July 2022 – S-Docs for Salesforce

S-Docs 4.516

Note: See considerations for this release

Major Updates:

Save time with stronger dynamic email functionality

• S-Docs templates can automatically populate dynamic email settings like Subject, Recipient, and Sender using data from Salesforce. Now, these fields can access even more data, including users’ Runtime Prompt responses and metadata like information about the user emailing the document.

Distributing batch documents is easier than ever

• S-Docs Mass Merge allows S-Docs customers to generate hundreds of documents at once. Now, users can click a button to download each individual file and distribute them their way. Plus, users can now email the batch with one click even if certain docs don’t generate based on business rules or other criteria. Read more about Mass Merge in this documentation article.

Minor Updates:

General

• Support was added for querying ContentDocumentLinks that return PDFs to stitch to your current template with the PDF Stitch feature
• Templates using the PDF Stitch feature now require the Create Salesforce Attachment and link to record or the Create Salesforce File and link to record checkboxes to be checked if the generated document needs to be emailed
• File name encryption was removed from supplementary DOCX template files (metadata and other files automatically included when a DOCX file is uploaded to S-Docs)
• Support was added for using special keywords BRACKETOPEN and BRACKETCLOSE to include the [ and ] characters in generated DOCX files
• Support was added for embedding images stored as Document records in DOCX templates
• The From field on the S-Docs Email page is now rendered as a locked field for templates that don’t have the Enable user to choose/select from a picklist checkbox checked in the Email Sender Settings in the template editor. Previously, this field was hidden when the checkbox was unchecked
• The Runtime Prompt Text Prompt option Allow users to create new lines, which allowed users to use the Enter key to create new lines of text in response to Text prompts,  was removed for non-rich text inputs. The Enable Rich Text Input Fields checkbox must now be checked to allow users to create new lines of text

Merge Field Attributes

• Support was added for the CR (Character Recognition) merge field attribute
  • Usage: This attribute converts text into OCR-A or OCR-B font (Optical Character Recognition), which is used for generating checks and other number strings that need to be read by computers
  • Syntax: {{!Object.FieldName CR="[OCR-A/OCR-B],[FONT SIZE (REQUIRED),[SPACING (OPTIONAL)]"}}
  • Example: {{!Opportunity.Description CR=“OCR-A,20,5"}}
  • Notes: 
    • Only digits 0-9 are transformed. Other characters are ignored
    • Spacing defaults to 0 if it is not specified. Negative spacing values are allowed. The lower the spacing value, the closer together OCR characters
    • Read more about this and other merge field attributes in this documentation article

Apex Button Parameters

• Support was added for the customAddFilesButton parameter
  • Usage: This parameter allows you to add a custom button to the S-Docs Email page that calls your custom Apex class to query Salesforce File IDs for automatic attachment to the outbound email. Find out how to set up and use this feature in this documentation article

S-Sign 2.299

Note: See considerations for this release

Major Updates:

Customize the Signer Experience with More Data From Your Org

• Have you ever needed to automatically name an S-Sign file based on a custom object record name, or populate signer names with data from unrelated objects? You can now use Named Query merge fields to input dynamic data from related or unrelated objects into S-Sign Template Settings, Signer Profile settings, and Field settings.

Collect up to 5x more signatures per hour

• Manage high-volume agreement workflows? We’ve upgraded S-Sign’s processing capacity to handle up to five times more signature capture events per hour, enabling you to keep business moving no matter your requirements.

Data Security, Continually Improved

• At S-Docs, your data security is priority number one. Our product team employs rigorous security testing against Salesforce’s strictest standards every release cycle, ensuring your data is always protected.

Minor Updates:

General

• Content in the To field in the Email Recipient Settings in the template editor is now cleared when the template is enabled for S-Sign
• Removed the ability to type dates into date input fields. All dates must now be selected from the calendar menu
• Field access is now enforced for update and upsert activities in S-Sign
• Support was added for translating the UI of the  “Confirm Signers” and “Confirm Document Signing Order” pages
• Support was added for printing documents generated using PDF-Upload S-Sign templates
• Support was added for toggling whether document preview links on S-Sign Envelope Document records (View Original Document and View Signed Document) should auto-download the document or open it in a new tab
  • By default, documents are auto-downloaded. Check the Prevent auto-download upon S-Sign document preview field in the S-Sign Setup Advanced Settings to set these links to open documents in a new tab
  • Note: Documents generated before toggling this setting will continue to auto-download, and only future signed documents will be impacted