CLM Fall Release 2020
by Christina Moore
Updated on Jan 20, 2021
Contract Hierarchy auto-builds when a new contract is created in CLM and/or whenever any of the data elements in the grid columns change.
In Configuration Settings users can enable/disable the Template Approval Workflow (i.e, the OOTB workflow) and the Streamlined NDA Workflow .
The Recurrence Types "None" and "Event Driven" have been added for Obligation Management.
The following characters: ! @ # $ % ^ *( ) + = { } \ /< >, are no longer accepted in new template names.
After clause insertion, the add-in will navigate the user to the check out screen.
As a contract negotiator, users have the option to be navigated back to the clause library after insertion of a clause into the document.
Template administrators and contract negotiators will no be allowed to insert duplicate clauses into a single document.
Add-in now has the ability to compare 2 documents from within the add-in using the Compare Documents button.
Fields can now be marked as "Tracked" in the add-in.
"Tracked" changes from the add-in are actively synced back to the Contract record.
Clauses will be treated as their own paragraph when the rest of the paragraph is made of clauses that all have 'false' conditions.
Users are now able to search on special characters (e.g., é ü ñ ; : , and smart quotes)
Manual sign no longer generates duplicate PDF versions.
Streamlined executed contract no longer falls through phases.
The "Active Version Attachment" Field now consistently populates.
Template's named "Name" no longer have their name replaced by Liquid.
Contract Reconciliation launch form no longer errors on submission.
Login issue with Office 365 has been resolved.
Obligation dashboard pie chart widget now only shows parties with obligations associated to them.
Template link will no longer display on the Contract Template Types App dashboard if the template has been deleted.
Users deleted from the Contract App "Other Party Contacts" tab are correctly deleted from the Other party App "Contacts" tab.
The Field History App no longer creates duplicate fields in the template.
The Contract Admin will now receive an email that a new third party paper contract has been created.
Third party paper contracts now correctly change phases.
Fields at the end of a page now evaluate during Doc Gen.
User field is now visible after selecting cancel on reconciliation panel.
Contract Created date display bug has been fixed.
Creating a Contract Record with the NDA Workflow turned off will no longer produce duplicate documents.
Clauses with special characters in their name no longer prevent document generation.
Email notifications for external review contain the link to the edited document.
The '%' and '\' symbols no longer error out the add-in search bar.
The 'Document Compare' option will no longer display when there is only one document associated with the Record.
Raw HTML error on a failed Onit login has been replaced with a meaningful error message.
Errors specifying "No field history atom found" have been resolved.
The Obligation button hides on Template Type "Templates".
Invalid App Id's will produce helpful error messages on search.
Comments are now correctly removed post check-in.
© 2024 Onit, Inc.
docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.