2026 release notes
This release notes documentation contains package updates and the list of new features and fixed issues for all Doc Fulfilment releases in 2026.
DF 4.0.0.1
Release Date: 01 September 2026
New features
This section provides the list of new features and enhancements that have been added in this release.
| Affected Module | Description |
|---|---|
| Audit log | The Audit Logs API now returns additional audit details, including HTTP method, request and response status, error messages, user agent, tenant ID, and other technical metadata. |
| Audit log | Comprehensive rule execution and document processing logs for successful, failed, skipped, and partially processed records are now captured for audit logs. |
| Audit log | Execution logs now capture Job ID, Processing ID, Template Name, Template Version, Rule Name or ID, Rule Evaluation Result, Payload ID or reference, Processing Status, Failure Reason, Processing Timestamp, Triggered By, Document ID, Execution Duration, and Retry Count. |
| Audit log | Enhanced the Audit Log with a generic event-driven framework for consistent business-level auditing across application modules. Audit event logs are now standardized and capture Event Type, Module, Entity Type, Entity Name, Entity Version, Action Performed, Performed By, User Role, Event Timestamp, Status, and Activity Description. |
| Audit log | Before-and-after values are now tracked for update operations. |
| Audit log | Context-specific audit details for templates, workflows, rules, documents, jobs, PII/PHI, and password protection settings have been added to the logs. |
| Audit log | Added security and compliance auditing for PII, PHI, password protection, masking rules, and encryption configuration changes. |
| Batch jobs | A standalone Batch Jobs module has been added to manage existing batch jobs. You can now add, view, search, update, and delete batch jobs. |
| Batch jobs | Added the Executions child item under Batch Jobs and implemented the app-batch-executions component using PDS components. |
| Batch jobs | Added Batch Control functionality for creating, viewing, searching, updating, and deleting batch job configurations. |
| Batch jobs | Added PDS table, pagination, sorting, configuration dialogs, and batch job trigger functionality. |
| Batch jobs | A standalone Batch Monitoring screen with statistics, charts, and recent execution information is now available. The dashboard displays statistical overview in the first row and charts and recent executions in the second row. |
| Delivery configuration | Configurable document delivery destinations for S3, Email, SharePoint, and SFTP have been added, along with named destination management, retry handling with backoff, and delivery logging. SharePoint OAuth2 support via Microsoft Graph and audit logging for destination and document delivery events have also been added. |
| Email configuration | Email notification configuration has been added per document type, including recipient, subject, body, variable mapping, and persistent notification settings. Automated email delivery after document generation has also been added through the external email framework API, with variable substitution, delivery logging, error handling, and retry support. |
| Notification | The invoice XML, supplemental, collection letter XML, invoice PDF, and collection letter PDF error notification subjects and body messaging now identify RDF processing errors and the affected error folders. |
| Product pack | The Templates tab now have pagination. |
| Product pack | Product Packs can now be exported and imported between environments. |
| Product pack | Product Packs are now configurable to bundle related document templates and fulfillment rules into a single, reusable configuration. Product Packs support CRUD operations, portable JSON imports, and intelligent deduplication to simplify deployment across environments and tenants. |
| Product pack | All associated templates are now displayed by default. |
| Product pack | A selected templates count badge has been added to the tab. If there are no selected templates, a message prompting you to select a template is displayed. |
| Product pack | Pagination has been added to the Product Pack. |
| Template | Invoice templates now display ACH Pull or ACH Push banking information based on the autoPayIndicator value in the Invoice XML. |
| Template | The Generic Audit Framework has been integrated across Document Template, Document, Lookup, Lookup Extension, Storage Configuration, and CXML Mapping features. This enables consistent business audit logging for all state-changing operations. |
| Template | Comma separation is now supported for currency values displayed in the template preview. |
| Template | An error message now appears when users attempt to upload a DOCX template larger than 25 MB. |
| Template | The Template Generation rule type has been renamed to Document Generation Eligibility. Change covers updated UI labels, resource bundles, constants, and feature references while retaining the existing API contract and constant name for backward compatibility. |
| Template | Template design are now automatically saved when submitting a template for review. |
| Template | The workflow notification message now displays CREATED by <user>. |
| Template | Updated workflow status persistence so that the status remains visible after refreshing the screen. |
| Template | A generic Repeat Container component has been added to the Flow FO Designer for repeating groups of elements based on XML or JSON collections. |
| Template | Nested Repeat Containers, configurable repeat sources, relative child bindings, and existing designer elements as children are now supported in templates. |
| Template | The Start On New Page and Keep Together pagination behavior are now supported. |
| Template | Integrated Repeat Container rendering into the existing HTML/XSLT rendering flow without modifying existing table and table-row repeat functionality. |
| Template | Updated resource bundles, constants, feature components, dialogs, validation messages, and navigation labels for consistent terminology and messaging. |
| Template | A Resubmit action for rejected rules has been added so that business users can modify the rule based on reviewer feedback and restart the approval process. |
Fixed issues
This section provides the list of issues that have been fixed in this release.
| Affected Module | Description |
|---|---|
| Display issues | Fixed the text block newline behavior so that a new line is displayed within the same text block as a new line instead of creating a new column on the same line. |
| Display issues | Fixed the heading display so that the complete heading is visible in the preview screen. |
| Product pack | Fixed an issue where an added template to a Product Pack cannot be deleted. |
| Product pack | Fixed an issue where the Product Pack description cannot be modified in edit mode. |
| Product pack | Added a red asterisk to indicate that the Pack Name field is mandatory. |
| Product pack | The Save button will now remain disabled when the Pack Name field is empty. |
| Product pack | Added maximum character limits for the Pack Name and Description fields. |
| Product pack | Fixed an issue where a duplicate notification is displayed when creating a product pack. |
| Product pack | The Created and Modified labels are now displayed in bold. |
| Product pack | Fixed an issue where a single template is only displayed for product packs with multiple templates. |
| Product pack | Fixed an issue where template details are also displayed in the Rules tab. |
| Product pack | The search functionality is now working properly in the Product Pack Rules tab. |
| Product pack | Linked rules in a product pack can now be deleted. |
| Product pack | Rules with an existing priority value are now prevented to be added to a product pack. |
| Product pack | An empty-state message is now displayed when a template does not contain any rules. |
| Product pack | The popup window now automatically closes after the Product Pack modifications are successfully saved. |
| Product pack | Fixed an issue where rules created from the Product Pack screen were not displayed in the Rules tab. |
| Product pack | The Document Type filter is now working properly. |
| Product pack | The CXML option is now included in the Document Type filter option. |
| Product pack Template |
The Product Pack filter is now working properly on the Document Template screen. |
| Product pack | Corrected the error message displayed when an invalid file is uploaded. |
| Product pack | Corrected the error message displayed when importing a duplicate Product Pack. |
| Product pack | Fixed an issue where not all templates of an imported Product Pack are not displayed. |
| Product pack | Fixed an issue where a template cannot be added when importing a Product Pack. |
| Product pack | Empty templates are now prevented to be imported or exported. |
| Product pack | Fixed an issue where the Status and Action columns become empty when a search filter is applied in list view. |
| Product pack | Fixed an issue where an error message is encountered when exporting a disabled template. |
| Product pack | Fixed an issue where product packs with spaces before or after its name cannot be created. |
| Product pack | Template ID is now displayed for rules created in the Product Pack module. |
| Product pack | Removed the informational text displayed below the Product Pack field. |
| Product pack | A notification message is now displayed after a Product Pack is created successfully. |
| Product pack | Fixed the import flow so that newly added templates appear under the New tab immediately. |
| Template | Fixed the preview error that occurred when a table contained only a single row. |
| Template | Fixed the document preview so that the template design is reflected correctly. |
| Template | Fixed an issue where a specific table column header cannot be displayed in bold. |
| Template | Fixed table column width behavior so that widths remain consistent when column values are updated. |
| Template | Fixed table layout so that tables no longer overlap the footer or move unexpectedly to the next page. |
| Template | Elements are now only appended when it is configured as an array. |
| Template | The background and text color of a table header can now be changed. |
| Template | The border color of a selected table cell can now be changed. |
| Template | The width and height of a selected table cell can now be changed. |
| Template | The table row height configuration is now working properly. |
| Template | Fixed inner-table sizing when the outer table dimensions are adjusted. |
| Template | Fixed spacing between nested inner and outer tables. |
| Template | New lines within table columns can now be added. |
| Template | Fixed timeout issues when processing large JSON/XML files with PII/PHI data. |
DF 4.0.0
Release Date: 31 July 2026
New features
This section provides the list of new features and enhancements that have been added in this release.
| Feature | Description |
|---|---|
| GUI builder | Introduced a drag-and-drop interface that allows you to create and customize document templates without manual coding. Supports reusable components, dynamic field mapping, layout customization, and PDF document generation. |
| Document protection | Added document security capabilities with configurable password protection and encryption for generated documents. |
| PII/PHI protection | Added support for identifying and masking Personally Identifiable Information (PII) and Protected Health Information (PHI) in generated documents. |
| Rule engine | Introduced a configurable rule engine to evaluate XML and JSON payloads and automatically select the appropriate document template. Supports conditional logic, rule prioritization, field transformations, and automated document generation. |
| Template drafts | Added a template lifecycle workflow that allows you to create, review, approve, publish, and manage document templates with version control and approval-based publishing. |
| Product packs | Introduced product packs to organize reusable templates and rules for simplified deployment and management of documents across different business use cases. |