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3.0.0

Released 25 September 2026. These release notes begin with 3.0.

  • A PDF goes live only after a proof has produced it. If PDF was off when you last proofed, generate a new proof, then publish.
  • A Word template needs a proof before it can be published. See Proof, publish and versions.
  • Republishing a Word template does not change a PDF that is already live. Start a New Draft to pick up improvements.
  • A combined PDF bundle cannot include a designed template whose PDF output is off. Turn PDF on for it, or remove it.
  • Combined bundles and batches keep each member’s own look. Page numbers restart for each member, and very large ones may be refused.
  • Word files now use the branding frozen at publish, matching the PDF, until you republish.
  • Repeat filters now read related records, so some documents may print different rows. See Designed templates.
  • Preview on the record page now follows the template’s audience and record settings.
  • Pictures a PDF cannot show, such as EMF logos, are refused for PDF, with the fix named.
  • A Word draft saved before this release must be saved again from Word to show pictures in its proof.
  • Template Authors can now turn e-signature on. Review who holds the Sliick Docs Template Author permission set.
  • E-signature signer email and name must come from fields that can hold them. Otherwise publish is refused with the field to pick instead.
  • Upgrade before or with Winter ‘27, which affected downloads until this release.
  • Word templates open on the same editor as designed ones, with one Save. See Word-file templates.
  • A published template now says Published, and Word proofs appear in the proofs drawer.
  • New Draft now works for Word templates.
  • The preview uses the document’s own page size and scales with the window.
  • Generate preview (.docx) is gone. Generate proof makes every format the template ships.
  • A proof tries the PDF even for Word-only templates, and records why if it cannot.
  • Everyone can now see pictures in a Word template’s PDF, not just the publisher.
  • Pictures show in proofs, add-in previews and publishes, up to 100 per document.
  • A missing picture is now reported instead of leaving a silent gap.
  • Old Word 97-2003 pictures now print.
  • Blank lines and fill-in rows keep their height in the PDF.
  • These changes reach an existing template when it is republished.
  • Each member keeps its own page size, margins, header, footer, watermark and numbering. See Multi-template bundles.
  • The Word version has one section per member, each with its own header, footer and theme.
  • Combined batches work the same way, so every record keeps its cover-page setting.
  • Non-admins can generate a combined Word bundle again.
  • Repeat filters can compare fields through a parent, the main record, an outer repeat or a lookup ID. See Repeats and conditional content.
  • Show/hide conditions on a lookup ID now work, and Approvals repeats apply their filter.
  • The same related list at two levels now prints at both. Republish to pick it up.
  • A show/hide condition on a related list outside a repeat is refused at save, with the fixes named.
  • A header or footer merge-field problem now says which slot it is in.
  • The editor keeps what you typed, including during saves and publishes.
  • Moving and duplicating blocks inside columns and else branches now works.
  • Field finding is quicker, and the + buttons can reach parent fields again.
  • Template Authors can turn e-signature on. Others see the switch greyed out with a note.
  • The signing-fields designer asks before discarding unsaved work.
  • A signing field whose block was deleted is named when you open the designer.
  • Deleting a block that signing fields sit on asks first.
  • Recipient pickers offer only fields that fit.
  • A signing field in an else branch is no longer reported missing.
  • Placed fields show their type by the palette’s name.

See Setting up a template for signature.

  • A refused generation on the record page now shows a red error.
  • A record-page bundle closed half-way is marked Failed after 24 hours.
  • An unsaved Word generation now offers a download.
  • The Settings connect card now notes who must be pre-authorised when the integration app is restricted.
  • Page numbers restart for each member of a combined bundle and each record of a combined batch.
  • Premium bundles render natively, even with the premium renderer on.
  • A designed template published before this release with PDF off can still serve an unproofed PDF if PDF is switched on, until its next publish.
  • Settings screens are not yet translated.