Release Notes
Here, you can find a list of some of the features and fixes released for Docugate.
2024
February
- Docugate now supports timed bulk operations for document creations. Take a look at the API specification and docs for more information.
- Docugate now supports asynchronously distributing compiled documents via Webhooks using custom rules for whitelists and blacklists. Take a look at the API specification and docs for more information.
- A set of default user groups with predefined permissions is now bootstrapped for tenants, allowing for an easier start with Docugate.
- Custom resources like images and other files can now be added directly to build pipelines, reducing the need for assigning them to multiple templates and avoiding imposed limits on workflow sizes.
- Build pipelines and their resources can now be managed in the Docugate Web-App. Access the section by clicking the cogwheel next to your user name in the top right corner and selecting "Pipelines".
- Due to multiple improvements in the document creation process, document compilations now finish around 800ms faster on average. For LaTeX templates the time has been reduced by multiple seconds.
- Added support for compiling documents in the FLA (Finnova Loan Advisory) format. Take a look at the API specification and docs for more information.
- Added support for the render Liquid tag in the LaTeX build task, allowing for the inclusion of additional Liquid files.
- The Docugate Web-App now uses the Docugate API for searching through masterdata records, improving the search experience when working with large data sets by always searching through the entire data set.
- Fixed a bug where all notifications were sent twice.
- Fixed a bug where certain users couldn't be removed from a tenant.
- Fixed a bug where illegal characters were allowed in the internal name of template fields. This made creating placeholders for these fields cumbersome.
- Reduced the amount of 401 Unauthorized errors in the Docugate Web-App.
- Several minor bug fixes and stability improvements in the Docugate Web-App.
2023
December
- LaTeX templates are now out of beta and fully supported. Try it out now!
- Improved the handling of deleted templates in combination with workflows
- Workflows referencing a template that was deleted aren't automatically deleted anymore.
- Workflows referencing a template that was deleted can't be updated or started.
- Added a new API endpoint to remove a user from a tenant (docs here).
- The masterdata records list endpoint now supports searching for records by their dynamic title and subtitle.
- Introduced a process that lowers the probability of prolonged downtimes during maintenance windows.
- Secrets and environment variables for custom functions can now be configured via the Docugate Web-App.
- A bug was fixed where certain users appeared multiple times in the list of users of a tenant.
- A bug was fixed where valid authentication tokens were sometimes rejected by the API.
- A bug was fixed where duplicate options for a selection field led to an error in the Docugate Web-App.
- A bug was fixed where negative numbers weren't accepted by the number-input field in the Docugate Web-App.
- A bug was fixed where validation errors and other error messages weren't shown properly in the Docugate Web-App.
November
- Increased the stability of Docugate's internal network infrastructure.
October
- Deprecated the v2alpha1 endpoints for functions (see announcment in May 2023).
- Heavy loads of payload data are now processed much faster.
- Deployed a fix that remedies the crash of large PDF document generations.
- A bug was fixed where the compilation of Word documents failed when a
null
image was passed.
September
- You can now save your input values you entered on a template in the Docugate Web-App and reuse them for future document generations.
- The Docugate Web-App now uses the v2 Notification service with SignalR to receive notifications, improving the user's experience when websockets are blocked.
- You now get redirected to the profile page in the Docugate Web-App when not all required information is provided.
- You can now use the Docugate Dynamics 365 Business Central Add-in to open the Docugate Web-App and create documents from within Dynamics Business Central.
- A bug was fixed where the content type of a template's resource was checked case-sensitively and therefore rejected if the casing did not match.
- A bug was fixed where resources sent during a template's creation were overwritten by the default resources.
- A bug was fixed where query functions referenced in the
forms.json
weren't always validated correctly. - A bug was fixed where bootstrapped mapping functions (like the "Content forwarder mapping") were not usable during document compilation.
- A bug was fixed where records imported through the masterdata batch import endpoint weren't available in compiled documents.
- A bug was fixed where cloning certain templates led to an error.
- A bug was fixed where using the /workflows/start/ endpoint with an empty
labels
parameter led to starting unnecessary workflows. - Several minor bug fixes and stability improvements in the Docugate Web-App.
August
- Introduced the v2 Notification service which sends notifications using SignalR. Try it out now!
- Updated the most popular mapping functions so they expose user-friendly and understandable error log messages to the workflow service.
- Increased the stability of the document creation process in case of a partial system outage.
- A custom date culture and format can now be configured for date picker properties. The customized date format will be applied to the data supplied in the workflow content.
- Made the masterdata batch import endpoint more robust against big data sets.
- Released a new endpoint to directly retrieve metadata about the user index without having to query and filter all indices.
- Deprecated the import service and the associated aggregate functions. Use the masterdata endpoints instead.
- The get user info endpoint now returns an unfiltered list of all users in the tenant instead of an empty response when no search term is specified.
- Template groups can now be managed in the Docugate Web-App. Access the section by clicking the cogwheel next to your user name in the top right corner and selecting "Template groups".
- Masterdata can now be managed in the Docugate Web-App. Access the section by clicking the cogwheel next to your user name in the top right corner and selecting "Masterdata".
- A bug was fixed where bootstrapped mapping functions (like the "Content forwarder mapping") were not usable.
- A bug was fixed where certain formattings get lost in PowerPoint presentations when using Docugate to generate them. *Note: There are still unsupported edge cases where formattings are merged / lost. Please refer to the documentation for more information.
- A bug was fixed where certain combinations of set-based and existence-based selectors didn't work as expected.
- A bug was fixed where custom build pipelines couldn't be assigned to technical users.
- A bug was fixed where the UI was not updated after certain actions in the Docugate Web-App.
- Several minor bug fixes and stability improvements in the Docugate Web-App.
July
- It's now possible to log out of Docugate's Web-App.
- The Docugate Web-App now supports using the refresh token to obtain a new access token and therefore redirects less often to the login page.
- A bug was fixed where users with different email addresses but the same user name were unable to access the same tenant.
- A bug was fixed where multiple users starting with different letters were unable to be added to a permission group in the Docugate Web-App.
- A bug was fixed where not all options available for a searchfield were displayed in the Docugate Web-App.
- A bug was fixed where duplicate labels weren't prevented from being created in the Docugate Web-App.
May
- We replaced our Identity Platform with Zitadel
- The v1 applications are now considered legacy and the endpoints will be deprecated in a future release. Replace all your v1 applications with v2 applications.
- Docugate now supports generating LaTeX documents (*.tex). Caution: This feature is still in beta.
- The workflow service was updated to return bad request status codes should a mapping or query function fail when attempting to create a workflow.
- The function endpoints are now generally available in the version v2. The v2alpha1 endpoints will be deprecated in a future release.
- There is a new endpoint allowing to query the execution units and their state of a function.
- We now enforce the name
template.{extension}
for the template resource. - Template groups can be managed through the API. This allows grouping templates for visual display and search.
- Removed the custom translations for templates in the Docugate Web-App. Only the invariant title and description can be configured.
- Several translations in the Docugate Web-App were added or corrected.
- The mapping function "Content forwarder mapping" which forwards the workflow's content is now available for all tenants.
- The workflow start response now contains the property
JobId
. Each start operation re-assigns this value. The job ID is also sent in all notifications relating to that job, allowing to relate each notification to its start operation. - Increased the stability of document creation by adjusting resource limits.
- A bug was fixed where updated person master data wasn't present on generated documents.
- A bug was fixed where whitespaces in values for the "Select" property were prohibited.
- A bug was fixed where the list of users in the Docugate Web-App was capped at 99.
- A bug was fixed where users weren't added to the tenant's default groups anymore.
- A bug was fixed where the result count in all masterdata list endpoints was missing.
- A bug was fixed where creating masterdata indices with invalid names was possible.
March
- The authorization check middleware was refactored and led to performance improvements in all requests.
- The workflow service was refactored to ensure stability and maintainability.
- The workflow service now allows querying error logs for failed workflows (see docs).
- A set of security-related headers were added to Docugate, most notably HSTS headers are now sent.
- The SharePoint add-in for document generations was redesigned.
- There are new data adapters to import user information from Azure Active Directory (AAD). Contact us to start using it.
- A bug was fixed where document generations ran endlessly when web sockets were blocked.
- A bug was fixed where a template resource's modification did not update the template's modified date.
- A bug was fixed where the IDs of imported master data records could cause collisions among different indices.
- A bug was fixed where creating user records via the
v2/masterdata/users
endpoint consistently failed indicating a missing email field. - A bug was fixed where not choosing any value for a complex field led to having the first 10 records as document properties in a document.
- A bug was fixed in the generic query function where searching for special characters such as
/
led to errors and no search results. - A bug was fixed where automatically created query functions for a master data index were unavailable after a few requests.
- A bug was fixed where document generations could take up to a minute to complete when colliding with the auto-scaling functionality of the Docugate cluster.
February
- A bug was fixed where editing a template field via the Docugate Web-App changed the order of fields.
- A bug was fixed where white space characters could not be used in
selection
fields in Docugate's template administration UI. - A bug was fixed where the automatically created query functions for master data indices failed after a few subsequent requests.
2022
December
- The Docugate Web-App was refactored and has a new look.
- The Docugate Web-App now supports viewing, creating and removing functions.
- The template service backend now provides functionality to search templates based on their title and description.
- A bug was fixed where tenant names that were not all lowercase could lead to problems.
- A bug was fixed where updating a master data index multiple times could lead to inconsistent scenarios.
- A bug was fixed where a user could not be removed from a permission group.
November
- Person master data can now be created before a user's first login to a tenant.
- There is a new endpoint allowing to import batches of master data.
- The workflow service now supports customizing build pipelines for certain template types.
- The workflow service now supports configuring a custom build pipeline with additional settings.
- The function service provides a new function type to create custom build tasks.
- The build agent now supports running custom build tasks.
- After creating a new master data index, a query function is automatically created and available to add on a template's fields.
- A bug was fixed where Excel templates using a macro-enabled workbook (
template.xlsm
) could not be updated. - A bug was fixed where a master data index's form definition could not be udpated.
- A bug was fixed where fields could not be renamed in the Template Designer for Word.
- A bug was fixed where the Template Designer for Word allowed inserting placeholders for fields that were already removed on the template.
October
- You can now invite new users to your Docugate tenant via email using a new function added to the settings section on the UI's top right.
- Filling PDF Acro forms now support filling in combo boxes via an option's index, name or value.
- Filling PDF Acro forms now support filling in radio buttons via an option's index or value.
- Filling PDF Acro forms now support filling in check boxes via an option's index or value.
- A bug was fixed where filling an PDF Acro form's radio buttons with invalid values could lead to the whole workflow failing.
- A bug was fixed where filling a PDF Acro form's content with arrays of value types lead to the workflow failing.
September
- A new feature to add watermarks to documents based on PDF templates can be used docs here.
- The Template Designer for Word and Docugate's admin UI both work with sample values shared across users.
- When administrating Word templates in Docugate's admin UI, there is a link to install the Docugate Template Designer.
- A bug was fixed, where creating a workflow without the field
content
in the mandatory resource namedworkflow.json
lead to an internal error. - A bug was fixed, where adding resources to a workflow whose
Content-Type
header contained optional parameters lead to an internal error.
August
- There is a new set of endpoints that allow customizing the build steps that are executed to compile a certain template type (docs here).
- There is a new set of endpoints that allow inviting a new user via their email address and automatically assigning the user to desired groups (docs here).
- The function service blocks the creation of query functions that reference an inexistent master data index.
- Docugate now supports filling fields in Excel sheets' header and footer cells.
- After editing a user's permissions, the user no longer needs to close and reload Docugate's Web-App to unlock the affected UI controls.
- A bug was fixed where search box fields were unexpectedly not fillable in Docugate's Web-App.
- A bug was fixed where the permission administration view did not resolve user correctly if their user name and email did not match.
- A bug was fixed where removing a user from one group caused too many permissions to be deassigned, ignoring other groups the user is still assigned to.
July
- A bug was fixed where the notification about compiled workflow results was sporadically sent before they could be downloaded.
- There is a new set of endpoints that allow for the storage of persistent master data in Docugate (docs here).
- Person master data is automatically stored for each user in Docugate and can be used as creator data on all generated documents without any additional complex fields.
June
- Docugate's Web-App now locks controls that were previously clickable, but unusable due to insufficient permissions.
- The billing service exposes a new endpoint to query billing-related information about workflow usage (docs here).
May
- Fixed a bug in Docugate's Web-App where calling a template directly via link in a browser that was not previously logged in to the Docugate tenant could lead to infinite waiting time upon document creation.
- Fixed a bug where a workflow's resources were not cleaned up properly when manually deleting a workflow via an API call.
- Introduced a limitation to start 50 workflows parallely at max to prevent system overload.
April
- Docugate's Web-App now falls back to a polling mechanism when generating documents in environments with disabled web sockets.
- The Docugate compiler's Markdown text component support now supports the most common markers for emphasis (docs here).
March
- There is a new notification type to inform you that a workflow's results are ready to be downloaded.
February
- Docugate's Web-App supports managing template files.
- Docugate's Web-App supports switching the output type between docx and pdf in the Word template environment.
- Fixed a bug where setting a large template name broke the mobile view of the Docugate Web-App.
- Fixed a bug where creating a template based on a *.xlsm file was blocked in the Docugate Web-App.
- Fixed a bug where delete icons of template labels were not sticking to the labels.
January
- Added support for filling checkbox fields in PDF forms.
- Added support for Unicode characters in placeholders on Excel and PowerPoint templates.
- Improved validation of OpenXML templates upon creation and update operations for the respective template environments (Word, PowerPoint, Excel).
2021
December
- Increased the workflow service's stability.
- Improved tracing abilities for a workflow's creation and start.
- Increased the stability of a workflow's compilation.
- Improved tracing abilities for notification service.
- Fixed a bug where sending large amount of requests to the template service could cause a false
403 Forbidden
HTTP response. - Fixed a bug where not passing any mappings during a template's creation could lead to an API error.
November
- Docugate now supports generating Excel workbooks (*.xlsx, *.xlsm) including filling text into cells and inserting custom document properties.
- Docugate now supports generating PowerPoint presentations (*.pptx) including filling text into shapes and inserting custom document properties.
- Docugate now supports generating PDF documents (*.PDF) including filling text into acro forms as well as XFA forms.
- Docugate's Web-App supports creating and generating templates of all newly available types mentioned above.
- There is a new adapter to import documents of a SharePoint library as Docugate templates.
- There is a new endpoint to query information about how many workflows there are in a tenant as well as at which time operations (create, update, delete) happened on these workflows.
- Mapping functions can now access metadata information about the template they were invoked for, for example the template's labels.
- Fixed a UI bug where a document's generation could be stuck in a state of "download in progress".
- Fixed bug where permissions were not fully dropped from a user when removing the user from a permission group.
October
- The Docugate compiler now supports the compilation of Excel templates including filling values (refer to the docs section for more details).
- The Docugate compiler supports configuring borders for tables (new settings here).
- Docugate now exposes an API for creating, updating and deleting master data indices.
- The import service now depends on the indices created via the master data API.
- Fixed bug where some subscribers of a tenant could not be found in group administration.
- Fixed bug where overloading a users permission with multiple groups did not work.
September
- Improved monitoring of database resource workload.
- The function to generate barcodes now supports setting an error correction level for type
PDF417
. - The Docugate compiler now supports populating multiple tables into the same bookmark consecutively (new settings here).
- Mapping functions can now access both template and workflow resources.
- Fixed bug where newly created functions could no longer be started.
- Fixed bug in the Template Designer add-in that prevented uploading documents with embedded fonts or otherwise exceeding a size of 4 MB.
August
- Increased stability of automatic workflow cleanup.
- Redesigned the Docugate Web-App pages for template administration.
- The template overview shows a larger number of templates.
- Added support for non-subscription Word 2019 in Template Designer (details on installation here).
- Created new function to show properties generated by a workflow's content on the document.
- Fixed bug where automatically bootstrapped templates for newly created tenants contained empty resources in the template service.
- Fixed bug where labels for input fields on automatically bootstrapped templates were missing.
- Fixed bug where a template's resources could be empty after updating them.
- Fixed some minor issues in the Docugate Template Designer.
July
- Fixed an issue where creating more than twenty workflows at once, some were not retrievable.
June
- Redesigned the Docugate Web-App pages for template overview and creation.
- New endpoint to delete resources of a template.
May
- Increased stability of workflow service.
- New SharePoint add-in to generate and store documents via Docugate. Contact us for more information.
April
- The add-in "Template Designer" to administrate your templates is available in the Office Store (details on installation here).
- The maximum size of templates has been increased to 10MB.
March
- We created a mapping function to insert barcodes or QR codes into your documents. Learn more here.
- Fixed a bug where it was possible that templates were missing the custom document property containing their ID after updates.
- Fixed a bug where PNG image resources were displayed at wrong sizes in the generated documents.
February
- Fixed a bug when using personal Microsoft accounts for registration via get.docugate.cloud.
January
- An updated version of our Word add-in to administrate templates is available (contact us for more information).
2020
December
- Everybody can now register a Docugate Cloud tenant using a Microsoft account. Try it at get.docugate.cloud!
- Tenants registered via the new functionality have a default set of templates at their disposal.
September
- The new addin for Microsoft Office Word enables quick and easy template administration (more here).
- The functions are now referencable by Docker image and do not need to be built inside the cluster.
- Workflows and their associated data are only visible to their creator.
August
- The Docugate Web-App is now capable of creating workflows for templates using the new multiresource mappings.
- The identity server now aggregates all available tenants for a given user to provide tenant selection.
July
- Document creation now supports files with a size of up to 7MB.
- Automatic hyphenation for German and English is now supported in Document creation.
June
- The Docugate compiler now allows images to be filled into a placeholder while keeping their aspect ratio.
- Labels and selectors have been adapted for workflows.
- Documents can be compiled even if there is no image to replace a placeholder on the template.
- Fixed a bug where workflows for a deleted template remained persistent.
- Fixed a template migration bug where
v2alpha1
used to migrate templates without their resources.
May
- Workflows and mapping functions allow working with additional resources.
- Labels and selectors were introduced to query templates.
- Fixed a bug with scheduling query functions.
- Fixed a bug where
null
values in a workflow's content led to errors.
April
- By using labels as a filter, multiple workflows can be started at once.
March
- PDF documents can now be generated via the workflow API.
- The Docugate Web-App downloads multiple resources if generated by a workflow.
- All services send a trace ID in the response header of any API call.
- Templates can now be filtered by using tags in the same way workflow labels can.
- A workflow's payload generated by the mappings assigned can now be retrieved via the API.
February
- Productive installation in Azure Switzerland
- Workflows can be looked up via labels. Check out the documentation.
- Workflows now have a retention policy. Check out the documentation.
- Workflows can be updated with new content.
- The Docugate compiler supports replacing images in the document.
- Fixed bug where the import pipelines would not import data into the correct index.