3.1.0
Released 5 October 2026.
Before you upgrade
Section titled “Before you upgrade”Output can look different
- A field with no format now prints in the template’s own date, time and number formats. The old Raw choice is now called Default. Existing documents may print differently.
- In an org with more than one currency, a total of a currency field now shows the corporate currency symbol.
- Filters and conditions now compare dates as dates, so a date filter may return different rows. A date Sliick Docs cannot read now stops the document, with a message naming it.
- Links and alt text inside a record’s rich-text value are no longer filled in. Only text you wrote in the template is.
Publish again or start a new draft
- Word files from a designed template published before 3.1 print without a header or footer until you publish it again.
- The PDF improvements for Word templates reach an existing template through New Draft and publish, not by republishing.
- Every published version is now read-only. Make changes in a New Draft.
Publishing
Section titled “Publishing”- Publish goes live straight away. It no longer waits for a proof or a test record.
- A proof follows in the background. It shows on a card in the editor and as a pill in the Template Library. If it fails, the template stays live and the card says why.
- A Word template can still be refused if the document itself needs fixing, for example tags that do not match a field, or pictures that are not saved in the file.
- Restore previous version in the Template Library puts the previous version back live. Restoring again undoes it. See Proof, publish and versions.
Fields and formatting
Section titled “Fields and formatting”- Dates, times and numbers with no format follow the template’s Dates and numbers setting. Numbers print with the field’s own decimal places.
- Date filters and conditions accept named periods such as
THIS_FISCAL_YEARandLAST_N_DAYS:30, using your org’s fiscal year. - Add days, months or years to a date, for example
{{Today+30d}}. - Total only the rows that match a filter.
- Number the rows in a list with
RowNumber. - Enter your company details once in Settings, then print them with tags such as
Company.Name. - All of these work in Word-file and designed templates, with the same result in PDF and Word.
Word templates
Section titled “Word templates”- Word templates print as PDFs that look closer to the original. Line spacing, headers and footers (including a different first page), table row heights, indents, shaded headings, lists and fonts now follow Word.
- Text and list numbers that ran past a margin now print in full.
- Word files from a designed template get their header and footer back, and an image watermark now shows next to a header.
- Merge fields in a list can follow lookups: up to five steps at the top level and four inside a list.
- See Word-file templates.
Premium
Section titled “Premium”- With premium rendering on, Word templates make their PDFs with premium rendering, which embeds fonts.
- Designed templates can use 17 design fonts. The Template Library marks templates that need premium or use premium fonts. Without premium, they print in a standard font and you are told.
Also in this release
Section titled “Also in this release”- A screen flow can let a user pick a record and a template, then save, download, or both. It works inside Salesforce only.
- Image blocks in designed templates have Alt text and Decorative boxes.
- Error messages on the record page, the send screen and the signing page are now translated into all ten languages.