Release date: Oct-12-2026
Template builder release
This release lets you search your whole template from one place. It also makes the ‘Home’ view easier to work with when a template has many documents. This release fixes several issues in the editor, the style editor and the Data tab.
New features
Search your whole template
A new search box in the header searches your entire template, from any view.
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Results are grouped into Parts, Variables and Logic. Logic covers flows and the logic inside documents, emails, margins and screens.
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Click a result to open that part, or to jump straight to the matching tag in the Logic Editor.
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Use the keyboard to get around faster: ↑ and ↓ to move through results, Enter to open one, Esc to close.
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On narrow windows, the search box collapses into a magnifier button.
Keep large Home views organized
Templates with many documents are now much easier to browse in the Home view.
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Collapsible sections. You can collapse any section of the Home view. Each section heading shows how many parts it contains.
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Expand all / Collapse all. These buttons in the left navigation open or close every section at once.
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Your layout is remembered. DAE remembers which sections you collapsed, even after you reload the page.
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Document folders. Click New folder in the Documents section to create one. To file a document, choose Move to folder... from its menu. Right-click a folder heading to rename or delete it. When you delete a folder, the documents in it are kept.
Folders are available for documents only, and they can't be nested inside other folders.
Improvements
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Comments in stylesheets are fully supported. CSS comments no longer break your template, and they're kept when you save and reopen it. This covers the cases that used to cause trouble: a comment with a slash in it (like "2/3 width" or a URL), a comment at the very end of a stylesheet, and a stylesheet that contains only a comment.
Bug fixes
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The Data tab no longer offers fields that can't be fetched. Before, you could pick related-record fields (for example, a Contact's name from an Opportunity) that Salesforce can't actually query, and the document then failed with an error. Lookups like these now offer only the ID, with a hint that explains why. To use that object's data, add it as a related list.
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Create group works reliably. Creating a group from selected content in the document editor now works consistently. That includes selections that start or end in bold or italic text or a link, triple-click selections, and empty paragraphs. If your selection already contains an editable area, Create editable group is disabled, and its tooltip explains that editable areas can't be nested.
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Background color in Print Styles works again. The background-color setting under Print Styles in the style editor responds again.