Onit Documentation

OnitX CLM Winter Release 2024-2025

by Rob Munson Updated on

What's New

This release provides a new experience for Contract Hierarchy, contract relationships and Obligations.

Configuration Required - May Require Services

OnitX CLM Updates

Contract Hierarchy Visualization

In the previous OnitX CLM Fall 2024 release, we introduced a new family tree experience to Other Parties and Legal Entities. For this release, we have extended this visualization to Contract Hierarchy. Now users can see there related contracts in an easy to follow tree view.

Relating Contracts

It's now easier than ever to relate contracts to build out your contract hierarchies. We have incorporated amendment types from a previous release in the options users select when relating agreements in OnitX CLM.

Obligation Management: Adding a document to an obligation

Users can now add a document to an obligation via a button action on the obligation record for storing pertinent information at the obligation level.

Obligation Management: New Obligation types

OnitX CLM Obligation types are updated to give users a better contextual experience for assigning metadata to obligation.

Bugs Fixed

  • Previously Document Compare in the OnitX CLM Word Add-in would identify PDFs for comparison to MS Word documents. Now, Document Compare will only be available if two or more Word documents are present.
Known Product Limitations 
  • Approval Stamp workflow will display an error in certain scenarios
  • Phase change issues in the manual signature process
  • Blank table columns will be created if "Apply" button for Add/Remove fields is clicked more than one time
  • Sporadically the version number will be wrong from a repaper project
  • Timestamp on contracts created via Catalyst will have show a creation time of 00:00:00 UTC but be adjusted for the each user's timezone
  • Sporadically the Cancel Signature Transaction button for DocuSign envelopes is not voiding some transactions
  • Changing the name of a condition in the new Condition Library can introduce issues in reusability, so we recommend not changing a name at this time; this will be addressed in a future OnitX CLM release
  • DocuSign Edit Signature functionality no longer working

     
Next Article OnitX CLM Fall 2024 Hot Fix

CLM Release Notes

CLM Release Notes 17

Other Resources

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