CLM Fall Release 2020
by Michael Nadeau
Updated on Mar 03, 2025
Contract Hierarchy auto-builds when a new contract is created in CLM and/or whenever any data element in the grid columns changes.
In Configuration Settings, users can enable or 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 checkout screen.
As a contract negotiator, users can be navigated back to the clause library after inserting a clause into the document.
Template administrators and contract negotiators cannot insert duplicate clauses into a single document.
Add-in now can compare two 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.
Templates named "Name" no longer have their name replaced by Liquid.
Contract Reconciliation launch form no longer has errors on submission.
The login issue with Office 365 has been resolved.
The Obligation dashboard pie chart widget now only shows parties with obligations associated with 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 are now evaluated during Doc Gen.
The User field is now visible after selecting cancel on the 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 only one document is 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 IDs will produce helpful error messages on search.
Comments are now correctly removed post check-in.
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