Selectica Contract Lifecycle Management. Release Notes. Selectica CLM Release 6.1. January 2014 v3.0

Transcription

1 Selectica Contract Lifecycle Management Release Notes Selectica CLM Release 6.1 January 2014 v3.0

2 Selectica CLM R.6.1 Release Notes Introduction... 3 Notable Changes... Error! Bookmark not defined. Certification Matrix... Error! Bookmark not defined. Installation Notes... Error! Bookmark not defined.

3 INTRODUCTION Description R.6.1 is a major release of Selectica Contract Lifecycle Management (CLM), focusing on several new features, numerous design improvements and additional integrations. These Release Notes describe product enhancements, notable fixes, system changes and known issues for the scope of this release. Please refer to the Installation & Upgrade Guide for detailed upgrade and configuration changes. HIGHLIGHTS OF SELECTICA CLM R.6.1 Description The following is a list of some highlights that modify or extend the functionality of the CLM application. CONTRACT PACKAGES Selectica CLM Release 6.1 introduces the ability to generate and version multiple contract documents. Users can generate contract documents using multiple templates and use tools to check-out, check-in and compare documents simultaneously. All functions are available in Third Party Paper mode. The Microsoft Word plugin has been updated to handle multiple documents. The system is modified to be document independent and template-centric. Template maintenance is also updated for compatibility with contract packages. New features have been introduced to give users the power to control template display order, visibility and auto-selection. Standard attachments are also introduced. See Selectica CLM User guides for full details. IMPROVED SEARCH Selectica CLM Release 6.1 gives users the ability to configure the CLM application search results screen via the in-app Navigation Composer. Furthermore, users can filter results on multiple parameters, sort, re-order columns, and export results to multiple file formats. FASTER NAVIGATION Selectica CLM Release 6.1 adds new buttons and improves button layout to improve user experience and facilitate faster navigation through the Contract Lifecycle. Major improvements have been made to the Create Contract, Contract Versions and Reconciliation page layouts. Refer to Selectica CLM User guides for details. NEW CONFIGURABLE MESSAGING Selectica CLM Release 6.1 introduces a new messaging mechanism that offers complete customizability. Some new triggers for messages have been added to the system. DOCUSIGN CONSOLE INTEGRATION Selectica CLM Release 6.1 Integrates with DocuSign bringing a complete suite of esignature capability in one out-of-the-box solution. With Selectica esignature Integration for DocuSign Tagging Console, CLM users gain one-click access to all of the DocuSign features and capabilities.

4 NEW UI SKIN The user interface of Selectica CLM 6.1 has been redesigned with a new modern look and feel and improves the display of contract metadata. SUPPORT FOR INTERNET EXPLORER 10 Selectica CLM Release 6.1 now supports Internet Explorer 10. SUPPORT FOR OFFICE 2013 Selectica CLM Release 6.1 now supports Microsoft Office Contracts Force Selectica CLM Release 6.1 integrates with Salesforce. It renders CLM inside Salesforce, enabling seamless end-to-end data flow between the two systems. NEW FEATURES AND IMPROVEMENTS Description The following table lists notable improvements and all new features for Selectica CLM R.6.1. Known issues are detailed at the end of the table. # Ticket # Description 1. Contract Packages 1.1. CLM Create support for Contract Package in Template Management Ability to create folder hierarchy using Classification Type Ability to control display order of templates Ability to set visibility conditions Ability to set auto-select conditions Ability to attach documents that will be attached to every contract using this template 1.2. CLM Multiple Documents: Ability to generate and track (check-in/out) multiple contract documents 1.3. CLM Multiple Documents: Ability to upload multiple 3 rd Party Paper contract documents to the Attachments page 1.4. CLM Multiple Documents: Ability to send a Package of contract documents for esignature 1.5. CLM Multiple Documents: Ability to check-in and version multiple documents (a Package ) 1.6. CLM Multiple Documents: Ability to multi-select and upload multiple 3 rd Party documents in the Reconciliation Page

5 1.7. CLM Delete a Generated Contract Version 1.7 CLM Cannot delete rejected contract. When a user clicks Delete button in the Create Contract page system should check if the current version is Generated. For any other Source value (!= Generated) system should throw an error Cannot delete the latest version. Only documents with Source = Generated are allowed for deletion CLM PACKAGE: Change Compare Versions screen 1.9. CLM PACKAGE: Change Contract version page CLM PACKAGE: Check-out/Check-in page should be changed CLM PACKAGE: Reconcillation page should be changed CLM PACKAGE: New table to show Contract Versions CLM PACKAGE: Create special file format to support package (i.e., ZIP) CLM Word Plugin one check-in at a time, will regenerate package version CLM New Bundle level attribute docgeneration to control single/multiple document generation CLM Attachment categories in TemplateBO must exist in Attachment categories in Contract->Attachment component CLM Change generated document naming convention. Added new properties to the defaultproperties: CONTRACT_DOCUMENT_TEMPLATE = Contract@trackingNumber_@template.@extension DOCUMENT_PACKAGE_TEMPLATE = CLM Add Third Party Paper attachments during Generate Contract In Select Templates pop-up display under a separate Third Party Paper node all Attachments with Category = ThirdPartyPaper (use internal value since display label may change for custom implementations). Sort alphabetically by document names (ignore case). Show only.doc or.docx files. Note: In multi-document mode a user may select a Third Party Paper AND a Template to create the first draft. In order to avoid mix and match

6 Administrators can set Visibility conditions on Templates to hide them when Third Party Paper mode is being used CLM Source column details for Contract Versions screen. The source column indicates how this document was created. Possible values are: Generated: The document was selected in the document select pop-up and generated Copied: The document was generated in the previous version and copied forward to maintain template package consistency after checkin Approved: If there was an approval stage before Rejected: If the contract was returned to the current stage from a later stage Draft: When a document is uploaded but not checked-in Checked In: When a document is checked-in CLM Add more information on Template Selection in Create Contract page: In Create Contract page, after template selection display the following message: N template(s) selected. Click Generate to generate contract documents using the templates selected. Click Preview to preview the documents. Click Select Templates to change your selections. This message should be in language.properties (if not already) so that if button labels are modified this message can also be modified. 2. Improved Search 2.1. CLM Search Results: Add the ability to add additional columns to results screen 2.2. CLM Search Results: Ability to download multiple documents 2.3. CLM Dashboard Search will have the option to filter on contracts, attachments or both 2.4. CLM Search Results Column: Add BO Name as a column 2.5. CLM Add Search DEFAULTS When searching for a keyword from the Dashboard Search, note that the resulting columns display the tracking number, but there is no information about the Business Object of the matching records. When user does a search and selects the search option (Attachments, Contracts, Both) the selection is lost. System should remember the last search option. This is applicable to all search boxes in the system Dashboard -> Welcome, Inbox, Expiration Schedule

7 Contracts -> All contract subtabs Directories Templates Clause Library Dynamic Inclusion s 2.6. CLM Selection dropdown shows in list screen filter but not in search screen filter 3. Faster Navigation 3.1. CLM Complete/Reject a Stage Buttons from Edit/View mode of a Page 3.2. CLM Directory (Counterparty) add from within a contract record For the LBO: once the user has searched for an existing value/record, instead of No matching data found. Provide the ability to enter and create a new Directory record within the contract record CLM Add List Screen Button that invokes a custom script CLM Adds a link under Resources that invokes a custom script 3.4. CLM Icon to Download the Latest Contract Documents: List Screen 3.5. CLM Icon/hyperlink to Download the Latest Contract Documents: Contract Resources 3.6. CLM Preview button that takes an end user to an HTML view of the document CLM New event type TaskPreviewContract allows to configure pre-view generated contract functionality 3.7. CLM Reset Table Button For all tables rendered in CLM there should be a Reset button that brings the default table rendering back. If a column is resized, reordered or hidden there is no ability to back these changes to default table rendering. Additionally if all columns are hidden there is no way to bring them back CLM Embedding links in Error Notices and Success Messages Provide the ability to embed the following types of links in Error Notices and Success Messages Edit a component View a component Navigate to a NavNode

8 Navigate to an external URL (whether to open in a new tab/window or in the current one should be customizable) Run a script All the functionality should be easily configurable for Professional Services team CLM Sort all buttons alphabetically CLM When editing Signature page for the first time, pop open the Select Document box by default CLM Need ability to invoke the Download Documents dialog from PS custom script CLM CLM Dashboard Buttons (configurable text and image) for 1-click access to actions Button sizes available: 48x48, 96x96, 192x192 A default icon is used for contract types that do not have custom icon Visibility of Dashboard Buttons is controlled via Account -> Settings If buttons overflow a vertical scroll bar will appear Custom icons must be provided in all 3 sizes CLM Remove/hide Clause List tab from Contract Versions and Reconciliation page in Collaborate/Negotiate 4. Configurable Messaging 4.1. CLM CLM New messaging mechanism that provides the following: The content of the messages is configurable The color coding of the message box is configurable: Red = Error Green = Success The time period the message is displayed is configurable and is independently configurable based on the type (success or error) The message provides an X which allows the user to close the message prior to the configured time period. Position of message box is configurable (e.g. top or bottom of screen, draggable by the user) CLM Notifications through Pop Ups 4.3. CLM Embedding links in Error Notices and Success Messages Provide the ability to embed the following types of links in Error Notices and

9 Success Messages Edit a component View a component Navigate to a NavNode Navigate to an external URL (whether to open in a new tab/window or in the current one should be customizable) Run a script All the functionality should be easily configurable for Professional Services team CLM Need a success message after Submit 5. DocuSign Console Integration 5.1. CLM DocuSign Console Integration for Packages 5.2. CLM Multiple Documents: Ability to send a Package of contract documents for esignature 5.3. CLM Provide functionality of the configuration to pre-select documents at the Signature page 5.4. CLM Signature Page History Button: Ability to hide if not using at all or selecting to not use esignature for a specific contract. 6. New UI Skin 6.1. CLM Change UI according to design CLM UI has a modern look and feel Parameter names in workflow screens are right aligned Messaging is changed to pop-ups, Green is success; Red is error. Dashboard tiles for one click create contract 7. Support for Internet Explorer CLM Need support for IE10 for CLM Support for MS Office CLM Need Office 2013 Support in CLM Inside Salesforce 9.1. CLM SFDC Support for Legal Entity Custom Object 9.2. CLM Create and Update User in Salesforce would trigger CLM webservice to do

10 the same on CLM side 9.3. CLM Enable SAML SSO for Salesforce and CLM integration 9.4. CLM Create Admin Settings page 9.5. CLM SFDC Integration Docusign Messages Messages about document signature status that are sent to CLM are sent to SFDC in the form of appending an SFDC Task for the requesting User CLM SFDC Integration Attachment Handling Linked Opportunity s attachments are copied to CLM attachments 9.7. CLM CLM CLM SFDC Integration View Contract Status Legal Entity SFDC Integration View Contract Status Account SFDC Integration View Contract Status Opportunity User clicks View Contracts button on the Account/Opportunity/Legal Entity record and is presented with a list of contracts associated with that Account/Opportunity/Legal Entity in CLM CLM CLM CLM SFDC Integration Request Contract Legal Entity SFDC Integration Request Contract Opportunity SFDC Integration Request Contract Account User can request a new contract from Account/Opportunity/Legal Entity record and the intermediate page defaults the appropriate Account/Opportunity/Legal Entity 9.9. CLM SFDC Integration View Opportunity Status Change Style Sheet Updated CLM style sheet to match SalesForce CLM Ability to have different PrivateLabels per client for when CLM is running on clientmode CLM SFDC Integration View Opportunity Status Contract Record A hyperlink to opportunity shows in Contract summary clicking which takes user to the opportunity record in SalesForce CLM SFDC Integration Request Contract Contracts Create a contract in CLM allows selecting Account, Opportunity for the selected Account and Legal Entity from SalesForce CLM SFDC Integration View Opportunity Status Remove Tabs Modify Navigation tabs to render in SFDC Contracts tab CLM SFDC Integration Request Contract for Account and Opportunity with support of any custom object ability to dynamically add New Contract & View Contracts buttons to any object in SalesForce

11 10. General Improvements CLM Mandatory field after rejection to capture reason Provide the ability to make the Rejection Confirmation Comments field required CLM Sort the Select resource type to import : dropdown values in Import -> Generate CLM Create new WS method to copy bundle CLM SSO enhancements: print a log message about SSO config initialization success/failure if configured CLM Editing fields in MS Word Client has improved rendering CLM CLONE 6.1 Data Composers are not available after an installation of the CLM with PCS CLM CLONE for 6.1 Need individual s per record returned in results list instead of consolidating all results per user. create 2 contracts for 1 owner with the same renewal date set up a rule to send notification to contract owner of upcoming renewal date is including data for both contracts instead of sending separate for each contract In CLM/config/conf/sclm.properties when SEPARATE_ S=true, we received two mails, when = false only one CLM CLONE for 6.1 Auto Complete stage trigger should take the contract to the view mode of the first page in the next stage CLM CLONE 6.1 Cross Contract Reporting needs the Any are true option CLM CLONE for 6.1 Attachments With No Extension A user friendly error message is shown on the UI instead of an exception CLM Allow the reordering of Resource Pages in all stages. This allows controlling and standardizing the resources per Contract Type. 11. Bug Fixes CLM The delete button disappears if a contract is deleted using filter CLM Activity log shows status Active for newly created Sub-contract

12 11.3. CLM Web Service Update causes Component Save Triggers to Fire CLM When a field of type URL has in it, a trailing quote is added (%22) which makes the URL invalid (unclickable) CLM Validate Contract creates new draft version on server CLM Validate contract from WordAddIn return an Internal error CLM Activity Log is not recording activities correctly CLM Exception is thrown in CLM when check out functionality is used in Word Client for contracts having scriptedvaluelists CLM It s impossible to request a bundle using a user which is absent in corporate hierarchy CLM import failure without any helpful message CLM Integration: CLM does not change Effective Date after submitting changes CLM Migrating clauses from one environment to another CLM Clause Language field is required for file clauses CLM Report is not displaying the field attachment size CLM isvisiblescripts no longer apply to view mode CLM Value for conditional Question (multi value) not available in ITE CLM Items set during ActivationCA Task are not being logged CLM RMI flag saved in the unchecked state for the Nested task CLM Wrong scripts firing during sub contract creation CLM Persistent Content in Description Field of Reports CLM User s tree is displayed in small restricted area. 12. Known Issues CLM RMI - missing ability to select computed values CLM After approval, upon entry to next stage, goes to Stage link instead of link of first component CLM Wrong Summary Count result for a report with grouping

13 12.4. CLM Reporting: Chart grouping not displaying properly CLM CLM Alerts of Event Type "Other" Do Not Generate s CLM Parallel approvals with unmet conditions break layout CLM Reports: Report Summary does not display all grouped values in Group/Sort panel CLM Cannot delete group in the IE CLM Display name of Account User rather than on Alerts page Resource Section CLM Certain user fields are missing in User Report CLM CLM action buttons are sorted alphabetically and cannot be controlled via configuration CLM Navigation Composer: Unable to add "Open" column successfully in Summary list view CLM Echosign does not work with Packages CLM setvalues parameters did not appear in the Activity log CLM Uninformative error message when Report based on incorrect expression CLM Clause List tab should only show in Create Contract stage CLM Add Tracking # & Contract ID to Download Contract Documents header - helps identify which contract the documents are listed for in the pop-up. Currently once the pop-up is open there is no indication which contract it is for and can be confusing CLM Templates: If package support is on, sample contracts are generated as packages CLM Singledoc mode should display Select Templates as radio buttons CLM Inconsistent document filenames for packages and single contract drafts CLM s Composer: There's NO "Delete" button if custom is checked CLM When a contract is checked out another user can edit it CLM Cannot complete esignature for signer tags in multiple word docs CLM REMEMBER_ME feature [Properties]: The user is NOT remembered if

14 check box was checked CLM Paginated Pop-up renders tables in regular HTML instead of ExtJS CLM One SSO connection supported NOTE: Additional issues carried forward from previous releases are not listed. These issues will be addressed appropriately in 6.1 fix cycles.