home

General

Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

General

The Conga Upgrade Assistant UI

Instant Upgrade

Using the Instant Packages tab, you can select a package and start the upgrade process with a single click. You can also view the details of all the packages installed till date.

Column Name

Description

Job Id

The unique ID for all the jobs performed in this org. Click the Job Id to see more details for the particular job.

Organization Name

The name of the organization is displayed here.

Job Start Date

The day and date when the the job was initiated.

Job Duration

Duration required to complete the process. For an in-progress job, the data in this column is refreshed after every two minutes.

Release Name

The name of the release installed in the org.

Job Status

Indicates whether the job was successful or skipped.

Actions Available from the Instant Upgrade Tab

To upgrade to the latest GA package

  1. Click the latest major release version button.
    The Conga Package Access pop-up is displayed.
  2. Select whether you want to install the package only for administrators, for all users, or for specific profiles. Select one or more profiles from the drop-down list for each package. System Administrator is selected by default and you cannot remove this profile. Click Next.
  3. The Package Version Details page displays the name, installed version, and the target version for all the packages. If a package is highlighted by the () icon on the Target Version, it must be upgraded.
  4. Click OK.
  5. Click Confirm in the Release Upgrade confirmation pop-up.

To upgrade to the latest package

This feature enables you to install the latest patches, hot fixes, and GA release packages.

  1. Select the release version to install the packages for.
  2. Click Upgrade Now.
    The Conga Package Access pop-up is displayed.
  3. Select whether you want to install the package only for administrators, for all users, or for specific profiles. Select one or more profiles from the drop-down list for each package. System Administrator is selected by default and you cannot remove this profile. Click Next.
  4. The Package Version Details page displays the name, installed version and the target version for all the packages. If a package is highlighted by a check mark icon () in the Target Version, it must be upgraded.
  5. Click OK.
  6. Click Confirm in the Release upgrade confirmation pop-up.

October 10, 2026