New Features
- Store templates in file fields: Added the ability to store templates in the DocumentsCorePack Template record’s file field.
- To use this feature, the following SettingsKey must be configured:
- Name: DCPTemplateFileColumnInUse
- KeyValue: true
- Product: AutoMerge
- To use this feature, the following SettingsKey must be configured:
General Updates/Improvements
- Template Management: Templates without a group are now properly displayed
- DCP Service: Made some minor metadata adjustments to the DCP Dialog.
- Adjusted a SharePoint error message to be more informative.
- Improved metadata installation in the Data Provider.
Bug Fixes
- DeepSign: Fixed an issue where a split placeholder field would result in the document failing to generate
- PDF Forms: Fixed an issue where certain special characters were unable to be inserted
- Fixed an issue where appending a document could cause the generated document to become corrupted.
- Fixed a memory leak.
DCP Dialog and Web Config
(AutoMergeGlobalButton 2025.6)
General Updates/Improvements
- DCP Dialog:
- Custom Button: Added additional error handling for cases where the defined OCA is not found
- Improved an error message that occurs when an incorrect record type is chosen for a recipient
- Added a setting that, when enabled, closes the DCP Dialog automatically after executing a DocuSign workflow
Bug Fixes
- DCP Dialog:
- Prompts:
- Fixed an out-of-position UI element
- Fixed an issue where the default value is displayed, but not actually used in the background
- Fixed an issue where prompts would not work correctly if nothing was selected
- Fixed an issue where the Dialog did not remember the previously-selected workflow from the last time a document was generated
- Fixed an issue where, in a batch process, the footer buttons are shown before all documents have been processed. This would lead to issues if the buttons were selected before the process concludes.
- Fixed an issue where attaching a document as an activity would cause the dialog to get stuck
- Fixed an issue where DocuSign document visibility was not working correctly
- Fixed an issue where a “No One-Click-Action found!” message is incorrectly displayed in some circumstances
- Fixed an issue where an error would occur when using CRM in OnPremise 9.x if the StoreSpsAttachmentOnLetter SettingsKey was false.
- Fixed an issue where a corrupted OCA would trigger an endless loading screen
- Prompts:
- DCP Web Config:
- Fixed an issue where searchable input fields did not work in Edge
- OCA Config:
- MultiPart: Fixed an issue where document parts underneath a combined part could not be deleted.
- Static Recipients:
- Fixed an issue where activating an OCA with static recipients did not work
- Fixed an issue where static recipients were sometimes listed multiple times in a draft OCA
- Fixed an issue where PDFs could not be chosen as a filetype for DocuSign
- Fixed an issue where a background error occurs if the OCA Config is opened through the DCP Dialog with the OCA tab
- Fixed an incorrect German translation in an error message
- Fixed an issue where the config would get stuck if the user had no write permissions
- Fixed an issue where an error could occur when loading the “Licensing” page
- Adjusted the placement of a UI element for “Warning” messages
- Fixed an issue where an OCA would be added to the wrong tree view in the UI
- Fixed an issue where an error would occur when activating a draft OCA
- Fixed an issue where it was possible to create an OCA group with a position of “0” in some circumstances. This would lead to critical configuration errors.
Released: 08.05.2026