3.0.0

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

Before you upgrade

Publishing

A PDF goes live only after a proof has made it. If PDF was off at your last proof, make a new proof, then publish.
A Word template needs a proof before you can publish it. 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 the improvements.

Output can look different

Combined bundles and batches keep each template’s own look. Page numbers restart for each template, and very large ones may be refused.
A combined PDF bundle cannot include a designed template with PDF turned off. Turn PDF on for it, or remove it.
Word files now use the branding saved when you published, the same as the PDF, until you publish again.
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

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 before its proof shows pictures.

E-signature

Template Authors can now turn e-signature on. Check who has the Sliick Docs Template Author permission set.
The signer’s email and name must come from fields that can hold an email and a name. If not, publish is refused and names the field to use instead.

Timing

Upgrade before or with Winter ‘27. Winter ‘27 affected downloads until this release.

Word templates open in the same editor as designed ones, with one Save button. See Word-file templates.
A published template now shows as 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 fits the window.
Generate preview (.docx) is gone. Generate proof makes every format the template offers.
A proof also tries the PDF for Word-only templates, and says why if it cannot make one.

Everyone, not just the publisher, now sees pictures in a Word template’s PDF.
Pictures show in proofs, add-in previews and published documents, up to 100 per document.
A missing picture is now reported instead of leaving a blank gap.
Old Word 97-2003 pictures now print.
Blank lines and fill-in rows keep their height in the PDF.
Existing templates get these changes when you publish them again.

Each template keeps its own page size, margins, header, footer, watermark and page numbers. See Multi-template bundles.
The Word version has one section per template, each with its own header, footer and theme.
Combined batches work the same way, so each record keeps its cover-page setting.
Users who are not admins can make a combined Word bundle again.

Repeat filters can compare against a parent record’s field, 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 used at two levels now prints at both. Publish again to pick this up.
A show/hide condition on a related list outside a repeat is refused when you save, with the fixes named.
A merge-field problem in a header or footer now says which part it is in.
The editor keeps what you typed, including while saving and publishing.
Moving and duplicating blocks inside columns and “else” sections now works.
Finding fields is quicker, and the + buttons can reach parent fields again.

Template Authors can turn e-signature on. Other users see the switch greyed out, with a note.
The signing-fields designer asks before throwing away unsaved work.
If a signing field’s block was deleted, the designer names it when you open it.
Deleting a block that has signing fields on it now asks first.
Recipient pickers offer only fields that suit them.
A signing field in an “else” section is no longer reported as missing.
Placed fields are labelled with the same field type names as the palette.

A refused document on the record page now shows a red error.
A bundle on the record page that was closed half-way through is marked Failed after 24 hours.
A Word document that was not saved to the record now offers a download.
The Settings connection card now says who must be pre-authorised when your org restricts the connected app.

Page numbers restart for each template in a combined bundle and each record in a combined batch.
Bundles always render inside Salesforce, even with premium rendering on.
A designed template published before this release with PDF off can still give an unproofed PDF if PDF is turned on, until you next publish it.
Settings screens are not yet translated.