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 September '22, 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 September '22, 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 September '22

This section describes step-by-step instructions to upgrade from May '22 and Summer '21 to September '22.

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 May'22 to September '22

Go to Setup > Installed Packages and ensure that your current Salesforce org has the following May '22 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to September '22. These packages are required to utilize the new features and enhancements of September '22.

Product	May'22 Upgrade Version (Name \| Number)	September '22 Upgrade Version (Name \| Number)
Conga Base Library	3.0.232 \| 3.232	3.1.238 \| 3.238
Conga Contract Lifecycle Management	13.0.669 \| 13.669	13.1.683.1 \| 13.683.1
Conga Quote Management	11.0.0242 \| 11.242	11.0.0242 \| 11.242
Conga DocuSign API	8.0.117 \| 8.117	8.1.142 \| 8.142.2
Conga CLM DocuSign Integration	4.1.0046.1 \| 4.46.1	5.1.50 \| 5.5
Conga Quote DocuSign Integration	4.0.0021 \| 4.21	4.1.22 \| 4.22

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 September'22

Feature/Enhancement

Is it a behavior change?

Is it a breaking change?

Is post-upgrade configuration required?

Details

DocuSign OAuth 2.0 Authentication Integration

Yes

Yes, OAuth 2.0 must be configured.

Yes, 2.0 OAuth Authentication must be configured for all new API applications before October 2022.

All new API applications must use OAuth 2.0 flow for authentication as DocuSign legacy authentication and OAuth 1.0 will no longer be accepted for new applications after October 2022.

The legacy X-DocuSign-Authentication header will not be supported in any form.

Upgrading DocuSign Services from Summer'21 to September'22

Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer '21 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to September'22. These packages are required to utilize the new features and enhancements of September'22.

Product	Summer'21 Upgrade Version (Name \| Number)	September'22 Upgrade Version (Name \| Number)
Conga Base Library	2.0.174 \| 2.174	3.1.238 \| 3.238
Conga Contract Lifecycle Management	12.1.0630 \| 12.630	13.1.683.1 \| 13.683.1
Conga Quote Management	11.0.0242 \| 11.242	11.0.0242 \| 11.242
Conga DocuSign API	7.1.115 \| 7.115	8.1.142 \| 8.142.2
Conga CLM DocuSign Integration	4.1.0042 \| 4.42	5.1.50 \| 5.5
Conga Quote DocuSign Integration	4.0.0021 \| 4.21	4.1.22 \| 4.22

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.