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Salesforce apps by To A Finish

Four managed packages that run inside your own Salesforce org.

Simple Signature

Document creation and e-signatures in Salesforce

Address Verification

Clean, verify and geocode Salesforce addresses

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Colors, renames or hides Salesforce fields

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Simple Signature · How-to

Update Simple Signature

How to do it in Simple Signature, one step at a time.

Last updated 9 Oct 2026

For later. These steps do not count in the setup progress.

TAF sometimes pushes a new version of Simple Signature into every org. Some orgs are on an exclusion list and do not get these pushes. You can also install the newest version yourself at any time, from the install links on the change log. The AppExchange listing no longer updates an installed app.

Update before you report a bug

TAF works on bugs in the newest version only. Check your version before you open a case, and update if it is old.

  1. Check the version you have.

    Open Setup. In the Quick Find box, type Installed Packages. Find ß Simple Signature and read the Version Number column.

    The Simple Signature row in Installed Packages. The version number sits in the row.
  2. Open the Simple Signature change log.

    The newest version and its install links sit at the top of the Simple Signature change log. If your version matches the newest one, stop here.

  3. Update a sandbox first.

    Click Install in a sandbox. Sign in to your sandbox and follow the install screens. The install page shows Upgrade in place of Install. If a screen asks who to install for, pick Install for All Users.

    Salesforce installs the newer version over the one you have. Your labels, fields, buttons and signatures stay in place.

  4. Take a test signature in the sandbox.

    Follow Take a test signature. Make sure the form opens and the Signature record saves.

  5. Update production.

    Go back to the change log and click Install in production. Sign in to production and follow the same screens.

  6. Check the version again.

    Open Installed Packages again. The Version Number now matches the top of the change log.

You cannot go back to an older version

To go back, you must uninstall Simple Signature and set it up again.

Applies to

Simple Signature 5.8.x. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.

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