| Release Added/Modified | Feature |
|---|
| 2102 (Summer '21) | Re-marking the extracted fields |
Deleting the extracted fields |
Enhancements to User Interface |
Opening Templates in the same instance |
Renaming the Playbook to Clause Library |
Ability to view all Conditions added to Segments and Clauses |
Ability to view field type in Insert Field pop-up window |
| 2101 (Spring '21)
| Install X-Author for Contracts Add-in using Microsoft AppSource |
Ability to Create Alternate Clause |
Ability to Clone Alternate Clause |
Ability to Refresh Intelligent Discovery Status |
Review Doc Fields after Intelligent Discovery |
Enhanced Intelligent Discovery Data Processing |
| Version Winter20.01.15 | Renamed Intelligent Import |
Ability to Dynamically Display Hide or Show Smart Boundary Menu |
| Version Winter20.11.13 | Duration Optimization for Success and Informal Message |
| 2003 (Winter '20) | Introducing X-Author for Contracts for Conga CLM (Contracts for Salesforce) |
| 2002 (Summer '20) | Windows OS Certification |
Support for Centralized Deployment |
Intelligent Import |
Template Versioning |
Support for Read-Only Clauses |
Ability to make Columns and Rows Conditional in a Table |
Introduced new fields in Create New Template |
Updates to Playbook |
Updates to Promoting Clauses to Playbook |
| 2001 (Spring '20) | Support for Office 365 |
| 1903 (Winter ’19) | Template Localization |
| Custom Locale in Templates |
| Customize Save Options |
| Send Offline Agreements for Parallel Review |
| Track Document Review Status |
| Ability to Search Fields in Insert Field Popup |
| Clause Action in Agreement Related List |
| UI Enhancements |
| Updates to Clause |
| 1902 (Summer ’19) | Working with Files |
| Sending an Agreement Document for Parallel Review |
| Restricting Agreement Document Check-In and Check Out |
| Unlocking Read-Only Clauses |
| Comparing and Merging Agreement Documents |
| Localization |
| 1901 (Spring ‘19) | Set Style and Condition for Segments |
| Insert Fields in a Template as a Table or a Section |
| Show or Hide Smart Boundaries |
| Preview Reconciliation |
| 1803 (Winter ‘18) | Number of Agreements Displayed on Login |
| Ability to Refresh Clauses in a Template During Editing |
| Ability to Hide Contracts and Templates Tabs |
| Ability to Mark a Field as Read Only in a Template |
| 1802.0.1 (Summer ‘18) | UI Enhancements - Improved Search
- Enhanced Post Check-in Message
|
| Enhanced Document Versioning |
| Enhanced Clause Status Tracking |
| Auto Enable Reconciliation |
| Insert Inline Clauses from Playbook |
| Promote Clause |
| Delete Smart Elements Using Backspace Key or Delete Key |
| Set Conditional Segments in Templates |
| Template Expression Builder |
| 1801.5 (Spring ’18 Minor Release) | Managing Templates: - Creating Templates
- Opening Templates
- Checking in Templates
- Inserting Clauses into a Template
- Inserting Fields in a Template
- Cloning Templates
|
| Track Changes to Smart Field |
| 1801 (Spring ‘18) | New UI |
| Import Offline Agreement |
| Create Offline Agreement |
| Force Reconciliation |
| Show Latest Version of Contract Document Using Action Permissions |
| Auto Enable PDF Selection and PDF Selection Override |
| Auto Check-Out |
| Updatable Fields |
| Unprotect Documents |
| Lock/ Unlock an Agreement Document |
| Document Security |
| Connection Manager |
| 1703 (Winter ‘17) | Manage Templates (Salesforce BETA) - Creating Templates
- Checking Out Templates
- Checking in Templates
- Inserting Clauses and Fields
|
| 1.0 (Summer ‘17) | Manage Templates (Salesforce BETA) - Check-In Templates
- Check Out Templates
|
| Manage Agreements |
| 1.0.0324 (Mar ‘16) | X-Author Console Enhancements |
| Import Offline Agreements |
| 1.0.0225 (Feb ‘16) | Reconcile document fields with Salesforce record |
| Comment on documents (View, Add, Modify, Delete, Reply) |
| Mark fields and clauses in 3rd party documents for easier change tracking |
| Access Playbook to insert pre-approved clauses during negotiation |
| Validate smart fields to ensure data integrity |
| Accept / Reject changes to smart fields, smart clauses and document text |
| Check-in / Check-out documents |