New Features
- Quick Save: A “Quick Save” option has been added. Now, when saving an existing template using the “Save Template” button, the user is prompted directly to overwrite the template. This option can be disabled under Settings -> Application.
- DocuSign: DocuSign now supports additional file uploads
General Updates/Improvements
- Save Template:
- In the “Template name” textbox, placeholder text has been added to instruct the user to provide a name for the template.
- When saving an existing template, the “Save Template” window will jump to and highlight the template in the list.
- Updated all “Getting Started” links.
- A message now appears when attempting to connect using the Web Add-In when the classic Template Designer is also installed.
- A message now appears when attempting to insert a field into a protected document.
- Included additional JSON properties
- Included some performance improvements
Bug Fixes
- Relationship Designer:
- Fixed an issue where selecting the root node would cause the tab to switch to “Favorites.”
- Fixed an issue where MN relationships were not shown in the tree view when editing a relation
- Pattern Designer:
- Fixed an issue where removing a field from a pattern caused a validation error.
- Fixed an issue where switching between fields would not update the Pattern Designer in the Field Properties task pane.
- Date fields: Fixed some operator validation issues
- Connection:
- Fixed an issue where the “Change Connection” button would not work in certain circumstances.
- Fixed an issue where an error would sometimes occur when clicking “Select User.”
- Fixed an issue where, after attempting to connect to an environment, the task pane would open the DCP Config page with an error.
- Fixed an issue where the window will hang after attempting to connect.
- Fixed an issue where the user could connect to an environment while their service was not running, leading to issues when saving templates.
- Fixed an issue where icons in the DocumentsCorePack ribbon were not loading or were loading incorrectly.
- Fixed an issue where opening the Open Templates dialog caused an error.
- Fixed an issue where, if no connection was established and the user opens the Template Designer, the login page would open instead.
- Fixed an issue where users could not connect to an environment if their privileges were set on a Team level
- Fixed some task pane errors
- Previously, when attempting to open a dialog in the DocumentsCorePack ribbon while not connected to an environment, the dialog would not be reopened after a connection has been established. This behavior has been fixed.
Released: 03.10.2025