March brings a range of updates across PDF Butler, SIGN Butler, FORM Butler, and COLLABORATION Butler. This release focuses on improving automation, flexibility, and user experience, while also addressing some minor fixes.
Let’s dive into what’s new!
PDF Butler
Current Version: 1.453
Release Date: 29/03/2025
- Feature: Apply Header and Footer from a Template
Users can now apply headers and footers from one DOCX template to another document. By enabling this option in the Doc Config, PDF Butler will automatically select the appropriate header and footer, making it easier to manage complex documents that combine multiple files into one.
- Technical Feature: Improved Data Source Filtering
Admins can now seamlessly change a Data Source type from a list (multiple records) to a single record. PDF Butler will automatically select the first record in cases where a single record is required, offering greater flexibility in data handling.
- Fix: Japanese Translations in SOQL Builder
A minor issue causing Japanese translations to display incorrectly in the SOQL Builder has been fixed.
SIGN Butler V2
Current Version: 1.245
Release Date: 29/03/2025
- Feature: Reorder Files in Manual Signing V2
Users can now reorder uploaded files in Step 1 of Manual Signing V2, even if the files were generated via PDF Butler and forwarded for signing.
- Feature: Email Notifications for Form Field Update Failures
If a Sign Request contains form fields and the data update fails, the registered Sign Butler user will now receive an email notification with detailed error information.
- Feature: Support for Duplicate Form Field Names
SIGN Butler now supports form fields with the same ID name, which can occur when documents are created with online tools.
- Fix: Manual Signing V2 and Receiver Selection
An issue where a Sign Request Template (SRT) with a pre-defined receiver would cause an error when forwarded from PDF Butler to Manual Signing V2 has been resolved.
FORM Butler
Current Version: 1.178
Release Date: 31/03/2025
- Feature: Create Form Requests from the Mobile App
Users can now create and launch Form Requests directly from the mobile app and the FSL App, increasing accessibility and efficiency.
- Feature: Web Form Translations
Basic translations for the Web Form Builder and Viewer have been introduced to enhance multilingual support.
- Technical Feature: Send Parameters to the Backend
When a web form is submitted, users can now include parameters that are sent to the backend for further processing.
- Feature: Transient Fields for Web Forms
It is now possible to add Transient Fields to a Web Form. These fields will not store any data in Salesforce but can be used dynamically within the form.
- Feature: Generate PDFs from Web Forms
After completing and submitting a web form, users can now generate a PDF document based on the submitted data. More details are available in our Academy.
COLLABORATION Butler
Current Version: 1.187
Release Date: 27/03/2025
- Feature: Multi-Tenant Support for SharePoint
Collaboration Butler now supports multiple tenants for SharePoint, allowing users to manage different environments more effectively. For details and limitations, check out our Academy article.
- Feature: Automate File Transfers from Salesforce to SharePoint
Users can now automate the movement of files from Salesforce to SharePoint via Flow Actions. Simply define the rules and let Collaboration Butler handle the rest.
- Fix: Improved Empty Folder Handling in SharePoint Component
A fix was applied to ensure that when a SharePoint folder is empty and file uploads are not allowed, the component no longer displays the upload option.
- Feature: Enhanced File Filtering in SharePoint Component
The file filter functionality in the SharePoint Component has been improved to allow filtering based on API values and metadata fields.
Conclusion
This month’s release delivers significant improvements across all Butler products, including enhanced automation, better integrations, and improved user experience. Whether you’re streamlining document generation, e-signatures, forms, or SharePoint file management, these updates ensure a smoother workflow.
As always, our team is here to support you!
