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

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

Preparing for Upgrade

Before you upgrade to DocuSign for Apttus on Salesforce Spring 2020, 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 for Apttus on Salesforce Spring 2020

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

Upgrading DocuSign for Apttus 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.

    ProductPackage Version (Name | Number)
    Apttus Contract Management 10.2.0491 | 10.491
    Apttus Proposal Management

    7.0.0088 | 7.88

    ApttusDocuSign API 5.2.0088 | 5.88
    Apttus Contract DocuSign Integration3.2.0038 | 3.38

    Apttus Quote DocuSign Integration

    2.0.0018 | 2.18
  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. 

    ProductPackage Version (Name | Number)
    Apttus Contract Management 11.0.0519 | 11.519
    Apttus Proposal Management

    9.2.0206 | 9.206

    Apttus DocuSign API 6.0.0092 | 6.92
    Apttus Contract DocuSign Integration3.2.0038 | 3.38

    Apttus Quote DocuSign Integration

    2.0.0018 | 2.18
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing DocuSign for Apttus managed packages, see Installing the DocuSign for Apttus Packages.

Upgrading DocuSign for Apttus 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.

    ProductPackage Version (Name | Number)
    Apttus Contract Management10.0.465 | 10.465
    Apttus Proposal Management

    7.0.0088 | 7.88

    ApttusDocuSign API 4.0.85 | 4.85
    Apttus Contract DocuSign Integration2.0.0032 | 2.32

    Apttus Quote DocuSign Integration

    2.0.0018 | 2.18
  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.  

    ProductPackage Version (Name | Number)
    Apttus Contract Management11.0.0519 | 11.519
    Apttus Proposal Management

    9.2.0206 | 9.206

    Apttus DocuSign API6.0.0092 | 6.92
    Apttus Contract DocuSign Integration3.2.0038 | 3.38

    Apttus Quote DocuSign Integration

    2.0.0018 | 2.18
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing DocuSign for Apttus managed packages, see Installing the DocuSign for Apttus Packages.