Sliick Docs v2.6: Building on What You Already Have

Sliick Docs v2.5 was about the days between sending a document and getting it back. v2.6 is about the documents themselves: combining them, starting them faster, and trusting exactly what they will look like before you publish.

This article gives a high-level overview of what has changed since v2.5. For the step-by-step reference, see the Sliick Docs Complete User Guide.

Combine a record’s PDFs into one file

Any PDF sitting on a record, from any source, can now be merged into a single document, in an order you choose.

It is a real merge: every source page is preserved exactly as it already exists, so a scanned contract, a generated cover letter, and a signed appendix come together as one file without anything being re-rendered. It runs in your browser against the same engine that powers e-signature, so no external rendering service is involved, and it is available in full on the free plan.

New templates start from a gallery

Clicking New template now opens a gallery of starter templates, each shown as a small drawn preview of its actual layout, so you can see what you are choosing before you commit to it.

Pick a starter and you get an independent draft to make your own; pick the same one twice and you get two unrelated templates, never a shared copy. Prefer to start from nothing? Start blank now asks for a name, object, and description right there in the gallery and takes you straight into the editor.

E-signature also moves up to a tab of its own on the template rail, alongside the other core building blocks.

The editor shows you what will print

The canvas and the generated PDF are now in exact agreement: spacing, margins, fonts, and page breaks match, block for block. What you arrange while building a template is what comes out the other end, so proofing a template is about your content, not about compensating for the editor.

Existing templates will look a little different the next time you open them, simply because the canvas is now more accurate. Nothing about a template’s saved content changes, and previously published versions render exactly as they always have.

Verify signature integrity on demand

The Diagnostics console now has a button to check a signed envelope’s integrity right when you need it, whether that is a routine spot-check or a question you need answered during a dispute. Results appear on screen immediately, run under your own authority as the person asking.

A structured filter builder for batches

Targeting a batch of records no longer means writing a filter by hand. Build conditions field by field, with the operators and value pickers that suit each field’s type, including a proper date picker shown in your own timezone alongside relative options like “today” or “the last 30 days.”

If you already have a report with the filters you want, bring them in as a starting point and refine from there.

Guiding signers through every field

Signers now move through a document with Start, Next, and Previous, landing on the next thing that needs their attention and finishing at the consent checkbox and Sign and finish, rather than having to hunt for what is left.

Smaller improvements worth knowing about

• Tables can rule horizontally instead of drawing a full grid, with a new Ruling control (Grid / Horizontal / None) on the table’s block settings.
• Generated documents render in the font you chose, consistently across the whole page.
• Signature blocks match the rest of the document’s type, in both PDF and Word.
• Checkbox and tick glyphs are handled honestly, with the validator flagging anything that will not render before you publish, rather than after.
• The starter templates were rebuilt with clearer heading hierarchy and layouts that fit their content.
• The batch console’s report search actually searches, rather than listing reports alphabetically.
• A report is matched to the object your batch runs against the moment you pick it, so you always know it is the right one before you submit.
• Preview thumbnails render on the fly rather than piling up as files in your org.
• The document picker shows a file by its name, not the path it was uploaded from.

Upgrading

Sliick Docs v2.6 is live on the AppExchange. New installs get v2.6 directly.

• Everything from v2.5 carries forward unchanged. Your templates, bundles, batches, branding, and settings continue to work exactly as before.
• Combine PDFs, the starter gallery, on-demand verification, the batch filter builder, and signer navigation are all available immediately. There is nothing to configure.
• Previously published template versions are untouched. Only the editor you build in has changed; documents already generated, and future generations from existing published versions, look exactly as they did.

Where to start

• Sliick Docs Complete User Guide - the full reference.
• Sliick Docs v2.5 - automatic signing reminders and signers picked from the record.
• E-Signature in Sliick Docs: The Story, the Law, and the Tick - the background on evidence and certificates.
• Sliick Docs product page - feature overview and AppExchange install link.

If you would like a hand combining documents, building out a batch filter, or working through the new starter templates, get in touch.