The following instructions will allow your organization to upgrade an existing installation of SharePoint. Please refer to the release notes prior to installing an upgrade. This process should be completed by your organization's administrator. For security purposes your administrator will be required to log in one or more times during this process.
Start from the App Launcher (or waffle)
Input iManage into the search and you can either:
click on the SharePoint app and go to the SharePoint Setup tab or
Click on the SharePoint Setup tab directly from the app launcher.
On the SharePoint Setup Tab
If an upgrade is available, you will see a window like the one indicated below.
Click on the Upgrade Now! button and you will be prompted to sign into Salesforce again.
If your org is using version 1.12 or earlier, you will need to contact [email protected] to upgrade to the latest version.
Package Installation Detail Confirmation
Depending on the SharePoint security setup, you will choose one of the three options to install below.
Click on the Upgrade button to continue with the installation.
Package Installation in Progress
The screen below will display for the next two or three minutes.
After a couple of minutes, you will receive the message below. This is completely normal for bigger packages. Select Done.
Once the installation is complete, the user that initiated the install will receive an email notification like the one below.
