Version 2.0.0. August 2022

Edit documents

Now you can not only create a document from a template, but also edit it. To do this, go to the editing mode on the document page. In this mode, all dynamic content (fields, conditions, blocks, tags, QR, etc.) is converted into text or an image. This will save all the data that was specified before the document was transferred to edit mode. You can change the text of the document, format it, add an image or table, attach files in edit mode. See details: Edit documents.

Editing documents

You can download the edited document in DOCX and PDF depending on the settings.

Download document in edit mode

By default, you can switch to editing mode any document, excepting those generated from downloaded templates. If you want to protect the document from editing, clear the Allow editing after creation flag in the template settings. See more: How to disable editing of a document.

Allow editing after creation

API

Previously, only Basic authorization was available for working with API requests. We have added OAuth 2.0.

Bugs and fixes

  • We have fixed the document formatting when downloading. Now in the downloaded document:

    • the red line does not disappear

    • the indents of the bulleted list correspond to the indents in the template

    • page numbers and page counts are displayed with the style applied to them in the template.

  • Now, if the template is divided into several sections, one of which contains a condition and content after it, and the user’s choice hides the text of the condition, then when downloading the document, the section with the condition will not be hidden, since it contains other content.

  • Now, when adding a user through AD, the interface language settings work correctly.

  • We have fixed the bug when searching for documents. If a document was created as part of a document package, it cannot be found in Document Search separately from the package. You can only find the package that contains this document.

  • Now a template package or a document package can be embedded from a third-party resource only by its UUID (not ID).

  • We have fixed the bug of fields displaying in the downloaded template, which was created in MS Word.

  • We have fixed the bug when passing values for the Choice field in an API request to create and edit a document. If there is no passed value in the response options, an error is returned.

  • Now the metadata search in the GET /templates request is performed only among published templates.