Combined Contract Management Pro release notes for upgrades from Zurich to Australia

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Combined Contract Management Pro release notes for upgrades from Zurich to Australia

Release version: Australia

Updated August 11, 2026

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Summary of Combined Contract Management Pro Release Notes for Upgrades from Zurich to Australia

This consolidated release note provides ServiceNow customers with comprehensive information about the Contract Management Pro product upgrades from the Zurich release to the Australia release. It includes new features, changes, removals, deprecations, activation details, and other relevant upgrade considerations. The document is designed to help you prepare and execute your upgrade efficiently while understanding what enhancements and modifications to expect.

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Important Upgrade Information

No upgrade actions are required when moving directly to the Australia release.
Pre- and post-upgrade tasks should be reviewed to ensure a smooth transition.
Contract Management Pro is available via the ServiceNow Store; verify entitlements to confirm access.

New Features

Signatory Roles: Assign roles such as Signer, Viewer, Receiver, and Approver during the Docusign electronic signature workflow to define participant interaction. This requires enabling a system property and using Docusign version 4.4.3.
Offline Signature Support: Record contracts signed outside Contract Management Pro without sending signature emails. After external signing, upload the signed document to complete the workflow.
Signatory Initials Placeholders: Add initials placeholders in contract templates via the Microsoft Word add-in, supported by Adobe Sign and Docusign.
Visibility of Undelivered Signature Requests: Contract and signatory statuses update to indicate delivery failures, with notifications sent to contract fulfillers for both Docusign and Adobe Sign.
Contract Amendments: Formally manage changes to existing contracts, including initiation, tracking, finalization, and maintaining a centralized audit trail.
Document Comparison: Compare .docx contract documents with revised versions within the workspace (excluding externally stored documents).
Contract Summarization and FAQs: Generate summaries and FAQs from contract documents and supporting materials using the Now Assist panel.
Parent-Child Contract Linking: Establish hierarchical relationships between contract requests, enabling inheritance of fields and automatic linking of signed contract records.
Perpetual Contracts: Classify contracts without end dates as perpetual, initiated from Sales Customer Relationship Management and Source-to-Pay Operations.
Help Center Access: Direct access to help information from Contract Workspace landing and list pages.

Changes to Existing Features

Expanded Contract Family Hierarchy: The Related Contract Requests tab now displays full contract family hierarchies, including parent, sibling, and child requests with visual indicators.
Supporting Document Upload: Upload multiple supporting documents simultaneously in additional contract request states such as Awaiting Approval, Awaiting Signature, and Contract Signed.
Updated Signatory Status Labels: Statuses have been renamed for clarity (e.g., Pending Signature to Pending, Signed to Completed).
Adobe Sign Without Sign-In: Send contracts for signature via Adobe Sign without requiring sign-in, with all modifications restricted to Contract Management Pro before initiation.
Document Comparison with External Storage: Now supports comparing contract revisions stored externally.
Microsoft Word Add-In Enhancements: Includes validation messages for content control placement and improved processing for documents larger than 10 MB.
Third-Party Contract Initiation: Select contract types for single or multiple contracts with automatic classification when initiated from the Employee Portal.
Advanced Clause Conditions and Dynamic Tables: Use scripts to define clause variations based on related table data and configure contract templates to include additional related fields dynamically.
Centralized Configuration: Contract Management Pro configurations such as templates, rules, clause setup, and integrations are now consolidated on the Contract Request table for easier management across business units.
Field Copy from Parent to Contract Request: Automatically copy necessary data from originating business records to contract requests.
Signature Workflow Improvements: Wet signature requests are sequentially sent one signatory at a time; signatories can be modified mid-process without restarting the workflow (Docusign only).
Manual Resend of Signature Requests: Contract fulfillers can manually resend signature requests when needed.
Signature Placeholders Mapping: Signature placeholders in templates now map to e-signature tool tags rather than signer fields to better support signatory changes.

Removals and Deprecations

There are no feature removals or deprecations between the Zurich and Australia releases.

Activation and Additional Requirements

Contract Management Pro must be requested and installed via the ServiceNow Store.
Verify your entitlements to confirm access rights.
No new additional requirements or browser-specific changes were introduced.
No updates to accessibility or localization were noted.

Highlights for Australia Release

Consolidated page of all release notes for Contract Management Pro from Zurich to Australia.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Contract Management Pro release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Australia.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Contract Management Pro to Australia

Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Zurich	No updates for this release.
Australia	No upgrade actions are required for this release.

New features

Between your current release family and Australia, new features were introduced for Contract Management Pro.


Release	Release notes
Zurich	Signatory roles Assign a role to each signatory in a contract request to define how each participant interacts with a contract document during the signature workflow. The available roles are Signer, Viewer, Receiver, and Approver. These roles apply to Docusign electronic signature process only. For wet or offline signature types, the Signatory Role field is inactive and all signatories are set to the Signer role. You can also configure the signatory roles in internal signatory rules to apply them automatically when a contract is generated. To enable this feature, set the `sn_cm_core.enable_docusign_signature_roles` system property to `true` and upgrade Docusign to version 4.4.3. Support for offline signatures Record contracts that are signed outside Contract Management Pro, without sending signature request emails to the signatories. Contract fulfillers and contract users can select Offline signature as the signature type on a contract request. The Initiate offline signature action moves the contract request to the Awaiting signature state without triggering any signature request notifications. After the signatories sign the contract outside the system, upload the signed document to complete the workflow and create the contract repository record. Add signatory initials placeholders to contract templates Add initials placeholders to a contract template to mark the locations where signatories provide their initials. In the Microsoft Word add-in, select the Signatory initials tag while configuring participants or signature blocks. The initials tag is supported for Adobe Sign and Docusign. Better visibility of undelivered signature requests for a contract When an electronic signature request is not delivered, the contract state is updated to Signature delivery failed and the signatory status to Delivery failed, clearly indicating the state of signature request. Contract fulfillers are also notified through in‑product and email alerts. This capability is supported for both Docusign and Adobe Sign. Contract amendments Formally change, add, or remove terms in an existing contract through contract amendments without having to replace the entire agreement. The Amendment feature enables you to initiate, track, and finalize amendments to existing contracts and provides an audit trail. The signed contract and its amendment documents are stored in a centralized repository under the parent contract, which enables you to manage all related documents from a single location. Use the Request type field to distinguish between contract and amendment requests. View the amendment history directly from the contract request. View amendment details within the contract repository record through related lists: Contract Requests: View all contract and amendment requests associated with the contract. Amendment Field Changes: Track modifications over time by accessing a detailed log of all field changes made through amendments. Contract Documents: Access all documents related to the contract, including those generated or updated as part of amendment processes. Compare contract documents Compare a contract document in .docx format with its revised version from your workspace by using the Compare documents option. Document comparison is not supported for contract documents stored in external storage. Contract summarization Generate a summary of contract documents, supporting documents, and signed contracts in Contract Management Pro. You can also generate FAQs from the document or ask questions in the Now Assist panel to retrieve specific information from the document. Link parent contract requests Establish a hierarchical relationship between the parent and child contract requests during the drafting and negotiation phases. You can choose to have the child contract request automatically inherit the configured fields from the parent request. The contract repository records associated with the parent and child contract requests are automatically linked after the contracts are signed. Perpetual contracts Classify a contract with no end date as a perpetual contract by using the Perpetual option. Perpetual contracts must be initiated from Sales Customer Relationship Management and Source-to-Pay Operations. Help Center Access help information directly from your workspace through a help icon that accesses the Help Center for the landing and list pages of Contract Workspace.
Australia	Signatory roles Assign a role to each signatory in a contract request to define how each participant interacts with a contract document during the signature workflow. The available roles are Signer, Viewer, Receiver, and Approver. These roles apply to Docusign electronic signature process only. For wet or offline signature types, the Signatory Role field is inactive and all signatories are set to the Signer role. You can also configure the signatory roles in internal signatory rules to apply them automatically when a contract is generated. To enable this feature, set the `sn_cm_core.enable_docusign_signature_roles` system property to `true` and upgrade Docusign to version 4.4.3. Support for offline signatures Record contracts that are signed outside Contract Management Pro, without sending signature request emails to the signatories. Contract fulfillers and contract users can select Offline signature as the signature type on a contract request. The Initiate offline signature action moves the contract request to the Awaiting signature state without triggering any signature request notifications. After the signatories sign the contract outside the system, upload the signed document to complete the workflow and create the contract repository record. Add signatory initials placeholders to contract templates Add initials placeholders to a contract template to mark the locations where signatories provide their initials. In the Microsoft Word add-in, select the Signatory initials tag while configuring participants or signature blocks. The initials tag is supported for Adobe Sign and Docusign. Better visibility of undelivered signature requests for a contract When an electronic signature request is not delivered, the contract state is updated to Signature delivery failed and the signatory status to Delivery failed, clearly indicating the state of signature request. Contract fulfillers are also notified through in‑product and email alerts. This capability is supported for both Docusign and Adobe Sign.

Changes

Between your current release family and Australia, some changes were made to existing Contract Management Pro features.


Release	Release notes
Zurich	Contract family hierarchy The Related contract requests tab displays the complete contract family hierarchy for the open contract request, including parent, sibling, and child records at all levels. A visual indicator highlights the contract request that is currently open within the hierarchy. Previously, only the immediate parent and direct children were displayed. Supporting document upload in additional contract request states Upload multiple supporting documents in a single action from your computer, activity stream, or external storage from the Supporting Documents tab. You can attach supporting documents in the Awaiting Approval, Awaiting Signature, and Contract Signed states, along with the previously supported Draft, Work in Progress, and Awaiting Review states. Signatory status The signatory statuses in a contract request have been updated. Pending Signature is now Pending, Signed is now Completed, and Signature Declined is now Declined. The Not started status is unchanged. Send contracts for signature using Adobe Sign without signing in Send contracts for signature in Adobe Sign without requiring users to sign in to the e-signature portal. Any modifications to the signatory details and contract documents are restricted in the Adobe Sign portal and must be completed in Contract Management Pro before initiating the signature process. Compare contract documents Compare contract revisions of a contract document stored in external storage. Validations for content control placement in the Microsoft Word add‑in See when a clause, table, or signature block is incorrectly tagged while configuring a contract template through validation messages displayed in the Microsoft Word add-in. Improved Microsoft Word document processing Contract Management Pro now supports processing of Microsoft Word documents larger than 10 MB. This enhancement applies to all document operations such as contract revision generation, document synchronization, and document comparison. Select contract type while initiating a third-party contract Specify whether a contract request is for a single contract or multiple contracts. For single contracts, you can select the type of contract document. Classify contract requests as a single or multiple contracts type based on selected documents Automatically classify a contract request as single contract type or multiple contracts type based on single or multiple contracts when creating a third-party contract review request from Employee Portal. The Type field in the contract request reflects this selection by displaying either Single contract or Multiple contracts. Use scripts to define additional conditions for a clause variation Define clause conditions on fields and variables of a table that isn't directly linked to the contract template table. The condition determines when the clause variation is used in a contract. Configure tables in a contract template to append or add fields from related tables Insert additional data from the related table fields into the dynamic tables of a contract using scripts. Display additional data from related table fields by appending it to existing columns or adding it as new columns. Contract Management Pro configurations are available on the Contract Request table You can now set up the following Contract Management Pro configurations directly on the Contract Request [sn_cm_core_contract_request] table to centralize the configuration on a single table and improve consistency and reusability across business units: Contract templates Template rules Internal signatory rules Clause and clause variation setup Contract configuration External storage and e-signature integrations Mappings for Now Assist contract metadata extraction and Now Assist contract analysis The Contract Request table is automatically selected for a new configuration. You can manually select a different table, if necessary. Configure dynamic tables for contract template Set up contract templates on the Contract Request [sn_cm_core_contract_request] table to reuse the template across business units. When you select the Contract Request table, the Table tab in the Microsoft Word add-in displays an additional field, called the Parent request table field, that you can use to select the source parent request table. Additionally, the Table field has been renamed Lookup table. You can select the table from the data that is populated into the contract document. If the template isn't based on the Contract Request table, only the Lookup table field is shown. Copy fields from parent request to contract request Automatically copy the required fields from the originating business unit record to the contract request when it's initiated. Signature workflow for a contract request Wet signature requests are sent one signatory at a time, starting with the first signatory in order, rather than to all signatories at the same time. Signatories can be changed even after the signing process has been initiated. When a signatory signs and returns the document, the fulfiller manages the remaining signatures. Modify signatories Enable contract fulfillers to pause an ongoing signature process, make necessary changes to the list or order of signatories, and then resume the process without restarting the entire workflow by using the Modify Signatories and Resume signature options. This feature is supported only for the Docusign electronic signature provider. Resend signature request Enable contract fulfillers to manually trigger a signature request when needed instead of relying on automated reminders by using the Resend signature request option. Configure signatories Signature placeholders in contract templates are now mapped to the e-signature tool tags (such as Docusign) instead of signer fields to help accommodate changes in the signatories. The values in the signature blocks are filled in by the signatories during the signing process.
Australia	Contract family hierarchy The Related contract requests tab displays the complete contract family hierarchy for the open contract request, including parent, sibling, and child records at all levels. A visual indicator highlights the contract request that is currently open within the hierarchy. Previously, only the immediate parent and direct children were displayed. Supporting document upload in additional contract request states Upload multiple supporting documents in a single action from your computer, activity stream, or external storage from the Supporting Documents tab. You can attach supporting documents in the Awaiting Approval, Awaiting Signature, and Contract Signed states, along with the previously supported Draft, Work in Progress, and Awaiting Review states. Signatory status The signatory statuses in a contract request have been updated. Pending Signature is now Pending, Signed is now Completed, and Signature Declined is now Declined. The Not started status is unchanged. Send contracts for signature using Adobe Sign without signing in Send contracts for signature in Adobe Sign without requiring users to sign in to the e-signature portal. Any modifications to the signatory details and contract documents are restricted in the Adobe Sign portal and must be completed in Contract Management Pro before initiating the signature process. Compare contract documents Compare contract revisions of a contract document stored in external storage. Validations for content control placement in the Microsoft Word add‑in See when a clause, table, or signature block is incorrectly tagged while configuring a contract template through validation messages displayed in the Microsoft Word add-in. Improved Microsoft Word document processing Contract Management Pro supports processing of Microsoft Word documents larger than 10 MB. This enhancement applies to all document operations such as contract revision generation, document synchronization, and document comparison.

Removed

Between your current release family and Australia, some Contract Management Pro features or functionality were removed.


Release	Release notes
Zurich	No updates for this release.
Australia	No updates for this release.

Deprecations

Between your current release family and Australia, some Contract Management Pro features or functionality were deprecated.


Release	Release notes
Zurich	No updates for this release.
Australia	No updates for this release.

Activation information

Review information on how to activate Contract Management Pro.


Release	Release notes
Zurich	Install Contract Management Pro by requesting it from the ServiceNow Store.
Australia	Contract Management Pro is available in the ServiceNow store. Check your entitlements to determine whether you have access to this application.

Additional requirements

If any additional requirements were introduced or changed for Contract Management Pro we have noted them here.


Release	Release notes
Zurich	No updates for this release.
Australia	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Contract Management Pro we have noted them here.


Release	Release notes
Zurich	No updates for this release.
Australia	No updates for this release.

Accessibility information

Review details on accessibility information for Contract Management Pro, such as specific requirements or compliance levels.


Release	Release notes
Zurich
Australia	No updates for this release.

Localization information

If there are specific localization considerations for Contract Management Pro we have noted them here.


Release	Release notes
Zurich	No updates for this release.
Australia	No updates for this release.

Highlight information

If there are specific highlight considerations for Contract Management Pro we have noted them here.


Release	Release notes
Zurich	View the complete contract family hierarchy — including parent, sibling, and child contract requests — from the Related contract requests tab of the contract request. Upload multiple supporting documents in a single action from your computer, activity stream, or external storage. Assign roles to signatories to define their level of participation in the Docusign e-signature process. Contract requests now support offline signatures, enabling users to manage contracts signed outside the system. Send contracts for signature using Adobe Sign without having to sign in to the electronic signature portal. Compare two revisions of the contract document and view the redlined compared document. Initiate and manage amendment requests for existing contracts. Generate summaries, FAQs, or retrieve specific information from contract documents, supporting documents, and signed contracts. Link parent contracts during drafting and negotiation phases to inherit parent contract terms. Pause and resume an in-progress signature process when updates to the signatory list are required. See Contract Management Pro for more information.
Australia	ServiceNow Otto is the new AI experience brand. This change is reflected in the name of ServiceNow products, including ServiceNow Otto for Contract Management Pro. Check your entitlements to determine your access to specific features. View the complete contract family hierarchy — including parent, sibling, and child contract requests — from the Related contract requests tab of the contract request. Upload multiple supporting documents in a single action from your computer, activity stream, or external storage. Assign roles to signatories to define their level of participation in the Docusign e-signature process. Manage contracts signed outside the system using offline signature support for contract requests. Send contracts for signature using Adobe Sign without signing in to the electronic signature portal. Track undelivered electronic signature requests for a contract.