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 Summer '21

This section describes step-by-step instructions to upgrade from Winter '20 and Spring'21 to Summer'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 Spring '21 to Summer '21

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring '21 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21 

    Product

    Spring'21

    Upgrade Version (Name | Number)

    Summer'21

    Upgrade Version (Name | Number)

    Conga Base Library

    2.0.150 | 2.150

    2.0.150 | 2.150

    Conga Contract Lifecycle Management

    12.0.0605 | 12.60512.0.0605 | 12.605
    Conga Quote Management 

    11.0.0242 | 11.242

    11.0.0242 | 11.242

    Adobe Sign22.1123.8

    Conga CLM Adobe Sign Integration (New)

    (Previously known as Conga CLM EchoSign Integration) 

    9.0.0056 | 9.569.1.0066 | 9.66
    Conga Quote EchoSign Integration2.0.0014 | 2.142.0.0014 | 2.14
  2. 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.
  3. After the upgrade is complete, perform the Post-Installation Configuration tasks.

Upgrade Impact for Summer'21

Feature/Enhancement

Is it a behavior change?

Is it a breaking change?

Is post-upgrade configuration required?

Details

Configuration of Document Storage type, as Document type is no longer a supported storage type. 

YesNoYes, need to use "Configuring Document Storage Type" documentation. 

You must provide the correct values to the Storage type field on Adobe sign custom setting, as instructed via Configuring Document Storage Type.

We are recommending setting up storage type to get the signed document back to the correct format.

Removal of Conga Sort ScreenYesNoNoRemoved the intermediary screen to apply sort order of documents, which is now a feature native to Adobe Sign. 

Upgrading Adobe Sign Services from Winter '20 to Summer'21

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter '20 packages installed. Also, ensure that you have the following packages and dependent packages to upgrade to Summer '21. These packages are required to utilize the new features and enhancements of Summer '21.

    Product

    Winter'20

    Upgrade Version (Name | Number)

    Summer'21

    Upgrade Version (Name | Number)

    Conga Base Library

    1.2.123 | 1.123

    2.0.150 | 2.150

    Conga Contract Lifecycle Management

    11.2.0582 | 11.58212.0.0605 | 12.605
    Conga Quote Management 10.2.0227 | 10.227

    11.0.0242 | 11.242

    Adobe Sign22.1123.8
    Conga CLM EchoSign Integration  8.2.0049 | 8.499.1.0066 | 9.66
    Conga Quote EchoSign Integration2.0.0014 | 2.142.0.0014 | 2.14
  2. 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.
  3. After the upgrade is complete, perform the Post-Install Configuration tasks.

Upgrade Impact for Summer'21

Feature/Enhancement

Is it a behavior change?

Is it a breaking change?

Is post-upgrade configuration required?

Details

Configuration of Document Storage type, as Document type is no longer a supported storage type. 

YesNoYes, need to use "Configuring Document Storage Type" documentation. 

You must provide the correct values to the Storage type field on Adobe sign custom setting, as instructed via Configuring Document Storage Type.

We are recommending setting up storage type to get the signed document back to the correct format.

Removal of Conga Sort ScreenYesNoNoRemoved the intermediary screen to apply sort order of documents, which is now a feature native to Adobe Sign.