# Changelog

{% updates format="full" %}
{% update date="2025-10-15" %}

## 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.

<a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae" class="button primary">Read the documentation</a>

### 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.

<details>

<summary>Improved</summary>

* 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.

</details>

<details>

<summary>Fixed</summary>

* 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.

</details>

<p align="center"><a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aArEAI" class="button primary">Download Our Latest Release on AppExchange</a></p>
{% endupdate %}

{% update date="2025-07-15" %}

## 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.

<a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae" class="button primary">Read the release notes</a>

### 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.

<a href="/spaces/G8JG5qkkPJ4Es3cSKC5u/pages/q6Q4uPa98dE5W5aR9Z44" class="button primary">Learn How To Setup</a>

### Live edit in Screen Flows

* Added Live Edit LWC support in Screen Flows.

<a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ea5641d7c94cbc3fe0c94fe457a5ba4fef71acd0" class="button primary">Learn How To Setup</a>

<details>

<summary>Improved</summary>

* 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.

</details>

<details>

<summary>Fixed</summary>

* 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.

</details>

<p align="center"><a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aArEAI" class="button primary">Download Our Latest Release on AppExchange</a></p>
{% endupdate %}
{% endupdates %}


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