3.0.0
Released 25 September 2026. These release notes begin with 3.0.
Before you upgrade
Section titled “Before you upgrade”- 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 Authorpermission 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
Section titled “Word templates”- 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.
Pictures in Word templates
Section titled “Pictures in Word templates”- 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.
Combined bundles
Section titled “Combined bundles”- 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.
Designed templates
Section titled “Designed templates”- 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.
E-signature
Section titled “E-signature”- 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.
Also in this release
Section titled “Also in this release”- 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.
Known limitations
Section titled “Known limitations”- 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.