This section provides information on upgrading Adobe Sign Services to the latest version from the previous two releases.

If you have not installed Adobe Sign Services, you can contact Support to request an installation link, then perform the standard installation as described in Installing Adobe Sign Services.

Preparing for Upgrade

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 Adobe Sign 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 Adobe Sign Integration package to the latest version, you must first upgrade the Conga Contract Lifecycle Management and Adobe Sign packages to the latest version. 

Upgrading Adobe Sign 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 Library

    1.2.123 | 1.123

    Conga Contract Lifecycle Management

    11.2.0582 | 11.582
    Conga Quote Management 10.2.0227 | 10.227
    Adobe Sign22.11
    Conga CLM EchoSign Integration  8.2.0049 | 8.49
    Conga Quote EchoSign Integration2.0.0014 | 2.14
  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 Library

    2.0.150 | 2.150

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605
    Conga Quote Management 

    11.0.0242 | 11.242

    Adobe Sign22.11

    Conga CLM Adobe Sign Integration 

    (Previously known as Conga CLM EchoSign Integration) 

    9.0.0056 | 9.56
    Conga Quote EchoSign Integration2.0.0014 | 2.14
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Adobe Sign Services managed packages, see Installing Adobe Sign Services Packages.
  4. After the upgrade is complete, perform the Post-Install Configuration tasks.

Upgrading Adobe Sign 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 Library

    11.1.93 | 1.93

    Apttus Contract Management

    11.1.0547 | 11.547
    Apttus Proposal Management 10.1.0221 | 10.221
    Adobe Sign22.11
    Apttus Contract EchoSign Integration  8.1.0044 | 8.44
    Apttus Quote/Proposal EchoSign Integration2.0.0014 | 2.14
  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 Library

    2.0.150 | 2.150

    Conga Contract Lifecycle Management

    12.0.0605 | 12.605
    Conga Quote Management 

    11.0.0242 | 11.242

    Adobe Sign22.11

    Conga CLM Adobe Sign Integration (New)

    (Previously known as Conga CLM EchoSign Integration) 

    9.0.0056 | 9.56
    Conga Quote EchoSign Integration2.0.0014 | 2.14
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Adobe Sign Services managed packages, see Installing Adobe Sign Services Packages.
  4. After the upgrade is complete, perform the Post-Installation Configuration tasks.