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 Push Upgrade 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 Push Upgrade.

Preparing for Upgrade

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

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 Spring '21

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

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter '20 packages installed. 

    ProductPackage Version (Name | Number)
    Conga Base Library1.2.123 | 1.123

    Conga Contract Lifecycle Management

    11.2.0582 | 11.582
    Conga Quote Management

    10.2.0227 | 10.227

    Conga DocuSign API 6.0.0101 | 6.101
    Conga CLM DocuSign Integration4.1.0041 | 4.41

    Conga Quote DocuSign Integration

    4.0.0021 | 4.21
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring '21. These packages are required to utilize the new features and enhancements of Spring '21. 

    ProductPackage Version (Name | Number)
    Conga Base Library2.0.150 | 2.150

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605
    Conga Quote Management

    11.0.0242 | 11.242

    Conga DocuSign API 7.0.0110 | 7.110
    Conga CLM DocuSign Integration4.1.0042 | 4.42

    Conga Quote DocuSign Integration

    4.0.0021 | 4.21
  3. 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.

Upgrading DocuSign Services from Summer '20 to Spring '21

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer '20 packages installed. 

    ProductPackage Version (Name | Number)
    Apttus Base Library1.1.93 | 1.93

    Apttus Contract Management

    11.1.0547 | 11.547
    Apttus Proposal Management

    10.1.0221 | 10.221

    Apttus DocuSign API 6.0.0093 | 6.93
    Apttus Contract DocuSign Integration4.1.0040 | 4.40

    Apttus Quote DocuSign Integration

    4.0.0021 | 4.21
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring '21. These packages are required to utilize the new features and enhancements of Spring '21. 

    ProductPackage Version (Name | Number)
    Conga Base Library2.0.150 | 2.150

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605
    Conga Quote Management

    11.0.0242 | 11.242

    Conga DocuSign API 7.0.0110 | 7.110
    Conga CLM DocuSign Integration4.1.0042 | 4.42

    Conga Quote DocuSign Integration

    4.0.0021 | 4.21
  3. 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.