This section provides information on upgrading Contract Management to the latest version from the previous two releases.

If you have not installed Contract Management, you can contact Apttus Support to request for an installation link, then perform the standard installation as described in Installing Contract Management.

Preparing for Upgrade

Before you upgrade to Contract Management on Salesforce Spring 2020, you must ensure the following:

Upgrading to Contract Management on Salesforce Spring 2020

This section describes step-by-step instructions to upgrade from Winter 2019 and Summer 2019 to Spring 2020.

Upgrading Contract Management from Winter 2019 to Spring 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter 2019 packages installed.

    Product

    Version Name | Version Number

    Apttus Contract Management

    10.2.0491 | 10.491

    Apttus DocuSign API 

    5.2.0088 | 5.88

    Apttus Contract DocuSign Integration 

    3.2.0038 | 3.38

    Adobe Sign 21 | 21.5
    Apttus EchoSign Integration 

    7.2.0030 | 7.30

  2. Ensure that you have the following packages and dependent packages to upgrade to Spring 2020. These packages are required to utilize the new features and enhancements of Spring 2020.

    Product

    Latest Certified Version (Name | Number)

    Apttus Base Library (New)
    1.0.38 | 1.38
    Apttus Content Integration (New)6.3.0012 | 6.12

    Apttus Contract Management (New)

    11.0.0518 | 11.518

    Apttus DocuSign API (New)

    6.0.0092 | 6.92

    Apttus Contract DocuSign Integration 

    3.2.0038 | 3.38

    Adobe Sign 

    21 | 21.5

    Apttus EchoSign Integration (New)

    8.0.0034 | 8.34

  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Contract Management managed packages, see Installing Contract Management.

Upgrading Contract Management from Summer 2019 to Spring 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer 2019 packages installed.

    Product

    Version Name | Version Number

    Apttus Contract Management

    10.1.0465 | 10.465
    ApttusDocuSign API

    4.0.85 | 4.85

    Apttus Contract DocuSign Integration2.0.0032 | 2.32
    Adobe Sign 21 | 21.5
    Apttus EchoSign Integration 6.0.24 | 6.24
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring 2020. These packages are required to utilize the new features and enhancements of Spring 2020.

    Product

    Latest Certified Version (Name | Number)

    Apttus Base Library (New)
    1.0.38 | 1.38
    Apttus Content Integration (New)6.3.0012 | 6.12

    Apttus Contract Management (New)

    11.0.0518 | 11.518

    Apttus DocuSign API (New)

    6.0.0092 | 6.92

    Apttus Contract DocuSign Integration 

    3.2.0038 | 3.38

    Adobe Sign 

    21 | 21.5

    Apttus EchoSign Integration (New)

    8.0.0034 | 8.34

  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Contract Management managed packages, see Installing Contract Management.

Post-Upgrade Task

You need to add the Wizard Launcher tab to the navigation bar in the Lightning mode. For more information, see Adding Wizard Launcher Tab in Lightning.