In this sprint, we introduced a major release of Create focused on Independent Software Vendors (ISVs). The release introduces the foundation of our ISV platform, including a dedicated ISV environment and new capabilities for template management, branding, accessibility, and integrations. Customers interested in this experience should contact their Omnidocs representative for more information.

New features and improvements

• Introduced the foundation for a new ISV platform in Create.
  • This release includes a dedicated ISV environment for software vendors that want to integrate document generation into their workflow and case management solutions.
• Added a new browser-based Dynamic Template Editor.
  • Template builders can now create and manage templates directly in the browser.
  • The editor supports HTML and .docx themes, reusable elements, and repeating structures for more flexible template creation.
• Added full Dutch and German localization for the Create user interface.
  • This improves usability for customers and partners in key ISV markets.
• Introduced Operator-based organization management.
  • ISV administrators can now create, manage, and delete customer organizations with greater independence and control.
• Added support for shared templates.
  • ISVs can centrally manage and publish templates across customer organizations, while still allowing end customers to apply their own branding where relevant.
• Added white labelling capabilities.
  • ISVs can tailor the Create experience with their own logos, styling, and communication elements, making it a more seamless extension of their own solution.
• Expanded authentication and API integration capabilities.
  • This includes support for OIDC, OAuth 2.0, API Secrets, and a new token endpoint to support a wider range of integration scenarios.
• Added support for asynchronous document generation with webhooks.
  • Create now supports both synchronous and asynchronous integration patterns, including callback notifications for completed or failed document generation jobs.
• Added a new Template Preparation Flow for server-side orchestration.
  • This enables guided document generation flows through API-based preparation and browser-based finalization.

This sprint includes an important feature release for Omnidocs Create, improving profile management and automatic form prefilling. With this update, profile management parity is now available in Production, giving users a more seamless experience when working with person- and identity-based data.

New features and improvements

• Profile management (“switch profile”) parity is now available in Production.
  • Users can select a person/profile from a Select field and have relevant base form fields automatically prefilled.
  • When switching to another person/profile, the fields are updated automatically to match the new selection.
• Admins can now enable Preselect logged-in user for Identities Selects.
  • This automatically selects the current user when the form opens.
  • The selection also triggers the same prefilling behavior.

In this sprint, we’ve focused on larger features as well as made some minor improvements. We still have a lot to come that are still in the works, that we are eager to share soon.

New features and improvements

• Organizations can now be deleted.
  • As a super admin, you can now mark an organization for deletion, making it immediately unavaiable. After 7 days, it will be permanently removed.
• Adjusted German localization in some areas of Create.
• Updated the Create login page with the addition of a help link.
• Minor updates.

In this sprint, we’ve focused on several larger features that have been in development for some time, all aimed at improving the overall experience of working with Create.

New features and improvements

• Units can now be deleted.
  • You can mark a unit for deletion, making it immediately unavailable. After 7 days, it will be permanently removed.
• New binding types: Reference and Bookmark.
  • Combining these bindings makes it possible to create** dynamic tables of contents (ToCs)** in your recipes.
• Recipe Reference fields are now auto-selected and hidden if it contains one option and is required.
  • This simplifies forms and reduces unnecessary interactions.
• Added support for JSON pathing in form field keys.
  • You can now reference and create nested data structures in your forms using JSON path syntax.
• Updated privacy policy link on the login page.

Bug fixes

• Removed the Delete and Duplicate buttons from the Identities data source, as it’s a protected system data source.
• Fixed an issue where new Document Attachment form components could not be created.

In this sprint, we have once again expanded upon localization and included some minor features, as we are working on bigger things to come.

New features and improvements

• Added German localization.
• Added hyphenation to the preview when creating documents, in order to more accurately reflect the output.
  • Hyphenation is only added to the preview, if it is enabled in the recipe, that the document is based upon.
• Added build number in the administration page.
  • This is displayed at the bottom of the top-left menu. Click the build number to copy it to the clipboard.
• Minor adjustments.

Bug fixes

• Fixed an issue where user identity form components did not get created correctly when doing backup/restore into a different unit.

Note: Build numbers

From these release notes and going forward, build numbers will be tied to them. This way, it is possible to correlate the build number of your application to the release notes, to see if a specific feature is included in your version. Build number is named by this convention: YYYYMMDD.iteration

During this sprint we have been working on expanding upon localization as well as improving the overall experience of working with Create.

New features and improvements

• Added possibility to duplicate:
  • Data Sources
  • Custom Functions
  • Form Components
  • Virtual Recipes
  • Assets
• Added Dutch localization
• The Office JS manifest for Create now includes the subdomain of your organization.
  • This means that users no longer need to provide the subdomain when logging into Create within the Office programs.
• Added tooltips on hover when browsing integration fields with long names.
• Expanded localization to include validation error messages on forms.
• Minor adjustments and general stability updates.

In this sprint we have been working on bigger features that will be releasing in a later sprint, and have a such released minor improvements during the sprint.

New features and improvements

• Updated Danish localization to make the language clearer.
• Minor adjustments to the binding editor.

Bug fixes

• Fixed an issue where it was sometimes not possible to move files in content sources.

This sprint, we focused heavily on the administrator experience when working with the binding editor.

Here are the changes that were released during the past 2 weeks.

New features and improvements

• Reworked Binding editor is now available that completely overhauls the way of working with bindings in general.
  • Added possibility to bind directly to data sources and content sources.
  • Added a guided flow for adding bindings.
  • Possibility to autofill binding key in form fields when binding to an integration field.
• Added integration fields and integration variables.
  • It is now possible to create a list of integration fields that binding keys and form field keys can be prefilled by.
• Added Danish localization in the entire admin interface.

Bug fixes

• Fixed an issue, where assets would not appear in the content source on upload until the view was refreshed.

Today, we released a fresh new design spanning across most areas of Create and the Administration page to make it more modern, intuitive and user-friendly.

Highlights

• Simplified navigation in Create and administration for quicker access to key features.
• Streamlined forms.
• Refreshed layout with improved readability and consistency.
• Easier access to administration across available units for Unit Administrators.

This is the first step in an ongoing effort to make Create faster, easier and more enjoyable to use.

More updates will follow.

Note

We are currently updating our documentation to reflect the new interface. In the meantime, some screenshots or instructions may not match the updated design.

This sprint, we focused on improving the way of working with the binding editor.Here are the changes that were released during the past 2 weeks.

New features and improvements

• New Image binding is now available that streamlines the way of working with images in recipes.
  • All types of image bindings are now merged into one.
  • Old image bindings have been marked as "legacy".
• It is now possible to click on images and charts in the recipe editor.
• Added ability to run transformations automatically when working in the recipe editor.
  • This allows for administrators to bind directly to transformed sample data.
  • An option has been added where the administrator can select between these three behaviours:
    • User is prompted every time when inserting a binding, where the transformed data is not up-to-date.
    • Data is always transformed automatically without a prompt.
    • Data is not transformed automatically.

Bug fixes

• Fixed an issue, where it was not possible to update Private Captures in some cases.