Multiple packages must be installed to implement the complete DocuSign solution. Packages for DocuSign must be installed in the order indicated in the table in this section. You begin with the Apttus base packages and then install the integration packages that enable the various products to function together.
Apttus recommends downloading and upgrading Apttus packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Apttus Support before you install any packages.
Install the packages in the following order.
The Apttus Base Library provides a shared library of reusable components that other Apttus packages may use. All CPQ and Contract Management customers must install this package in order to use Apttus CPQ and Contract Management products.
In addition, beginning in the Spring ’20 release, Apttus is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue. For more information, see DocuSign for Apttus on Salesforce Summer 2020 Release Notes.
|Order||Package||Install Center tab to access the package||Required?|
|1||Apttus Base Library||Contract Management||Y|
Apttus Contract Management
Apttus Proposal Management
Apttus DocuSign API
Apttus Contract DocuSign Integration
Apttus Quote DocuSign Integration
You must have Apttus-provided login credentials to the Apttus Community Portal to be able to download packages.
To install the Apttus DocuSign packages
Go to the Resources > Install Center tab on the Apttus Community Portal.
In My Packages navigation link, click Docusign Integration. From the VERSION drop-down, select the version that you want to install.
- Click Install Now.
Select the environment in which you want to install the packages. Click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.
In the Salesforce login screen, enter your login credentials and click Log In.
- Enter the Password provided by Apttus.
Select the profile for which you want to install the package. Apttus recommends that you select Install for All Users.
- If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.
- No Access - This is the default setting. Apply this access level to disable all object permissions.
- Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.
- Click Set.
A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.
After installing the DocuSign for Apttus packages, assign the user profile permissions and associate the appropriate Apttus users to those created in DocuSign.