August Release Notes

Document Generation (PDF Butler: v 1.532)

Current Version: 26/08/2026

Download URL: /packaging/installPackage.apexp?p0=04tQy000000YVeW

• Security Improvements: We added new security improvements to our servers to make transaction handling stronger and more efficient. No action is needed; all our customers are already using these new features.
• New Feature – Relink Functionality for PPTX, Excel, and Email Doc Configs: We added the ability to relink Config Types in PPTX, Excel, and Email Doc Configs. No action is needed. It is now easier to relink any Config Type.
• New Feature – Optimization in Data Extraction: If a Doc Config contains many Data Sources, but not all fields are used during generation, the process may not be as fast or efficient as it could be. With this new feature, the generation process is faster, reducing the time needed for generation. This improvement is intended for edge cases where Data Sources contain a large amount of data and are used across several Doc Configs. Please consult with Support if your use case fits this scenario.
• New Feature – Duplicate Config Types: It is now possible to clone Config Types within the same Doc Config. This functionality will be expanded in the future to allow you to duplicate a Config Type from one Doc Config to another.
• New Feature – Duplicate Filtered Data Sources: It is now possible to duplicate Filtered Data Sources within the same Doc Config.
• Fix: We made a minor fix to the Table Row Config Type. It now allows you to replace a Mergefield when the value is empty in the PPTX Doc Config.
• Fix: We made a minor fix to the Data Source UI on the configuration page when the Reload button is clicked.
• Fix: We made a minor fix to the process that runs when the Save to Server button is clicked.
• Fix: We made a minor fix for Document V3 when using different margins and page orientations.

Digital Signature (SIGN Butler V2)

Current Version: v 1.311

Download URL: /packaging/installPackage.apexp?p0=04tWU000000TCtr

• New Feature – Support for New AES & QES Signing Method (Evrotrust): We added support for the new AES and QES signing methods through Evrotrust. See the new Academy article for more information.
• Improvement: We increased the size of the cadmus_core__Static_Data_JSON__c field to 131,072 characters, providing more space to add new translations.
• Improvement: We added new translations for our signing page. You can download them from this article: SIGN BUTLER V2 – Signing page translations – PDF Butler
• Improvement: We added new security improvements to our servers to make transaction handling stronger and more efficient. No action is needed; all our customers are already using these new features.
• Improvement: We added technical details to improve consumption tracking. We can now identify actions based on each org.
• Fix: We made a major fix that allows multiple signers to use different signing methods (AES and QES) when In-Person Signing is enabled.
• Fix: We made a minor fix to allow Japanese characters when the reassign functionality is being used.

Dynamic Forms (FORM Butler)

Current Version: v 1.112 (Released)

Download URL: /packaging/installPackage.apexp?p0=04tWV0000006P3n

• Fix: We made a small fix to improve the loading speed of custom branding.
• IMPORTANT: We are about to list this app in AgentExchange, which means development will be frozen for a few weeks. This is a mandatory step in the listing process. Our team will continue working behind the scenes to prepare a major update once the listing process is complete.

Document Management (COLLABORATION Butler)

Current Version: v 1.231 (Released)

Download URL: /packaging/installPackage.apexp?p0=04tWV0000006i81

Release Date: 25/08/2026

• New Feature – Generate Tasks in Planner: It is now possible to generate tasks in Planner through Collaboration Butler. The Apex method is available in our documentation: createPlannerTask Apex Documentation

Contract Lifecycle Management (CONTRACT Butler)

• New Feature – Bulk Generation: Contract Butler can now generate contracts in bulk via Apex. With a few steps, you can generate thousands of contracts without any human intervention.

Document Extractor

• New Feature – Support for Excel Files: Document Extractor can now read data from Excel files and generate records in Salesforce accurately and efficiently.

What is coming?

Document Editor

• New Feature: After Dreamforce, we will support editing Excel and PowerPoint files.

AI Features

• SIGN Butler V2 and Contract Butler will receive updates to integrate AI capabilities into the user experience.