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

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

Preparing for Upgrade

Before you upgrade to Apttus Adobe Sign Services on Salesforce Summer 2020, you must ensure the following:

Prior to Summer '20 release, signed documents were saved in the Notes & Attachments related list even if the Document Versioning was enabled. After you upgrade to Summer '20 release, signed documents are saved as a major version under Document Versions related list. 

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 Apttus Adobe Sign Services 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 EchoSign Integration package to the latest version, you must first upgrade the Apttus Contract Management and Adobe Sign packages to the latest version. 

Upgrading Apttus Adobe Sign Services 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 Library

    1.0.38 | 1.38

    Apttus Contract Management11.0.0519 | 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 Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020.  

    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
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Apttus Adobe Sign Services managed packages, see Installing Apttus Adobe Sign Services Packages.

Upgrading Apttus Adobe Sign Services 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)
    Adobe Sign21.5
    Apttus EchoSign Integration 7.2.0030 | 7.30
    Apttus Quote/Proposal EchoSign Integration1.0.12 | 1.12
  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 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
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Apttus Adobe Sign Services managed packages, see Installing Apttus Adobe Sign Services Packages.