Release notes in this article reflects all add-in releases that are considered stable. If you're looking for release notes for VSTO add-ins in an earlier stage, please go to our release note article specifically for that. Release notes below are separated into features and bug fixes per month and year.
Latest stable add-in version: 22.214.171.1241
Outlook add-in: option to attach PDF
Previously, it was not possible to use the PDF library content other than in the browser. We have added the PDFs library to the Outlook VSTO Add-ins, and PDFs can be inserted as attachments to emails. To have this feature available, it needs to be enabled in Templafy Admin settings page and a Add-ins VSTO version of at least 5.6.x.x.
Enabling this feature must be done by implementation partners, as they have access to the settings.
Set CustomXML part through Dynamics at document creation
It is now possible to attach one or more custom XML parts to a template. Admins can add one or multiple custom XML configurations in Templafy Designer > Document tab.
Admins can add a name for each custom XML part. The custom XML itself can either be static or contain bindings, allowing for even more dynamic metadata. The custom XML must be valid and written on 1 line.
When creating a document, the Dynamics pipeline adds custom XML, which can be useful for storing document metadata or other custom functionality.
The feature is only available when creating a document and will work for documents, presentations, and spreadsheets. To use this feature, the tenant must upgrade the dynamics version to 1.5 in the Admin Center and use a compatible VSTO Add-in. Support for Document Content Updater will come in a later release.
Add-in version 126.96.36.1993
Improve data collected to application insights
We have added more telemetry data when tracking UseAsset such as DestinationSlideId and DestinationTemplateId. DestinationSlideId corresponds to the slide id of the slide where an asset is inserted, while DestinationTemplateId is the id of the template of the presentation/document. If no SlideId is available no value is logged fx. Word, Excel, Slides with no template configuration. This will now appear in Application Insights custom events.
Templafy Designer improvements
New settings tab
Improved Templafy Designer now have replaced teh "JSON" tab with a "Settings" tab which contains visual options for editing relevant parts of the template configuration. The user can now toggle the "Document Content Updater" feature and select the "Dynamics Version" of the template from a dropdown. The option to view and edit the template and form configuration in JSON format is still available when selecting the "Advanced Configuration".
Enable a document as a template
Previously, users had to load and save a template configuration to create a template. These steps were necessary before users could start working with the template (e.g. adding element configurations). We improved and automated the way we enable templates so users can start editing templates right away.
Now users can enable documents as templates in three different ways:
Manually, by toggling on the "Enable as Template" option in the "Settings" tab.
Automatically, by creating an element configuration
Automatically, by creating a document configuration
All three methods add a default template and form configuration to the document.
Convert template to regular document
This feature is beneficial because it allows users to convert a template or a document with a template configuration back to a regular document. By doing this, users remove all template, form and slide configurations, as well as all Templafy document properties. Previously, this was not possible because creating a template was a one-way process.
The new changes are compatible with older versions of VstoAddins. However, there are some notable differences.
In VstoAddins versions older than 188.8.131.52 the document is automatically enabled as a template when the user opens the Templafy Designer.
Besides this, VstoAddins versions older than 184.108.40.206 do not support converting to a regular document.
Add-in version 220.127.116.115
Fixed error in JSON config file in Templafy Desktop poackage where '"createCustomTab": false,' from "AddInConfiguration.json" a creates tab anyway
Undo "Insert asset" in Word does not work
When we were inserting assets(example: Text elements or Images) in Word with Templafy we were creating many undo actions that confused the end user. We now create only one action called "Undo Image Insertion" and "Undo Text elements Insertion".
Error: Object reference not set to an instance of an object error thrown when attempting to use DCU on a presentation after adding a slide
When using DCU, we had an issue with slides inserted which were not Dynamics enabled slides. Such slides could be inserted from the slide library or pasted from another presentation. Such slides would cause our VSTO add-ins to throw an exception, making DCU not work.
Non-Dynamics slides no longer cause DCU to stop working.
Add-in version 18.104.22.1685
Support for group bindings for row level content controls in Word
Row level bindings are now supported when choosing a group binding in the template designer, while all other bindings will be blocked by displaying a message to the user. Since these changes will be available in the template designer, tenants need to update their VSTO add-in to the newest version. If a user modifies an existing disallowed row level binding, the binding will be removed and the user will be notified that the binding is not supported.
Show all folders that the combination of all user profiles have access to
With this release we are showing all assets and folders that might be relevant to me based on my user profiles. This means that we show assets that any of the user's user profiles give access to. AN example of this would be a person that works in both the US and Danish office and therefore have user profiles accordingly to that. He/she will now see a combined view of the assets filtered to either the Danish or the US office.
In case an assets is filtered to only be valid for the Danish office, all other user profiles which are not valid for the asset will be disabled. This way it should not be possible to create documents with a wrong user profile
SetPaperSizeTransformationStep fails on DCU as Word reports This command is not available
In this specific case, Document Content Updater (DCU) was unable to update a document, due to some special set up in the template. Even though the "Set Paper Size" transformation configuration in the specific template was not set up to change the orientation of the pages, the updater would still set the orientation of all pages, but to the same value as it already was. Because of the special section, Microsoft Word returned an error, and this aborted the whole update.
User profile bindings are not updated when DCU-ing after updating with DCV
After completing the Validation (DCV) flow in a presentation the user profile bindings on the DCV enabled slides were lost. This caused a bug when users attempted to update the document (DCU) because the user profile bindings on the DCV enabled slides failed to update. The users need the latest Vsto Add-ins in order to get this fix.
Document update failed message
Corrected the error message that Templafy VSTO Add-in displays when the document update fails due to a change in the Dynamics version.
Issue where offline folders were not show if "system" filters was applied
Add-in version 22.214.171.1246
Support for "Escape" key when trying to close down a modal view like the document creator or the user profile editor. If there are multiple modals opened, they will be closed one by one by pressing the "Escape" key. This works for all modal views on our platform.
Support for keyboard shortcuts in dropdowns so that a user can navigate and scroll to a specific option by typing the starting letters of the label. For example, if the user types in "De" and there is a dropdown option with the label "Denmark" somewhere out of the available space, it will scroll down and highlight it. This works whenever the dropdown is in focus, even if it is or not expanded
Fixed links in the app menu on the client application as well as menu items in the admin center so that they all work with mouse-wheel click, control click and right-click > open in new tab options
Fixed navigation history to now properly use the back and forward buttons in the browser.
Validator for PowerPoint slides - Make DCU work on DCV enabled slides
This feature enables presentations that have Document Content Validator (DCV) enabled for one or more slides, so that it is now possible to use do Document Content Updater (DCU) on all slides no matter if they DCV enabled or not.
DCU doesn't update images on the master
Fixed issue where using Document Content Updater (DCU) in PowerPoint on bindings on a Slidemaster would not be updated. This would work fine when creating a document, but the update functionality failed to apply on the slide master. This issue was also present on Document Content Validator (DCV) enabled slides. Both scenarios have been resolved - existing documents (and new ones) should now be able to do update with DCU once the client has received this update. No additional changes are required for existing documents, and the feature will also work when in offline mode.
DCU supported for documents created via DMS
Now it is possible to use DCU enabled templates created through DMS.
Text in content control disappears after document is updated via DCU
Release notes from 2018
Add-in version 126.96.36.1997
Make Templafy and SlideProof mutually exclusive
When both SlideProof and Templafy VSTO Add-ins are installed and both of them were opened at the same time they consumed much of the users screen. For fixing this we made sure that only one of them can be opened at a time. So if we open Templafy task pane SlideProof task pane will be closed and the other way around.
Allow multiple "undo" actions when inserting multiple items from library in PowerPoint
We have improved the "undo" functionality by adding a single step when inserting a new slide or a new slide element in Templafy.
Insertion of Text Elements in VSTO will clear shapes in headers of the "Default Page".
To prevent this we check if the header is empty and insert a blank space while inserting the file.
In this release we always insert Text Elements in a separate paragraph. Because we now always start by creating a blank paragraph, we also solved an issue where Word was importing the header from the file being inserted. This change is in both Word and Outlook.
Insertion of Text Element into Content Control doesn't remove the custom text in content control.
This fix ensures that the default helper text is removed during the document creation when processing content controls.
Window pop up when updating email signature.
If the user had third party VSTO Add-ins installed for word which displayed prompt messages when word was starting then these could cause failure of the email signature generation. Signature generation could only continue if the user located the prompt and acknowledged it. This is now fixed by disabling for a very short period all the VSTO Add-ins for word, starting word application in invisible mode and re enabling the VSTO Add-ins. Since this happens almost instantly we don't expect it to have any side effects on using word with third party Add-ins. Enabling, disabling VSTO Add-ins should never fail, however if by any chance it does then it is configured so we receive a message in our slack error channel. This feature is not enabled by default, we need to set the following registry key to enable it: DisableAllAddinsOnRtfConversion=true, under Computer\HKEY_CURRENT_USER\Software\Templafy\OfficeAddIns.
Add-in version 188.8.131.522
PowerPoint with multiple master layouts will only get slides from the first master layout updated when using DCU
FIxed an error where bindings where only updated on the first master slide, when updating using Document Content Updater (DCU). DCU now correctly updates on all master slides.
Asset Insertion doesn't work with DAMs that only support TLS1.2
Our Add-ins did not work with remote services that has blocked support for older security protocol standards (less than TLS 1.2).
To fix this we changed the add-in to by default use the newest security protocol standard (TLS 1.2) and fallback to older versions (1.1 and 1.0).
Apply Color Theme
Color themes uploaded in Templafy can now be used in dynamic templates.
Requires "Supported transformation version" 1.3 or higher.
Bynder DAM integration now supports OAuth1 login flow
Bynder DAM integration supports personalized images instead of common content for all users. A user can authenticate via OAuth1 login flow and have a content different from the default provided by Bynder for the account. An administrator can activate the option from the Templafy Admin panel. When this is done, all user will see a login notification bar in the bottom of the Bynder library in the Templafy VSTO plugin. Once clicked it will open a native window pop-up which will require the user to authenticate inside the Bynder portal. The same option is accessible from the "Settings" menu in the top-right corner in Templafy VSTO plugin. The users can also choose to disconnect from the personalized content by choosing "Disconnect" from the "Settings" menu.
Bynder DAM integration with the enabled OAuth1 authentication option. Additional user rights management on the Bynder portal (in order to show personalized content).
Add-in version 184.108.40.2066
DCV for PowerPoint Slides
This is the first version of our Document Content Validation for slides. With the Document Content Validation feature we keep track of all slides enabled for validation to make sure that they will stay up to date even after they have been created.
This will make it possible for company admins to ensure that all produced presentations will always be up to date with the latest company standards.
Also, we make sure that all slides and presentations that are controlled by the company is locked, and therefore cannot be changed by the user.
This first version is still in beta state.
Transformation version 1.2
Support for special characters in email signature with plain text
In PowerPoint VSTO Addins the shapes with image bindings no longer lose their names and order when DCU (Document Content Update) action is performed
Convenience filters on folders are now also handled on offline mode
Convenience filters are now synchronized to offline mode
The custom document property TemplafyExternalSystem is now removed completely when a DMS has been completed
Logout functionality: The log out button has been added to the current version of the VSTO add-ins. If the user is on a computer that does not have seamless SSO (i.e. a private computer with Templafy Desktop) (s)he can try to log in with another user.
Bug fix: Support for special characters in email signature with plain text. Plain text email signatures for Outlook didn't support certain special characters.
Bug fix: Breadcrumbs related issues. Breadcrumbs display names of folders reflect the real folder names.
Bug fix: Failed to create signatures if profile values are too long. Fixed a bug where a user with a very long Windows profile name and Templafy user profile name would be unable to install Email Signatures locally due to a maximum path length restriction in Windows.
Add-in version 220.127.116.116
Templafy Designer: Validation that Content Controls are set on block/pararaph level for TextElement insertion
Templafy Designer: Insert image header with "Numbered Sections" now take precedence over "Named Sections", if "Numbered Sections" is used
Offline mode can now only be initialized when all offline content have been downloaded
Ensured that previews are always shown when switching from offline to online
Values from dropdown that are filtered on other dropdowns are now kept when updating the document
Text Elements will now only show up in Word/Outlook if they can be inserted (No longer shows Text Elements used for dynamic insertion)
Add-in version 18.104.22.1687
Pre-requisite: these add-ins must be used with new Templafy Desktop 1.7.0.X
Performance improvement. Only sign-in once a day - speedup loading Templafy in Office Apps
In this release we made substantial performance optimizations when staring the Task Pane. This is done by having Templafy Desktop do an invisible SSO signin in the background every 24 hours. If a successful SSO is completed we don't have to sign in when starting the Task Pane, which can be rather slow. This performance optimization requires minimum Templafy Desktop
Add-in version: 22.214.171.1247
Support for transformation version 1.1
Offline support for Excel templates
Support for binding function "ticks"
Initialise DMS dialog from 3rd party code
Option to Insert Text Element into Content Controls based on dynamic data like user profile/data sources
Support for transformation configuration called "Page setup" It allows for changing margins, page size, orientation and more, and it works with offline and DCU.
Comboboxes are now fully supported as part of DCU and in offline.
Bug fix: Issue with images inserted into content/picture placeholders in PowerPoint were not in crop mode and did remove other placeholders of the same type on the slide.
Bug fix: Add-ins show white taskpane after an exception is triggered when Update Document is used.
Add-in version 126.96.36.1995
Allow Outlook to run only email signatures even when no libraries are enabled.
Bug fix: If an Outlook account was renamed we were unable to find the matching registry entry which is needed to retrieve the default email signatures. So the email signature feature would be unavailable in this situation.
Add-in version 188.8.131.524
Option in "Settings" menu in the add-ins to force Templafy to use offline mode.
Add-in version 184.108.40.2066
Support latest features in the Template Designer.
Support for combo box fields (a dual purpose field in a form, that can be both a drop down or a free text field)
Add-in version 220.127.116.110
Optimized compression for images inserted via add-ins (Templafy image library and external DAM libraries.
Add-in version 18.104.22.1686
Offline webapp artifacts included in VSTO addins rather than a separate package
Support for "Calculated Default Values" in Forms
Add-in version 22.214.171.1245
Improved handling of Offline mode in Word
Add-in version 126.96.36.1991
On boarding flow removed from add-ins (on boarding flow is handled by the Templafy Desktop)
Add-in version 188.8.131.521
Template Designer - create dynamic templates directly from MS Office with a graphic user interface that lets you add dynamic fields (content controls) and metadata to the template.
Add-in version 184.108.40.2060
Improved event log handling
Add-in version 220.127.116.110
Document content update enabled (DCU)
Add-in version 18.104.22.1687
Fixed Outlook VSTO display date bug
Email Signature enhancements
Minor UI fixes for high reolution displays
Add-in version 22.214.171.124
Email Signature performance improvements
Support for DMS: WorkZone
Added VSTO Events
Minor bug fixes
Add-in version 126.96.36.199
Email signature bug fix
Fixed issue with no email accounts found even though email is correctly setup
Minor bug fixes
Add-in version 188.8.131.52
Fixed the delay when searching for User Profiles
Email Signature enhancements/bug fixes
UI bug fixes
Add-in version 184.108.40.206
Requires Templafy Desktop to be installed