Release notes - New experience

September 10, 2026 (Build: 20260909.7)

This release adds two organization settings for customers whose data processing agreement limits what may be stored about their users.

New features and improvements

• Added the "Only store claims in token" organization setting.

  • Claims from the identity provider are no longer stored in Create. They travel with the user's session and are read at the moment a document is generated.
  • Claims components, roles auto assignment, and the claim columns of the User Identities data source are not available in organizations with this setting.

• Added the "Anonymous users" organization setting.

  • Users are stored and shown as Anonymous (email) instead of the display name from the identity provider.

• A display name is no longer required from the identity provider.

  • Users signing in without a display name are shown as anonymous.

Both settings are chosen when the organization is created and cannot be changed later.

September 2, 2026 (Build: 20260902.1)

This release completes the transition to Word style names, adds an interactive API reference, and brings the platform onto a common observability and framework baseline.

New features and improvements

• Completed the transition to Word style names.

  • This means a template authored with English style names now aligns correctly with documents created in a localized version of Word.

• Added organization type selection when creating an organization.

  • The organization type is now chosen from a dropdown: Default (Create), Operator (Create), or Create Classic.
  • New organizations use the new Create experience by default. Select Create Classic explicitly if the organization should use the Classic experience.
  • An organization on the new Create experience no longer has to be an operator, so a customer organization that is not meant to manage other organizations can now be created directly.

• Added OpenTelemetry support.

  • Create and the document engines now export traces, metrics, and logs through OpenTelemetry, alongside the existing Application Insights support.
  • This makes it possible to run Create with standard observability tooling outside Azure.

• Updated the platform to .NET 10 across all engines.

  • The Word, PowerPoint, Excel, HTML, and transformation engines are now aligned on the same long-term supported framework as Create.

API improvements

• Added an interactive API reference.
  • A browsable API reference is available at /openapi, where you can explore all documented endpoints, inspect request and response schemas, and try requests directly against your environment.

Bug fixes

• Fixed multi-line text not being rendered correctly in HTML output — line breaks in a text field now produce paragraphs or line breaks depending on context.
• Fixed alternative text on images not being encoded in HTML output, which could break the surrounding markup when the text contained characters such as > or ".

August 20, 2026 (Build: 20260820.11)

This release introduces image support in dynamic templates, a new interactive API reference, and continued accessibility improvements.

New features and improvements

• Added the Image node to the information tree.

  • A new Image node lets a document include an image provided when filling out the form or through an integration.
  • Images can be sized by fixed width or fixed height, with the other dimension adjusting automatically to keep the aspect ratio, or kept at their original size.
  • Alternative text is supported for accessibility.

• Added image insertion in the editor.

  • Images can now be inserted directly into dynamic templates from the editor toolbar, browsing the images available in your content sources.
  • Inserted images can be resized by dragging the edges or by entering exact dimensions.

• Introduced the Images content source.

  • Images are managed in a dedicated content source type, including alternative texts that are applied automatically when generating documents.

• Added last item separator for Select and Repeat fields.

  • In addition to the existing separator, a separate separator can now be configured between the last two items — for example Alice, Bob and Charlie.
  • The separators can be defined as a default configuration on the node or directly on the inserted field.

• Improved accessibility (WCAG).

  • Icon buttons and custom clickable controls now expose accessible names, roles, and states to assistive technologies across the applications.
  • Settings controls are now associated with their visible labels, and the rich text editor announces itself as a labeled text box.

• Improved organization management for operators.

  • The subdomain field now shows the full resulting URL when creating or updating an organization.
  • Organizations created by an operator automatically include the operator suffix in their subdomain.
  • Renamed "Invite user" to "Add user" for clarity.

API improvements

• Added endpoints for organizations and units.

  • New endpoints return organizations, the units in an organization, and the sub-organizations of an operator:
    • GET /api/v1/organizations
    • GET /api/v1/organizations/{organizationId}/units
    • GET /api/v1/operator/{operatorId}/organizations

• Made the offline_access scope optional for OIDC.

  • When configuring an OIDC identity provider, the offline_access scope can now be disabled. It remains enabled by default for backwards compatibility.

Bug fixes

• Fixed table column resizing misbehaving in the dynamic template editor after switching between editors.
• Fixed the back arrow on the generation page clearing the generation context, affecting prepared generation flows.

July 30, 2026 (Build: 20260730.7)

This release focused on design consistency and storage stability.

New features and improvements

• Completed the transition to the updated design system.
  • Legacy styling has been replaced with the updated design system across the applications, improving visual consistency and WCAG compliance.

Bug fixes

• Fixed an issue that could cause duplicate file id errors in units using GridFS file storage.

July 23, 2026 (Build: 20260723.3)

This release includes the dataset authoring experience in the dynamic template editor, new field configuration options, and a platform upgrade.

New features and improvements

• Introduced dataset authoring in the dynamic template editor (initial release).

  • A dynamic template can now hold a dataset: sample data (JSON) is run through a transformation into a result that can be previewed directly in the editor.
  • Nodes can be dragged from the dataset result into the information tree, and information tree nodes can be converted between types.

• Added separator options to Select fields.

  • Select fields with multiple selection enabled can now be configured with a separator between the inserted items.
  • The separator can be defined as a default configuration on the node or directly on the inserted field.

• Added current date as a default value for Date nodes.

  • Date nodes can now use the current date as their default value, so the field is pre-filled when the form opens or the document is generated.

• Updated the platform to .NET 10.

  • The underlying platform has been upgraded, keeping Create current with the latest long-term supported framework.

• Themes now update their last modified time when the underlying template file changes.

• Adjusted neutral color tokens for WCAG compliance in light mode.

API improvements

• Increased the document generation timeout to 5 minutes for large documents.
• A legacy endpoint now correctly returns 403 Forbidden instead of 500 when access is denied.

Bug fixes

• Fixed hidden theme content sources being shown in the theme selector in the end-user application.
• Fixed the publish changes overview failing to load in some cases.
• Fixed field labels not including their parent group names.
• Fixed element fields not rendering their references when no data was provided, particularly when using multiple data providers.
• Fixed changing the identity provider type on an existing organization.
• Fixed the upload status not being shown when drag-and-dropping files into the upload dialog.
• Fixed text color changes in one table cell unintentionally removing colors from sibling cells.
• Fixed backup restore failing for units using GridFS file storage.

June 9, 2026 (Build: 20260609.4)

New features and improvements

• Introduced Datasets (initial release).
• Added text color support in the rich text editor, applied through to Word output.
• Added separator support for Select fields in HTML output.
• Continued the transition to style names for improved Word compatibility.
• Broadened formatting-element support in Word output.
• Updated layout adjustment rules in HTML output.
• Improved breadcrumb display for long content paths.

API improvements

• Added support for filtering by tags via a query parameter.

Bug fixes

• Fixed pre-filling of Select fields (used for visibility) from data providers.
• Fixed populating table, repeat, select and element nodes from multiple data providers.
• Fixed user-identity Select fields when an identifier field name is used.
• Improved error handling when parsing values.
• Fixed a sizing issue with two consecutive tables in Word output.
• Fixed an unintended paragraph being inserted before a table in HTML output.

May 12, 2026 (Build: 20260511.7)

This release includes enhancements focused on the new Create experience, integration capabilities, document styling, and overall stability.

New features and improvements

• Updated Create front-end.

  • The /create application now includes a dedicated layout focused on the functionality relevant for new experience.
  • A new Contents page has been added, replacing the previous documents overview.
  • A new Recents page has been added, allowing users to quickly return to recently viewed recipes.
  • Users with two or more recent items are now automatically taken to the Recents page when opening the application.
  • A dedicated Search page has been added, allowing users to search across the entire unit with support for search queries and tag filtering.

• Added Favorites in Create.

  • Users can now mark content as favorites in Create.
  • This makes it easier to quickly access important or frequently used items.

• Removed time picker from date node default value.

  • The time picker has been removed from the date node default value configuration.
  • This aligns the default value behavior with the active date flow.

• Improved default styling for lists.

  • Numbered lists now use the correct default numbering styles, and bulleted lists use the correct default bullet styles.
  • This improves consistency and predictability in generated documents.

• Started transition from style IDs to style names.

  • The engine now begins using style names as the foundation for style handling.
  • This improves compatibility with templates authored in different language versions of Word.

API improvements

• Improved AppFlow document delivery with metadata

  • The AppFlow integration now supports sending form metadata back with the generated document.

• Added webhook support for prepare flows.

  • Webhook handling has been added for the legacy prepare flow.
  • MIME type support has also been added to both regular and legacy prepare flows.
  • This improves compatibility in scenarios where generated documents should be returned through webhook instead of being downloaded directly.

• Expanded webhook success message metadata.

  • Webhook success messages now include a metadata object.
  • The metadata contains generation data and the recipe ID of the generated recipe.
  • This provides downstream integrations with more useful context.

Bug fixes

• Fixed cloning issue affecting information tree bindings.

  • Resolved an issue where cloning a recipe could detach information tree nodes from their corresponding bindings.

• Fixed query parameters disappearing during navigation.

  • Resolved an issue in the user front-end pages where query parameters could be lost during navigation in some cases.

• Fixed table overflow for fixed-width columns.

  • Resolved an issue where tables with large fixed column sizes could overflow the page width in LibreOffice and PDF output.

• Fixed list numbering restart behavior.

  • Resolved an issue where numbered lists were not always restarted correctly, resulting in incorrect ordering in some generated documents.

• Fixed nested table conversion issues.

  • Resolved issues causing nested tables to produce invalid documents or incorrect sizing behavior.
  • This improves both document correctness and visual consistency.

• Fixed table size unit handling in conversion.

  • Table conversion now correctly interprets size units such as px, pt, cm, in, and mm.
  • This improves consistency between the editor preview and the generated Word document.

• Fixed disappearing whitespace in rich text conversion.

  • Resolved an issue where whitespace between adjacent links could be lost during HTML-to-DOCX conversion.

March 26, 2026 (Build: 20260325.6)

This release includes enhancements focused on editor usability, performance, and the administrative experience.

New features and improvements

• Added hyperlink support in the editor.

  • Users can now add hyperlinks directly to selected text in the editor.
  • This makes it easier to create richer documents without leaving the editing flow.

• Improved web application load time.

  • This release includes the first round of performance optimizations in the web application, resulting in a noticeable improvement in load time.
  • Additional optimizations are planned for the upcoming sprint.

• Improved information tree behavior.

  • Fields are now automatically removed from the editor when the corresponding information tree node is deleted.
  • Double-clicking a regular field now reveals its position in the information tree.
  • This makes it easier for administrators to manage fields and understand how they relate to the structure.

• Added support for default node configuration.

  • Formatting can now be defined either on fields placed under a table or repeater node, or directly on the inserted field itself.
  • This provides greater flexibility in how formatting is configured and maintained.

API improvements

• Improved core API error handling.
  • Error responses are now clearer and more actionable, making integrations easier to troubleshoot.

March 4, 2026 (Build: 20260304.2)

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.