v2.9(February 16, 2026)
🔧Minor Bug Fixes
v2.8(February 05, 2026)
✨New Features:
Generate Document (Apex Action)
Generate documents from Salesforce records via Apex.
Choose to download the document or automatically attach it to the source record.
Generate Email (Apex Action)
Generate emails using Salesforce data via Apex.
Configure dynamic recipients and customize the subject and body.
Create Folder (Apex Action)
Dynamically create nested folder structures (up to 10 levels).
Supports multiple storage providers for consistent organization.
Copy Attachment (Apex Action)
Copy files between Salesforce records or storage locations.
Automatically creates a new Attachment record at the destination.
Copy to Storage (Apex Action)
Copy files to another storage location without creating a Salesforce attachment record.
Move Attachment (Apex Action)
Move files between Salesforce records or storage locations.
Automatically removes the source file after the move.
Migrate to docuWeaver
Migrate existing Salesforce ContentDocument records to docuWeaver.
Supports multiple storage profiles and preserves version history.
Async Operations Dashboard
Monitor Apex-driven operations in real time.
View job status, progress, and error details.
New Cloud Storage Options
Added support for AWS S3 and Azure Blob Storage.
Manage files across multiple cloud platforms directly from Salesforce.
🔧Bug Fixes:
Fixed an issue while creating SharePoint storage profiles
General stability and minor bug fixes
v2.7(October 09, 2025)
✨New Features:
Added Output File Name option in Document Template.
Added Admin/User-defined Template Selection for each action.
Introduced Attachment Groups in Email Templates with condition criteria (First / All Matching).
Added Communication Channel, Log to Record, and Sender in Send Email action.
New Preview & Edit Email options before sending email.
Added Default & Conditional Templates with Template/Email Groups for multiple storage profiles.
v2.5(July 24, 2025)
✨New Features:
Implemented the Document Generation module
Added e-signature support with integration with DocuSign for seamless document generation flow
Enabled support for multiple folder creation via the createFolder Apex action.
Implemented batch scheduler for automated attachment deletion.
Introduced attach and detach REST methods for files and folders.
Added ShareLink option in row actions for easy external access.
Enhanced storage profile config to show the current object field name as the default storage profile.
🔹Improvements:
Corrected root and base path assignment logic.
Enhanced default storage profile creation in post-install logic.
Prevented inactive profiles from being saved as default.
Updated placeholder for allowed storage profile config.
Included Google Drive and SharePoint URLs in Remote Site Settings.
Added default global and regional Remote Site Settings.
🔧Bug Fixes:
Resolved root folder duplication and parent folder path issues.
Fixed null pointer error for blank root and base path.
Corrected misconfigured Remote Site Setting name.
Enforce allowed extensions validation during file attachment.
Improved API response time across multiple actions.
v2.4(April 10, 2025)
✨New Features:
File Management: Attach and de-attach files seamlessly.
Storage Control: Set max file size at the storage profile level.
File Upload Restrictions: Define allowed file extensions.
Folder Structure: Use Root and Base paths for a consistent storage path.
🔧Bug Fixes:
Minor bug fixes related to duplicate files and storage profiles
v2.3 (November 26, 2024)
✨First Release
Multi-storage support: Store files on Amazon S3, Azure, Google Drive, Salesforce, and SharePoint.
No built-in file size limits, with background uploading for large files.
Versatile integration across record pages, Screen Flows, and community sites.
Bulk uploads and easy file attachment to Salesforce objects.
Version control, customizable folder structure, and advanced search.
Intuitive UI with drag-and-drop, and cross-browser compatibility.