V20 Features:
V18 New Features:
V17.3 New Features:
V16 New Features:
V15 New Feature:
V14 New:
V12 New:
V11
V10
V9
V8
V7
V6
V5.6 / V5.9
V5.5
V5.4
V5.3
V5.2
V5.1
- Multi-Signers Forms – Read More
- Protected PDF: Set a level of security to generated PDFs – Read More
- PDF Layer – phase 2: Enhancing the process of adding fields to a layer – Read More.
- PDF Layer
- Dynamic filtering of data with a condition variable.
- Quick ‘Document Preview’ Button – New API Integration
- Direct Link Output for Salesforce Users
- Live Editor with Interactive Fields
- New Look for the interactive fields placeholders
V18 New Features:
- Image Resize
- New Fields on Form – Language and Category
- Mass Generation with Flows
- History Logger
- Unrelated List
- Unlock Subforms
- Enable Lock Container on Live Editor
V17.3 New Features:
- Migrate Workflow to Flows
- Increase the size of the RTA image for generated documents
- Doc2Files Supports PDF saving
- Control Share Type
- Support Hebrew on Generation Screen
V16 New Features:
- Adding additional recipients in email when using API.
- Adding additional documents in email when using API.
- Preview document in generation screen.
- Test preview with an actual Salesforce record.
- Set Default recipient in Form settings
- Additional Recipient – Recipient email enables free text.
- Live Editor Window – Resizing capabilities.
V15 New Feature:
- Region Switcher – Expanding cloud infrastructure to the EU in addition to the existing infrastructure in the US
- Data Model drill down up to 5 levels (“NLevel” feature)
- RTA Images
- Improve reliability of existing features:
- Segments / Subforms
- Import / Export forms
- Live Editor
V14 New:
- New UI for Document Generation
- Additional Documents Files Filter for API
- Image Compression
- Friendly URL Support
- New Salesforce Lightning UI for Defining Data Models
V12 New:
- Files uploaded by interactive form recipients can be updated with custom metadata when defined to be attached as Salesforce Files
- Adding additional documents to the generated output directly from a related record’s Salesforce files
- Support for Salesforce Organization-wide email addresses
- Logging Docomotion server events
- Actual record preview
- New email recipient options for output generation
- Doc2Files – Editing Salesforce Files in MS-Word
- Pulling pictures from Salesforce Files (Salesforce Lightning)
- New options for storing signed PDF output
- Dynamically adding Pictures from Salesforce Files
- Generate output using data from an external data source
- Storing output in an external database
- Support for Salesforce New Flow Builder
- Document versions in Live Editor
- Accessible PDFs
- Embedded image in link channel
- DOCX: New format supported for combined mass generation
- Salesforce Files: New channel for output generation
- Support Salesforce Connect’s OData objects
- Additional email recipients when generating output via API or Flow/Process Builder (coming soon…)
- Live Editor: Additional Options
- Additional documents: Add documents/files from a selected folder/library
- RTA – Text font and font size can be set in the Designer
- RTA Support for embedded image
- Picklist and multi-picklist new UI
- Send Email button customization
- Additional Editing Options in the Live Editor
- Default Subject for Mail Body Output Format in Mass Generation
V11
- Live Editor
- Interactive Date and Time (Date Picker)
- Image Background for Signature Field
- Password Protection for PDF generated through Link Channel
- Mass Generation from 3rd level lookups
- Full support Table of Contents for PDF output, and link navigation in HTML
V10
- Sum inside a dynamic table
- Add documents to output
- Filter Forms
- Lock sections in the Form from being edited in the Live Editor
- Full support of Service and Sales consoles
V9
- Pull package
- Form creation in Lightning Experience
- Add event (activity) after generation
- Mass Generation from Reports
- Routing option for Notes & Attachments and Chatter when generating output from Relation and Junction objects
- Adobe installation no longer prerequisite
- Full support for Rich Text Area type fields in Salesforce
V8
- New Generation UI
- Interface with DocuSign Integration to Salesforce
- Mass Generation from Related Lists
- Support for Rich Text Area type fields in Salesforce
- Validation before Submit (HTML JavaScript)
- Designate fields as Mandatory to Fill
- Link Expiration per Form
- Configurable message After Submit of Interactive Form
- Support MS-Word Set Target Frame (open in a new tab)
- Signature popup in mobile
V7
- You can now add to the output pictures from a record’s Notes & Attachments.
- Automate output generation using Salesforce Process Builder.
- Context-sensitive help.
V6
- The new Mass Generation feature enables generating output based on multiple records inside Salesforce List View.
- Support of European numbering format (localization/number masking).
- Support for Salesforce Date&Time field.
- Support for Date&Time field localization, based on the time zone of the recipient.
- Possibility to set a default file name for generated output in the Form’s Default Generation Settings based on Object field.
- New Designer Validation menu option.
- Signing device support: ability to open the signature area on the HTML output as a pop-up window.
- Support of the new Salesforce Lightning® experience.
V5.6 / V5.9
- Adding graphical Signatures to an Interactive Form (this requires using the new Link output channel).
- New output channel Link. Send an email with a link to an interactive document.
- Recipients can fill in the document (including adding a signature and attachments).
- Uploading Files to an Interactive Form
- Store output in Google Drive.
- New Email Template option in mail output channel.
- New Form Generation Settings now enable simplifying the output generation page.
- Enhanced Designer to enable presenting in the output the Salesforce data of all interactive fields, which can be edited by the recipient and updated in Salesforce.
V5.5
- Word Template Optional (Docomotion no longer requires a Word template for creating a new Form)
- Insert Page Break in Grouped Table
- Table of Content (TOC) Supports Show / Hide Containers (Improved)
- Enhanced Date Format Support (Improved)
- Support of Image URL without Extension for ALL Output Formats (Improved)
V5.4
- Form Lifecycle
- Table Grouping
- Multi Language Support of Picklists
- Date Support
- Import / Export Scripts in the Designer
- Simplify Insert Picture in the Designer
- Interactive Fields Default Value (Improved)
- Interactive Support without Contact (Improved)
- Table of Contents Supports Containers (Improved)
V5.3
- Exporting / Importing Forms
- Adding a Table of Contents to a Form
- Renaming the Generated Output File
- ‘Upload to Cloud’ Renamed ‘Save to Salesforce’
- No need to Enable Chatter when Installing Docomotion
V5.2
- New License for Generating Output in Silent Mode
- Sorting Tables
- Renaming the Generated Output File
- Improved Form Structure
V5.1
- New Quick Start Tab
- New Generation Screen
- Supports Generating Output from Mobile
- Inserting Form Segments as Linked or Unlinked
- Forms and Data Model Changes
- New Mail Body Support
- Generating Output in Silent Mode
- Nested Table Support
- Localization Support
- New Interactive Features
- Simplified Publishing (Improved)
- Renaming (Improved)