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Changelog

New updates and improvements

Fall '25 generally available release

See what’s new and improved in the Fall ’25 release.

Smarter Microsoft document generation

  • Include line item related lists in second-generation DOCX and PPTX outputs.

  • Apply conditional rendering in DOCX and PPTX templates.

  • Format merge fields for currency, date, and phone values.

  • Preserve Salesforce Rich Text Field formatting in generated Microsoft files.

Read the documentation

Flexible workflows and clearer visibility

  • Upload and manage DOCX and PPTX templates with the new template file upload LWC.

  • Generate PPTX files in batch with the S-Docs SDK.

  • Combine multiple generated S-Docs into one output with Apex or Flow.

  • Track org-wide document and e-Signature usage with the Usage Metrics LWC.

Improved

  • Added line item related list support for second-generation DOCX and PPTX outputs.

  • Added conditional rendering support for DOCX and PPTX templates.

  • Added merge field formatting for currency, date, and phone values.

  • Added Rich Text Field support in DOCX and PPTX templates.

  • Added org-wide usage tracking for document and e-Signature activity.

Fixed

  • Simplified DOCX and PPTX template management with the new file upload LWC.

  • Reduced manual work by enabling batch PPTX generation through the SDK.

  • Streamlined packet creation by allowing multiple generated S-Docs to be combined in Apex or Flow.

Download Our Latest Release on AppExchange

Summer '25 generally available release

Summer ’25 delivers major upgrades for Microsoft templates, secure signing, and live editing.

Expanded Microsoft document workflows

  • Improved DOCX and PPTX template creation with better formatting and merge field support.

  • Added DOCX Template Upload and PPTX Template Upload LWCs for easier template management.

  • Expanded LWC and SDK compatibility for Microsoft file formats.

  • Extended document workflow customization for admins and end-users.

Read the release notes

Secure signing for regulated workflows

  • Added CAC/PIV smart card authentication for regulated signing workflows.

  • Extended audit trail support for CAC/PIV verification.

  • Enabled profile-level authentication controls for more flexible signer requirements.

Learn How To Setup

Live edit in Screen Flows

  • Added Live Edit LWC support in Screen Flows.

Learn How To Setup

Improved

  • Expanded DOCX and PPTX template support for more polished Microsoft document generation.

  • Added upload and management tools for DOCX and PPTX templates directly in Salesforce.

  • Added CAC/PIV authentication with digital stamp support for secure signing.

  • Added profile-level authentication controls for more flexible workflows.

  • Added Live Edit support in the Screen Flow component library.

Fixed

  • Reduced admin effort when deploying and versioning Microsoft templates.

  • Reduced friction in regulated signing flows with clearer identity verification support.

  • Improved support collaboration with collaborator access, urgency selection, and GLA tracking.

  • Improved self-service help with in-app demos and step-by-step tutorials.

Download Our Latest Release on AppExchange

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