to Intelligent Discovery in X-Author for Contracts User Guide.

Review Doc Fields after Intelligent Discovery

You can review all the extracted fields in the Doc Fields tab. It shows the actual and normalized values for each extracted field. You can edit a normalized value or set a custom value for a field. 

Get Started

For details on reviewing doc fields after intelligent discovery, refer to Review Doc Fields after Intelligent Discovery in X-Author for Contracts User Guide. 

Enhanced Intelligent Discovery Data Processing 

When you review a document that was imported using intelligently discovery, you can view the currency, date, term values in the standard format.

Get Started

For details on reviewing a document, refer to Reviewing Doc Fields after Intelligent Discovery in X-Author for Contracts User Guide.

Resolved Issues

The following table lists the issue resolved in this release. 

Case NumberConga Internal IDDescription
00103207XAJS-4585

When a user sent an agreement document for parallel review from X-Author for Contracts, the agreement status did not change to "Other Party Review".

The following table lists the issues resolved from the previous releases. 

Conga Internal IDDescription
XAJS-4241When you inserted a clause as smart in an agreement document and checked in the document with the Reconcile option, Inserted and Modified clause actions were added in the Agreement Clause related list.
XAJS-4583When you marked a smart field for removal and checked in the agreement document with the Reconcile option, the smart boundaries and strikethrough were retained in the document.

Known Issues

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

Conga Internal IDDescription
XAJS-4601

When a user compares two agreement documents containing date fields, the read-only date fields are removed and smart date fields are displayed as deleted in the document. 

XAJS-4581

When you generate an agreement document using a contract template that contains multiple fields, repeat tables, and repeat sections, clauses with multiple sub clauses, and clause bundles with multiple clause configurations, you do not redirect to the agreement detail page after successful agreement generation. The user observes this behavior when working with X-Author for Contracts for Conga CLM (Contracts for Salesforce).  

XAJS-4531

When you set a style for a segment that contains clauses or clause bundles, the selected style does not apply to the clauses or clause bundles in the agreement document. The user observes this behavior when working with X-Author for Contracts for Conga CLM (Contracts for Salesforce).  

XAJS-3483

When you insert a clause in a template that contains a Microsoft Word table with style segment, the check-in of template takes more than 90 seconds.  

XAJS-2543

On clicking Highlight option, the smart and read-only fields are highlighted thrice. This happens when you apply Insert Comments and Track Changes protection while generating a document.

XAJS-2365

The formatting of the bulleted list is not proper when you perform the following actions:

  • Make a segment that contains a bulleted list conditional in a template.
  • Mark clause to a block of text that contains a bulleted list in the template or agreement document. 
  • Insert a clause that contains a bulleted list in the template or agreement document. 
XAJS-3386On performing Update from CLM and Preview Reconcile, the Contract date format in Croatian is converted to an invalid date.
XAJS-3301

When you generate an agreement using a non-localized template, a currency prefix symbol is added to the currency data type field.

Workaround: Set APTS_DoNotPrefixCurrency admin entry to true while generating agreement documents.

XAJS-3054After inserting a smart clause in an agreement, the Conditional Segment within the clause does not appear as per the condition set for the clause.
XAJS-3022Incorrect values are displayed for smart fields after regenerating an agreement with a different template.
XAJS-2941The Compare pane stops responding on changing the value of a smart field in the Current document and comparing it.
XAJS-2899After creating a section and a third-level table and navigating to Update From CLM screen, the values of smart fields appear as changed even if there were no changes made to smart fields.
XAJS-2885The currency format for the reference lookup currency field is not displaying as per the record-level currency.
XAJS-2975

On validating doc fields after deleting smart and merge fields, an error is displayed.

XAJS-2950

When you merge two versions of an agreement document generated with two different templates, you can view only revised version changes in the merged document.

XAJS-2730

The following culture-specific date formats are not supported:

Thai

  • ddd d MMMM yyyy (For example, ศ. 20 มกราคม 2560 is displayed for 20/1/2560).
  • 'วัน'dddd'ที่' d MMMM gg yyyy (For example, วันศุกร์ที่ 20 มกราคม พ.ศ. 2560 is displayed for 20/1/2560).
  • Thai dates use Buddhist year which is 543 years ahead. Hence, 2017 is displayed as 2560.

Greek

  • el-gr ---- MMMM yyyy (For example, Μάιος 2017 is displayed for May 2017).
XAJS-2964On clicking Reject changes, smart fields are appended with current values instead of replacing the value.
XAJS-2931When an Agreement Status Category or Status is restricted for check-in and check out, the restriction message does not appear for an offline agreement document. The offline document checks in successfully.
XAJS-2516Inserting a nested clause disorganizes the clauses on the Doc Clauses tab.
XAJS-2700A few built-in style segments do not apply in the generated document.
XAJS-2769The Select Styles window is not displaying custom styles.
XAJS-2638The loading time of the Preview Reconciliation window is more than 30 seconds on updating the content.
XAJS-2640

Using the Hide Smart Boundary option displays the smart boundary on pressing Command+Z.

XAJS-2703If an agreement document has any read-only lookup fields in the repeat table under repeat section, the XAJS pane stops responding on using the Update from CLM option.

XAJS-2556

Updating a clause for the second time is not appearing in the Refresh Clauses tab.