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 Conga base packages and then install the integration packages that enable the various products to function together. 

You are recommended to download and upgrade packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Support before you install any packages.

Install the packages in the following order.

Beginning in the Spring ’20 release, Conga 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 click Continue. 

OrderPackageInstall Center tab to access the packageRequired?
1Conga Base LibraryContract ManagementY
2

Conga Contract Lifecycle Management

Contract ManagementY
3

Conga Quote Management

CPQY
4

Conga DocuSign API 

DocuSign IntegrationY
5

Conga CLM DocuSign Integration

DocuSign IntegrationY
6

Conga Quote DocuSign Integration

DocuSign IntegrationY
You must have login credentials to the Community Portal to be able to download packages.

To install the Conga DocuSign packages

  1. Go to the Resources > Install Center tab on the Community Portal.

  2. In My Packages navigation link, click Docusign Integration. From the VERSION drop-down, select the version that you want to install.

  3. Click Install Now.
  4. 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.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. Enter the Password.
  7. Select the profile for which you want to install the package. You are recommended to select Install for All Users.

  8. 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. 
  9. Click Set.
  10. Click Install.

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages.

After installing the DocuSign packages, assign the user profile permissions and associate the appropriate Conga users to those created in DocuSign.