Docs Made Easy Release Notes: June Update 1.23.1
We’ve rolled out major updates to streamline your workflow. Enjoy an upgraded search experience, new relationship features, improved email UI, and support for external uploads—all designed for better control and usability.
Ready to explore? Hop onto the new features and optimize your workflow today!
Enhanced User Interface
In the latest version of Docs Made Easy, you’ll find an improved interface that will simplify your experience.
1. Improved UI Across Setup and Composer Page
We have made some UI updates to the setup and composer pages for a cleaner and more intuitive experience. The goal is to help you navigate more smoothly and find what you need with less effort.
Highlights of the UI Improvements:
Setup page
Composer page
New Search Bar
We have made some UI updates to the setup and composer pages for a cleaner and more intuitive experience. The goal is to help you navigate more smoothly and find what you need with less effort.
Added Pagination
We have made some UI updates to the setup and composer pages for a cleaner and more intuitive experience. The goal is to help you navigate more smoothly and find what you need with less effort.
Contextual Tooltip
Contextual Tooltip: We’ve added tooltips across key features to provide instant, in-app guidance. Now, users can access helpful information exactly when and where they need it, enhancing usability and reducing the learning curve.
2. Boosted Email Functionality
We have enhanced the user interface of the email and made it easier for users to send emails with a guarantee of smoother delivery and fewer errors.
3. Improved Query Builder
Building queries is now faster and simpler with our upgraded, more intuitive Query Builder. Effortlessly create, modify, and visualize your queries – no complexity, no guesswork.
Added “Keep Table” and “Delete Table” buttons
You now have the flexibility to decide whether you want the table or not when no records are found, giving you more control over how your data is displayed.
Improved Merger Field Helper
Finding and adding merge fields is now smoother with a cleaner layout and streamlined navigation, making template building more efficient than ever.
Major Enhancements
We’ve rolled out major enhancements to streamline your experience and help you get more done with less effort.
1. Fetch Relationship Object Data with Ease
Working with related object data in Salesforce templates just got a whole lot easier.
With this update, you can now easily pull data from parent, child, or lookup relationship objects into your document templates directly. No need to write complicated SOQL queries or set up any custom logic yourself.
What will you get in return?
No more complex setup required – You don’t need to worry about how relationships work—just choose your fields, and we’ll do the rest in the background.
Support for Standard and Custom Relationships – You can easily access fields from related objects, like Account.Name, Opportunity.Owner.Email, or custom objects like Invoice__r.Total_Amount__c.
Smarter Template Selection
You can now easily choose to see only the templates linked to your current document solution or view all templates in one place, making it easier to find and manage what you need.
3.Nested Table Syntax
You can now easily add nested tables to your templates, with built-in guidance and ready-to-use examples.
Obsolete Features
With this release, we have removed the “Build Your Own” button.
Using this option would add hassle to the document automation process and is not relevant to document creation
Bug Fixes
We have fixed certain issues that can help you generate documents faster and more efficiently.