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

Before you upgrade to Adobe Sign Services on Salesforce Winter '20, you must ensure the following:

Upgrading to Adobe Sign Services Winter '20

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

If you are upgrading the Conga CLM EchoSign 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 Summer '20 to Winter '20

  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 Winter '20. These packages are required to utilize the new features and enhancements of Winter '20 

    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
  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 Spring '20 to Winter '20

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring '20 packages installed. 

    ProductPackage Version (Name | Number)
    Apttus Base Library

    1.0.38 | 1.38

    Apttus Contract Management

    11.0.0519 | 11.519
    Apttus Proposal Management 9.2.0206 | 9.206
    Adobe Sign21.5
    Apttus Contract EchoSign Integration8.0.0034 | 8.34
    Apttus Quote/Proposal EchoSign Integration1.0.12 | 1.12
  2. Ensure that you have the following packages and dependent packages to upgrade to Winter '20. These packages are required to utilize the new features and enhancements of Winter '20 

    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
  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.