Release Added/Modified | Feature |
---|
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 |