What's New
This release provides a new experience for Contract Hierarchy visual styling elements and includes updates to field and clause formatting in the CLM Word Add-In.
OnitX CLM Updates
Contract Hierarchy Styling Updates
In the previous OnitX CLM Winter 2024-2025 release, we introduced a new family tree experience to Contract Hierarchy. This release gives customers the ability to add more visual context about your contracts families. For phases, you can specify text and contract node "box" hexadecimal color values so you have quick visual queues on status of your related contracts. Additionally you can also configure fields to show your most relevant contract metadata.
Other Party Contracts
It's now easier than ever to see the Contract Types across your Other Parties in a new hierarchical view. Navigate to the new Other Party Contracts tab on any Other Party record to see the counts of contracts by type which roll up under the Other Party.
Bugs Fixed
- Duplicate template documents were created due to a business role related to the Template Workflow setting in the CLM Settings app
- 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