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 Summer 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 Summer 2020

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

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

Upgrading DocuSign for Apttus from Spring 2020 to Summer 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring 2020 packages installed.

    ProductPackage Version (Name | Number)
    Apttus Base Library1.0.38 | 1.38
    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
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020. 

    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
  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 Winter 2019 to Summer 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 Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020. 

    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
  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.