Upgrading DocuSign Services

This section provides information on upgrading DocuSign Services to the latest version from the previous two releases.

If you have not installed DocuSign Services, you can contact Support to request an installation link, then perform the standard installation as described in Setting Up DocuSign Services.

The Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for push upgrade, see Registering for Conga Upgrade Program.

Preparing for Upgrade

Before you upgrade to DocuSign Services Summer '21, you must ensure the following:

You go through DocuSign Services Feature by Release to know about the new features, enhancements, and deprecated features in DocuSign Services since your existing release. After you upgrade DocuSign Services to Summer '21, you cannot roll back to any previous release.
You have supported platforms and system requirements.
You have access to the Install Center on the Community Portal.
You have administrator privileges to your Salesforce org.

You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading to DocuSign Services Summer '21

This section describes step-by-step instructions to upgrade from Spring '21 and Winter '20 to Summer '21.

If you are upgrading the Conga CLM DocuSign Integration package to the latest version, you must first upgrade the Conga Contract Lifecycle Management and Conga DocuSign API packages to the latest version.

Upgrading DocuSign Services from Spring'21 to Summer'21

Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring '21 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

Product	Spring'21 Upgrade Version (Name \| Number)	Summer'21 Upgrade Version (Name \| Number)
Conga Base Library	2.0.150 \| 2.150	2.0.174 \| 2.174
Conga Contract Lifecycle Management	12.0.0605 \| 12.605	12.1.0630 \| 12.630
Conga Quote Management	11.0.0242 \| 11.242	11.0.0242 \| 11.242
Conga DocuSign API	7.0.0110 \| 7.110	7.1.115 \| 7.115
Conga CLM DocuSign Integration	4.1.0042 \| 4.42	4.1.0042 \| 4.42
Conga Quote DocuSign Integration	4.0.0021 \| 4.21	4.0.0021 \| 4.21

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

Upgrade Impact for Summer'21

Feature/Enhancement

Is it a behavior change?

Is it a breaking change?

Is post-upgrade configuration required?

Details

Document Version support for DocuSign (receiving signed document back into Document Version)

Yes

It can be if customization has been added to the Attachment/File objects.

Yes. Can modify Agreement record to enable Version Aware.

Signed documents were uploaded to Notes & Attachments or Files, based on the File Enable settings in Comply System Properties.

Now, if the Agreement has enabled Version Aware, signed documents are uploaded to the Document Version

Upgrading DocuSign Services from Winter '20 to Summer '21

Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter '20 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

Product	Winter'20 Upgrade Version (Name \| Number)	Summer'21 Upgrade Version (Name \| Number)
Conga Base Library	1.2.123 \| 1.123	2.0.174 \| 2.174
Conga Contract Lifecycle Management	11.2.0582 \| 11.582	12.0.0605.9 \| 12.605.9
Conga Quote Management	10.2.0227 \| 10.227	11.0.0242 \| 11.242
Conga DocuSign API	6.0.0101 \| 6.101	7.1.115 \| 7.115
Conga CLM DocuSign Integration	4.1.0041 \| 4.41	4.1.0042 \| 4.42
Conga Quote DocuSign Integration	4.0.0021 \| 4.21	4.0.0021 \| 4.21

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