Control Panel, Control Panel Properties and Condition Builder
CLM Connect+ReviewAI Add-In users can now further customize templates with the Control Panel and Control Panel Properties. Users can access the Control Panel via the sidebar navigation tab or by clicking the button on the Document Details page. Once a field, clause, or segment has been added to a template, CLM users can edit the properties for each of these. To access the Control Panel Properties page for a given element, simply click the Control Panel, click on the respective tab (for example: “Clauses”), then click on the ”Edit Properties” button for the respective clause.
Users can format properties for fields depending on their data type. For a Text data type, users can edit the Text Format and choose to mark the field as tracked. For clauses, users can choose to mark the clause as tracked.
From the Control Panel Properties screen, users can now easily create a custom Condition for any Field, Clause, or Segment. The new Condition Builder allows users to build simple to complex conditions without prior knowledge of Liquid (template language). To their preference, users may still view the generated Liquid via the “Advanced” tab and make manual adjustments. For Condition Builder guidance, users can hover over the “Condition:” title for a tooltip.
To build a condition, users may select the CLM field, select an operator, and input a comparison value. For example: If: “City” “is” “Toronto” would mean that the field, clause, or segment the condition was applied to would only populate in the generated contract document if the “City” field value on the contract is “Toronto”. In this case, if the “City” field value was a different city, then the field, clause, or segment the condition was applied to would not populate on the generated document.
To add condition logic, users can click the “+ Add additional field logic” button, which will populate an additional condition that will be added to the existing logic.
Attaching and Uploading Documents to CLM
CLM users now have guidance for which file formats can be uploaded for different Document Types. When an unsupported file format is uploaded, the user will be presented with an error message with a “Try Again” button and the ability to update the launch form with a valid file format.
Attaching Documents via the CLM Launch Form
When creating an “Executed Contract” or “Third Party Paper” contract in CLM, users are met with a required field to upload the Contract Document to the launch form. The “Contract Document” field now has a tooltip, which states which file formats are supported as Contract Documents.
Validation for Store Executed Contracts and Import Third Party Paper
From the CLM Suite Dashboard, when creating an “Executed Contract” via Store Executed Contract or a “Third Party Paper” contract via Import Third Party Paper, users are met with a required field to upload the Contract Document to the launch form. The “Contract Document” field now has a tooltip, which states which file formats are supported as Contract Documents.
Add a Document via More Actions
On a CLM record, users may click the “More Actions” button and select “Add Document” to upload an additional Contract Document or Supporting Document to the contract record. On the Document launch form, a tooltip is now located next to the “Original Attachment” field to inform users which file types are supported for Contract Documents, Supporting Documents, Templates, and other document types.
Check-In Validation for Documents
From a document record, CLM users can check out a document and check in a new version or a new document. Like the Document launch form, the Document Check-in launch form now has a tooltip located next to the “Document Attachment” field to inform users which file types are supported for Contract Documents, Supporting Documents, Templates, and other document types.
Users have the option to change the Document Type of an existing document from the Document record. Validation is now in place for this functionality according to the supported file formats for each Document Type. For example, if a user attempts to change a Supporting Document such as an .xlsx file to the Document Type ‘Contract Document’, they will be met with an error message with a “Try Again” button and the ability to select a different Document Type or revert their changes.
Managing an AdobeSign Agreement After Sending
CLM AdobeSign users can now adjust a signature transaction once the agreement is “In Process” via the “Manage eSignature Transaction” button on the CLM record. When users click the “Manage eSignature Transaction” button, they are presented with a banner that contains a link to the AdobeSign “Manage” page.
Clicking the link opens a new browser window with the AdobeSign "Manage" page. From this page, users can make any necessary changes to the agreement that AdobeSign allows.
CLM Connect+ReviewAI Add-In
- Complex Condition Logic is not working as expected for datetime fields.
- Templates are not sent for Review or Approval from the add-in. From the check in page, when "Check in and Send for Internal Review" or "Check in and Send for Approval" is selected, the document does not get sent to a reviewer or approver (document is not checked out or locked), and the email to review or approve the document is not sent to the selected user.
- Templates that contain Clauses (tracked or untracked) with Tracked Fields: When reconciling the generated contract document without making changes to the respective clauses or fields within the clauses, the Reconciliation screen displays the fields inside clauses with a current value as "Deleted".
- When template workflow is off (in CLM Settings: 'Use Template Workflow' = 'No'), the Document minor version does not increment after checking in a document. This only occurs for the first version checked when the document is version '1.0'. The versions increment as expected for later versions.