Release 4.0.3
Would you like to update your primedocs version? Our support team will be happy to assist you.
General information
From version 4.0.3... .NET 8 is required on the server side.
Microsoft support for the previously used .NET 6 expired on 12 November 2024.
Desktop client / server synchronisation compatibility:
OneOffixx 3.7/3.8 and all previous primedocs desktop clients can synchronize with the primedocs server of version family 4.0.3.
primedocs desktop clients of version family 4.0.3 can synchronize with the primedocs server from version family 4.0.2.
4.0.30172.0 (2026-06-11)
Bugfix update for the 4.0.30171.0 release line.
Server / Services / WebApi
- FIXED Template cache: After changes to templates (forms, layout, etc.), the server-side cache returned outdated data; server-side generated documents only picked up changes after a restart of the server application. Template changes now take effect immediately after synchronization again. Affects installations on version
4.0.30171.0.
DataSourceAdminApp
- FIXED Package export: The function "Select snippets that are used in selected templates" no longer reliably selected the snippets belonging to the selected templates (same cache cause). Dependent snippets are correctly detected and selected during export again.
Word AddIn
- FIXED Plain text snippets: When creating a new snippet of type "plain text", the OK button in the dialog remained disabled, so the snippet could not be saved (affected shared snippets in the classic add-in for Word and Outlook). Plain text snippets can be created and saved again.
4.0.30171.0 (2026-04-20)
- ❗ A new
Code Signing Certificatewas used, which also changed thePublic Key. This must be taken into account if the certificate has been registered, for example, in the Office Trust Center. The certificate is available on the client installation page.
General
- NEW OpenXML SDK 3: The central OpenXML library has been updated to version 3 as a basis for current Office functions and long-term stability.
Client
- NEW Choice in forms: Choice fields have been fundamentally revised for more consistent operation and clearer selection logic.
- NEW Drag'n'drop sorting: List entries can now be sorted via drag'n'drop.
- NEW ExistingListDataProvider: New option
AutoSelectAllEntriesfor automatic preselection as well as a "Remove all entries" button for faster work with lists. - NEW ObjectCollection UX: Improved drag & drop behaviour with a clearer drop indicator when sorting ObjectCollection entries.
- FIXED Profile switching: The
AdditionalProfileis now correctly retained when switching profiles. - FIXED Forms validation: Duplicate JavaScript function definitions are now detected and reported instead of silently allowing invalid configurations.
- FIXED ObjectCollection: Multiple selection in an ObjectCollection no longer causes a crash.
- FIXED Forms: The attribute
Requiredis now also correctly applied to text boxes insideObject/ObjectCollection. - FIXED Forms: Empty
<Object>elements without values no longer cause a NullReferenceException. - FIXED DataProvider: The search dialog no longer crashes when an object contains a date field.
- FIXED ProviderPipeline: Search results from a pipeline are no longer incorrectly marked as read-only after being added.
- FIXED Connect logging: The UI state for Connect logging is displayed correctly after a cache reset; the "Connect log folder" button is now reliably accessible.
- FIXED Stability: An Esent issue ("dirty shutdown") after an unclean client shutdown has been fixed.
Outlook (New)
- NEW Personal connectors: Users can now establish and manage personal connector connections, including authentication and access to personal Outlook contacts.
- NEW Default email profile: For new messages in the Outlook web add-in, the default email profile is applied reliably.
- FIXED Plain text signatures: Plain text email signatures are now set correctly.
- FIXED Plain text behaviour: Incorrect behaviour with the default format "plain text only" in the new Outlook module has been fixed.
- FIXED Multiple signature versions: Templates with several published signature versions no longer cause errors; the correct version is used.
- FIXED Signature images: Logo and campaign images are loaded reliably in Outlook (New).
- FIXED Signature performance: Updating Outlook signatures has been significantly accelerated.
- FIXED Permissions: Signature rules now correctly take the permissions of individual signatures and campaigns into account.
- FIXED Translations: The signature GUI now shows content in the correct language; the fallback to the default language also works for campaign labels.
- FIXED Language switching: When switching the language, the list of available signatures and campaigns is updated correctly; the list display in the dropdown shows the correct value.
- FIXED Text-only signatures: "Text-only" signatures also work when a
FormattedTextfield is defined. - FIXED AutoInsert: The option
AutoInsertis now also correctly applied when inserting a signature manually. - FIXED Email templates: Email templates work reliably in the new Outlook again.
- FIXED Campaigns: Campaigns can be created again.
- FIXED Outlook Mobile: Profile switching is now also possible in Outlook Mobile.
Outlook (Classic)
- FIXED MS Copilot integration: Text from MS Copilot can now be inserted correctly. Prerequisite: the feature flag
DisableSignatureTypingProtectionmust be set totruein theOutlookFeatureConfig. Note: this disables write protection in the signature area. - FIXED Profile sharing: With profile sharing "without signature image", the signature image is no longer displayed incorrectly.
- FIXED Performance: Manual signature and profile switching responds noticeably faster and more reliably.
PowerPoint AddIn
- NEW Image size control: The size and positioning of primedocs images in PowerPoint templates can now also be controlled on the slide master — via the shape tags
PRIMEDOCS.PICTUREMODE(Fit/Exact) andPRIMEDOCS.PICTUREANCHOR. - NEW Tag overview: The tag overview dialog now only shows tags that can actually be used.
- FIXED Performance: Migration of complex presentations and loading of large PowerPoint templates on the web have been significantly accelerated.
- FIXED Placeholders: Text placeholders are correctly positioned in the foreground when several image placeholders are on one slide.
- FIXED Images with picture tag: Images are retained even if both the shape and the placeholder carry a picture tag.
- FIXED Empty placeholders: Binding with empty values no longer inserts additional spaces.
- FIXED Themes: The correct application of several font and colour themes has been improved.
- FIXED Slide sorter: The ribbon is now also displayed in the "slide sorter" view.
- FIXED Extract slides: The "extract slides" menu no longer causes an exception when editing the slide master.
- FIXED Checkbox fields: Disabled checkbox fields in PowerPoint templates no longer cause generation errors in the web client (case-insensitive boolean parsing).
Word AddIn
- FIXED Updating in the open document: The formatting of text field content controls is retained when updating.
- FIXED PDF conversion: PDF conversion in Word works reliably again.
- FIXED WordTableRows: Updating dynamically generated table rows (
WordTableRows) in the open document has been stabilized. - FIXED FormattedText in WordContent: Embedded
FormattedTextwithin aWordContentfield no longer loses its formatting when updating. - FIXED Inheritance: Word settings are now correctly inherited from parent configurations.
Excel AddIn
- FIXED Pie charts: The colour sequence in Excel pie charts is applied clockwise again.
- FIXED Worksheets: When inserting a new worksheet, images from the active sheet are no longer copied accidentally.
Document Engine
- NEW Picture fields binding: Picture fields are integrated into templates more cleanly via an optimized binding.
- FIXED Logging: Template content errors in the Document Engine are now correctly logged as a warning instead of a server error.
- FIXED Images in text boxes: Images inside text boxes are updated correctly during generation.
- FIXED AdditionalProfile: Server-side document generation with an empty
AdditionalProfileno longer causes errors such as "Expected anonymous object, Picture or a string". - FIXED DataProvider configuration: XML comments in DataProvider configurations are processed correctly in the web app.
- FIXED InlineWordContent:
InlineWordContentfields in the header and footer keep their style when refreshing the document properties.
Connect
- NEW Connect Session API: New API for controlling and managing Connect sessions.
- NEW Output management from the open document: Output management and DMS integration can now be triggered directly from the open document.
- NEW OutputConfiguration: The "series creation" button can be disabled specifically by configuration.
- FIXED Path arguments: Connect arguments of type
Pathare no longer interpreted case-sensitively.
Server / Services / WebApi
- FIXED WebApi: The error "Profile with id x has no organization unit assigned" when retrieving Outlook data has been fixed.
- FIXED DataSourceAdminApp secret: The secret of the DataSourceAdminApp is validated correctly in the Identity Server.
- FIXED User offboarding: Offboarding is now also triggered when no successful synchronization exists yet for a user.
- FIXED UserSync: An
InvalidOperationExceptionwhen tracking duplicate synchronized users in the UserSyncJob has been fixed. - FIXED Identity Server: The
invalid_granterror during token refresh caused by parallel requests from the Outlook web add-in has been fixed. - FIXED OneOffixx 3.8 compatibility: An endless loop of the service when synchronizing OneOffixx 3.8 clients against databases with colour/font themes has been fixed.
- FIXED SharePoint URL: The URL structure in SharePoint mode has been corrected.
- FIXED Package size: The server delivery packages (.zip) have been significantly reduced by cleaning up unused runtime folders.
App / WebApp
- NEW Template tags in the web app: Template tags are now also available in the web app.
- FIXED Profile images: Profile images can be removed explicitly; the inheritance behaviour has been clarified.
- FIXED SharePoint mode: An error during first login in primedocs SharePoint mode has been fixed.
- FIXED Mobile / dark mode: Drag'n'drop in dark mode on mobile devices is displayed correctly; the unwanted "copy" bubble has been removed.
- FIXED Web app: General document generation errors in the web app have been fixed.
- FIXED Teams add-in: Login works reliably again.
- FIXED Document properties: With "Create & Save in OneDrive" for Word and PowerPoint, document properties are set correctly.
- FIXED Profile selection: The profile dropdown also responds reliably with six or more profiles.
- FIXED Saving to SharePoint: "Save to SharePoint" no longer returns an incorrect message.
- FIXED Web client stability: An app crash (white page) after adding a recipient via an address provider or manually has been fixed.
DataSourceAdminApp
- NEW Export optimization: During export, global configurations and global translations are automatically selected together with the chosen templates.
- FIXED Permissions: Permission changes to templates and snippets are correctly detected in package import/export.
- FIXED Dashboard info tab: The column display in the info tab has been corrected.
- FIXED Dashboard: The link "Remove orphaned blobs" points to the correct URL.
- FIXED Package export: Control characters in names no longer cause export errors.
- FIXED Package export: The function "Select templates that are used in selected tags" works correctly again.
- FIXED Smuggler import: The import no longer fails when Connected Services are present.
4.0.30146.0 (2026-01-30)
General
- NEW Profile Onboarding: When deleting an organizational unit or revoking permissions, the onboarding process is automatically triggered for affected profiles.
Client
- NEW Object Details: In the FAT client, technical details (e.g., GUIDs) for objects (profiles, users, OUs) can now be viewed directly to facilitate configuration and support.
- NEW Quick Access Icons: In forms, important status values (e.g., shipping method) can now be changed directly via icons in the list view.
- NEW Output Management: New command
OpenDocumentInOfficeas well as configuration options for serial creation. - NEW ProviderPipeline: Support for loops (arrays) within steps to perform, for example, detailed queries for each search result.
- NEW ExistingListDataProvider: Extended options for selecting the Excel sheet and auto-select functionality.
- FIXED RibbonPosition: The configuration of the ribbon position is now correctly applied by the client.
- FIXED Dialog Position: Dialog windows now reliably appear in the visible area, even with complex multi-monitor setups.
- FIXED DataProvider: The "SAP Puls" AddressProvider now correctly supports HTTPS URLs.
- FIXED Synchronization: The "Method Not Supported" error when creating and synchronizing new templates has been fixed.
Outlook (New)
- NEW Campaigns: Support for Outlook campaigns (timed additions to signatures) in the new Outlook.
- NEW Mobile: Support for the event
onMessageRecipientsChangedon Android and iOS (from version 1.7). - NEW Formatted Text: Formatted text fields are now also supported in plain text signatures and templates (automatic conversion).
- FIXED Data Protection: When retrieving the default signature, a POST request is now used to prevent logging of email addresses in the URL.
- FIXED Caching: Issues with outdated manifest or JS files (breaking change version 1.5.0.0) have been fixed.
Outlook (Classic)
- NEW SendUsingAccounts: The configuration for sending on behalf of other accounts has been improved.
- FIXED Performance: Delays and client freezes during signature distribution and creation ("Signature Publishing") have been fixed.
- FIXED Stability: Error handling for the action
DefaultSignatureAsynchas been improved to avoid exceptions.
PowerPoint AddIn
- NEW Arrange & Center: A new ribbon group "Arrange" including a one-click centering function has been added.
- NEW Copy Formats: Via the context menu, format properties (e.g., only color or only size) can now be selectively copied and applied.
- NEW Extract Slides: Selected slides can be extracted into a new, separate presentation.
- NEW Send Slides: Extracted slides can optionally be opened directly as an attachment in a new email (Outlook Classic).
- NEW Chart Preview: Preview images for color sequences are now displayed in the dropdown for chart selection.
- FIXED Table of Contents: Errors with spacing in numbering and problems updating the agenda (loss of manual elements) have been fixed.
- FIXED Stability: A bug when closing a presentation has been fixed.
Word AddIn
- FIXED PDF Conversion: A bug in PDF creation of Word documents via Output Management has been fixed.
- FIXED Template Comparison: An exception when comparing two primedocs templates has been fixed.
- FIXED TableRows: A problem where updates inserted unwanted additional paragraphs in table cells has been fixed.
- FIXED Styles: Table formatting is no longer lost in content templates.
Excel AddIn
- FIXED Stability: A crash when viewing version history in Excel (especially with OneDrive/SharePoint) has been fixed.
Document Engine
- NEW Automatic Type Conversion: Compatibility between fields and snippet placeholders has been improved; types (e.g., text to WordContent) are automatically converted where possible.
- NEW Meta-DF: New function for DocumentProperties with access to forms, fields, and profile data.
- NEW HTML Attributes: Handlebars now supports dynamic values within HTML attributes.
- FIXED Jint: A recursion error when executing certain JavaScript functions has been fixed.
- FIXED Snippets: Formatted Text and SnippetBlockPlaceholder are no longer mistakenly recognized as "inline."
Connect
- FIXED Email Format: The API now returns HTML by default instead of plain text without needing explicit request.
- FIXED CMI: A bug when updating documents via the CMI interface (RemoveParagraph) has been fixed.
Server / Services / WebApi
- NEW MCP Support: Support for the Model Context Protocol (MCP) for integrating AI agents and tools.
- NEW Custom Username: The primedocs username can now be defined via a custom attribute (e.g., AD attribute).
- FIXED Performance: SQL query optimizations in FieldService (especially with large data volumes).
- FIXED OrgSync: A bug that caused OrgSync to abort has been fixed.
- FIXED Security: PKCE ("Proof Key for Code Exchange") is now correctly enabled by default in IdentityServer.
- FIXED WebApi: Creating profiles via API now correctly generates IDs instead of accepting a passed ID.
- FIXED BlobContentType: Correct assignment of MIME types (e.g., JSON for mail templates instead of Word) when downloading.
- FIXED Health Monitor: Incorrect error messages regarding PowerPoint template types and migration steps have been corrected.
App / WebApp
- FIXED UI: The "Flying Focus" now marks the correct elements during keyboard navigation.
- FIXED Dark Mode: Dropdowns are now displayed with the correct dark background in dark mode.
- FIXED Validation: The "Create" button is now disabled instead of hidden for invalid profiles (e.g., missing OU).
- FIXED Download Page: Text and icon corrections on the download page.
- FIXED Favorites: Removing favorites now updates the list immediately without reloading.
DataSourceAdminApp
- NEW Placeholder Mapping: Missing placeholders can now be automatically included in the mapping based on the layout definition.
- NEW Statistics: Added note that only organizational units with document generations in the selected period are displayed.
- FIXED Global Translations: Issue with "Unnamed" entries due to "NotSet" status has been fixed.
- FIXED Export: Inheritance of deleted translations is now correctly considered during export.
- FIXED DacPac: Bug fixed when importing into databases with mirroring or availability groups.
- FIXED Dashboard: Inconsistent date displays (UTC vs. local time) for packages corrected.
4.0.30122.0 (2025-11-25)
General
- NEW Configurable Ribbon: The ribbon for Office functions can now be configured via the DataSourceAdminApp on the web.
Client
- NEW Automatic Translations: The client can now automatically suggest translations, significantly simplifying the translation process for template creators.
- NEW Object Details Display: A new view for object details in the FAT client supports configuration and support cases, allowing users to read out their profile ID, e.g., for interfaces.
- NEW Editor Improvements: The XML and JavaScript editors now offer improved syntax highlighting, context-sensitive auto-complete with tooltip descriptions, and optimized display.
- FIXED Profile Fields: Two-line profile fields are now displayed with the correct width.
- FIXED Performance: Issues with the "Test Configuration" function and with bulk editing many templates have been fixed.
Outlook (New)
- NEW Images in Signatures: Organization and profile images are now embedded via CID links, improving display and preventing blocks by other add-ins.
- FIXED Templates Testing: Improvements in testing templates in the new Outlook.
Outlook (Classic)
- NEW AutoChangeProfile: Support for automatic profile switching based on the sender account ("SendUsingAccounts").
- FIXED Binding: Stability and reliability of Outlook data binding have been improved.
PowerPoint AddIn
- NEW Review Slides: The slide review function now features intelligent retention of formatting.
- NEW Layer Management: Images and shapes can now be forced to the top layer.
- FIXED Table of Contents: Numbering is now correctly applied. Note: Manual elements in the table of contents are cleared when updating the agenda.
Word AddIn
- FIXED Text Blocks: Issues with overwriting and saving text blocks (including tables) have been fixed.
- FIXED Lists: Numbering in the second level of
ListNumericnow correctly follows the first level. - FIXED UI: The "Snippet Pane" no longer opens undesirably at every Word start.
Document Engine
- NEW Automatic Type Conversion:
FieldsandSnippetPlaceholderare less restrictive; types are automatically converted where possible. - NEW List Support: Lists are now fully supported in content templates and
WordContent. - NEW Dynamic HTML Attributes:
HandlebarsandFormattedTextnow support dynamic values in HTML attributes (e.g., for links). - NEW Objects: Support for "Required" and "Optional" attributes in objects.
- FIXED Validation: More precise validation of
knownStyles. - FIXED Stability: Fixes for various NullReference errors in
GlobalCodeand placeholders.
Connect
- NEW Update Documents: Existing documents and their stored values (including location policies and URLs) can now be updated via the Connect interface (support for data backfilling).
- NEW Bridge Support: The "data backfilling" function is now also supported via OneOffixxConnect with Bridge.
- NEW UI Control: The forms dialog can now be explicitly suppressed during Connect calls.
- FIXED Authentication: Fixed authentication issues in multi-tenant environments
DataSourceAdminApp
- NEW Export Optimization: Global configurations and translations for selected templates are now automatically included during export.
- NEW Data Interfaces: The designation (
DisplayName) for data interfaces is now translatable (translate-DisplayName). - FIXED Cache reset functionality could cause crashes in some cases.
Server / Services / App
- FIXED Performance: EF Core optimizations and better handling of large requests.
- FIXED SCIM: Improvements in "User Cleanup."
- FIXED Security: Updated libraries (including MSAL) to fix vulnerabilities.
App
- FIXED Security: The delete protection for the default profile in primedocs Web has been improved; a dialog now appears.
- FIXED UI: Disabled UI languages are no longer offered to the user for selection.
4.0.30107.0 (2025-09-23)
Update Notes:
- Microsoft Teams: Updated app manifest requires re-deployment of the Teams app for login and permissions to function correctly.
- Update Script: The provided script has been improved. Please use the new version for future deployments.
Client
- FIXED Configuration test with external distribution file no longer causes a client crash.
- FIXED Synchronization no longer gets blocked after permission changes.
- FIXED Image Gallery: Opening the file dialog no longer causes a crash.
- FIXED Organizational unit assignment: Path is now fully displayed.
- FIXED “primedocsConnect” forms dialog correctly receives focus.
- FIXED External templates are created with the correct file extension and open automatically.
- FIXED Error message when adding data via Connect (UpdateDocument; Template not found) has been resolved.
- FIXED Crash when editing the tag description has been fixed.
WebApp / App
- NEW Teams app manifest updated (re-deployment required, see update notes).
- FIXED “Set profile as default” is now displayed correctly when the default profile is active.
- FIXED Display of version number on the debug page has been corrected.
Word AddIn
- FIXED Error message text for duplicate
SnippetKeyimproved (local validation). - FIXED Text blocks: Title and description are displayed correctly on hover.
- FIXED Inserting/deleting ContentControls no longer leads to unwanted spaces.
- FIXED Font size of text fields remains stable after saving/closing/opening.
Excel AddIn
- FIXED Dropdown “Insert Charts” now supports four columns.
- FIXED Line charts: Color sequence can be reassigned again.
- FIXED Active ChartSheets no longer lead to crashes.
- FIXED Error when inserting a fifth worksheet has been resolved.
- FIXED Sheet name is displayed correctly.
PowerPoint AddIn
- NEW Extension “Design Conversion: Selection & Save Options” available.
- FIXED Selecting multiple charts no longer leads to “Invalid Selection”.
- FIXED Line charts: Color sequence can be reassigned again.
- FIXED Hint texts for icon lists are displayed correctly.
- FIXED “Edit Anyway” ReadOnly mode is now correctly supported.
- FIXED Charts retain defined color sequences even after data changes/reset.
Outlook (New) Web Add-In
- FIXED Incorrect signature is no longer inserted.
Document Engine
- NEW GlobalFields references can be reused multiple times if needed.
- NEW Support for multiple direct JavaScript functions in GlobalCode.
- FIXED WordStyleAdjuster: Infinite loop has been fixed.
- FIXED WordStyleAdjuster: Error handling for failed Word style adjustments has been improved.
- FIXED GlobalCodeProvider checks for correct key.
- FIXED Web templates no longer save all FIELD elements in XML (reduced storage requirement).
- FIXED Word template link without “http(s)://” no longer causes unreadable content.
DataSourceAdminApp
- NEW Template type is displayed in the template detail overview.
- FIXED Deleting snippet groups no longer fails for temporary users.
Server / Services
- NEW Performance optimization: Index added to “Fields” table.
- FIXED “primedocs.svc” is now accessible at the intended endpoint (no more 404).
- FIXED High app service load due to large images has been significantly reduced.
Connect
- FIXED WordContent via Connect no longer loses styles.
- FIXED Error case for missing format now provides meaningful details instead of NullReference.
WebApi
- NEW Templates Admin API (Read) available.
- FIXED Admin API: Filtering by template status works correctly.
4.0.30096.0 (2025-08-20)
Document Engine
- NEW The JavaScript API has been extended with the function
$.getInlineWordContent. - NEW
FormattedText.Parsenow also supports variables. - NEW The data format DocxBase64 is now supported.
- NEW Multilevel lists are now supported.
- FIXED A bug in the validation of GlobalCode that prevented valid configurations has been fixed.
- FIXED An issue where date fields lost their formatting after document generation has been resolved.
- FIXED Error details in FormsGlobalElements are no longer discarded, improving error analysis.
- FIXED The use of FormattedText and WordContent as SnippetBlockPlaceholder has been corrected.
- FIXED A bug related to WordContent (text blocks) when opening, modifying, and in templates has been fixed.
- FIXED A more meaningful error message is now displayed when access to an additional profile of a shared profile is missing.
Client
- FIXED A performance issue when opening the diagram editor with large databases has been resolved.
- FIXED An issue where the template editor window in the new Outlook blocked all other primedocs windows has been fixed.
- FIXED After releasing a profile, the newly added user is now selected in the list instead of the own user.
- FIXED A bug where the "Select Folder" dialog in mail merge generation in test mode showed no content has been fixed.
- FIXED A missing icon in language-dependent external templates is now correctly displayed.
- FIXED The naming for "xlsm" support in ExistingList has been adjusted for better understanding.
- FIXED A NullReference error related to FormsModuleValidation and Choice elements has been fixed.
- FIXED An issue where the system file Esent.Interop was not found has been resolved.
- FIXED To address a source of error, client-side caching has been temporarily disabled.
PowerPoint Add-in
- FIXED Performance when setting layout names in the master template has been optimized.
- FIXED An error message that occurred when directly starting "PowerPoint Show" files (.ppsx, .ppsm, .pps) has been fixed.
- FIXED A bug in the "Notes Pages" view that occurred when updating the ribbon has been fixed.
- FIXED An "Argument Null" exception during the merging of PowerPoint master templates has been resolved.
- FIXED A bug when creating the table of contents that occurred when no slide was selected has been fixed.
Word Add-in
- NEW Additional Word-specific elements have been added to the rule set of allowed elements for WordContent to enhance functionality.
- FIXED An issue with the display of line color for drawing surfaces and inserted images has been corrected.
- FIXED Local validation of text block keys (Snippet-Keys) has been improved.
- FIXED An issue with the drag-and-drop function for text blocks has been resolved.
- FIXED A TaskPane Visible Exception that could lead to an error in the sidebar has been fixed.
- FIXED An issue where the sidebar (Task Pane) appeared multiple times has been corrected.
- FIXED Creating text blocks in folders under "Shared Text Blocks" is possible again.
Excel Add-in
- FIXED An issue where fields in Excel were not updated correctly has been resolved.
- FIXED A distortion of the logo in the header during the initial generation of a document has been fixed.
Outlook (Classic) Add-in
- FIXED A bug when inserting text blocks with numbering and formatted texts in Outlook has been fixed.
- FIXED An error that could occur when manually switching the Outlook signature has been resolved.
Outlook (New) Add-in
- FIXED A bug that occurred with ObjectCollection with multiple entries in new emails has been fixed.
- FIXED Signatures can now be added as usual in the new Outlook.
- FIXED An issue with the warning dialog and the loading time of signatures in email templates has been resolved.
App (Teams/M365)
- FIXED An issue where the search failed when no settings were configured has been resolved.
- FIXED A display error on the homepage that prevented loading has been fixed.
- FIXED A bug in the phone search via the HttpDataProvider, where only the second request worked, has been resolved.
Server & User Sync
- NEW The number of available SCIM CustomAttributes has been expanded to 16 fields.
- FIXED The MySql.Data package has been replaced by the MySqlConnector due to license changes.
- FIXED A server-side issue related to cache reset has been resolved to prevent infinite loops during client sync.
- FIXED The user title is now correctly stored during SCIM user synchronization.
- FIXED During SCIM group synchronization, the UserName property is no longer mistakenly used for search.
- FIXED An issue in the interaction of OrgSync and the SCIM PrincipalConnector has been resolved.
- FIXED The creation and modification date are now correctly stored for SCIM groups and users.
- FIXED Missing CommonAddedWellKnownSids in the SCIM context have been added to improve compatibility.
WebApi
- FIXED An invalid authentication token now returns the correct HTTP status code 401 instead of 500.
- FIXED SCIM PATCH operations (e.g., for activating/deactivating users) are now correctly stored.
- FIXED CustomAttribute values are no longer mistakenly initially ignored in SCIM.
- FIXED Missing OrderBy options in SCIM queries have been added.
- FIXED An incorrect validation of SCIM requests via the Identity Server (IdS) has been corrected.
- FIXED Group memberships are no longer stored multiple times via SCIM.
Service
- FIXED A Duplicated Key Exception when creating log entries (AddLogEntryAsync) has been resolved.
- FIXED An error in remote client cache resets caused by an incorrect property name (JSON) has been corrected.
- FIXED Memory usage for GET requests has been optimized.
- FIXED Improvements have been implemented to avoid System.OutOfMemoryException errors.
Installation
- NEW During server installation, modify rights are now set on the web root directory to avoid permission issues.
- FIXED The server update script now tracks failed file copy operations and reports them.
Admin-Dashboard
- FIXED Local special characters are now correctly decoded and displayed in the field editor.
- FIXED The user profile is now reliably updated when creating a "New Email".
Connect
- FIXED A template with an
AdditionalProfilein Forms can now be generated again via Connect. - FIXED Files with two consecutive spaces in the name are now correctly found by Connect.
4.0.30065.0 (2025-05-12)
ℹ️ Info Aktualisierungshinweise:
- A database migration was added when updating from version 4.0.30057.0 to 4.0.30065.0.
This migration optimizes a SQL index. No structural changes were made to the database schema otherwise.- ❗ A new
code signing certificatehas been used, which also changes thepublic key. This should be taken into account if the certificate is registered, e.g., in the Office Trust Center. You can find the certificate on this page: Client Installation
Document Engine
- NEW Dynamic Word table row generation via the new field type
WordTableRows:
<WordTableRows Name="TableRow">
<Code><![CDATA[
function main() {;
const builder = $.wordTableRowContent.getBuilder();
const players = $("Forms.Players");
for (const player of players) {
builder.append("PlainText", $.wordContent.fromFormattedText("<b>foo</b>"));
}
return builder.build();
}
]]></Code>
</WordTableRows>
- NEW In testing mode,
(no update)content controls (i.e., fields withword-UpdateBehavior="Disable") are no longer hidden, making them easier to identify for editing. - FIXED Improved support for lists in Word templates (via layout and content templates)
- FIXED Error message shown when
FormattedTextandWordContentbuilder receives empty content. - FIXED Issue resolution for “SeriesOutput » ForSeries » MergeAsPdf” in combination with layout/styles.
- FIXED Improved error message when the global configuration is missing.
- FIXED Validation fix: “SnippetBlockPlaceholder” may not stand alone within a paragraph
- FIXED Bug fix: “Picture” as
FieldResultBasecaused document generation errors. - FIXED Hint texts and global configuration for
HintFieldsimproved. - FIXED Adjustments in
WordContentControlBinderandSnippetReplacer. - FIXED Handling of "text-like"
SdtBlocksinInlineWordContentreworked. - FIXED Option for visibility setting in new Outlook templates removed (these are by definition always visible in the app).
Word Addin
- NEW primedocs Quick Check can now also include hint texts.
- Fixed issue when inserting text blocks (extra paragraph, incorrect paragraph style in lists).
- Fixed problems with ActiveX controls when opening documents.
- Improved error handling during snippet creation with incomplete links.
<w:showingPlcHdr />in snippets is now handled correctly.- Compatibility of the common add-in with third-party add-ins improved.
Client
- NEW New Outlook email templates now also available in desktop Outlook.
- NEW Support for more complex
ProviderPipelinesetups, e.g., loading additional details when selecting a search result.
Example using Zefix, where an authentication key must be set. During the search phase (Searching), company name and UID are retrieved via Zefix. If the user adds corresponding companies/addresses via Forms, full company details are loaded (Loading).
<ProviderPipeline DisplayName="Zefix">
<Searching>
<HttpDataProvider>
<SearchParameters>
<Text Id="Query" Label="Query" />
</SearchParameters>
<Configuration>
<Step>
<Request Method="Post">
<Url>https://www.zefix.admin.ch/ZefixPublicREST/api/v1/company/search</Url>
<Header Name="Authorization" Value="Basic [KEY]" />
<Header Name="Content-Type" Value="application/json" />
<Header Name="accept" Value="application/json" />
<Body>{
"name": "{Query}",
"activeOnly": true
}</Body>
</Request>
<Response>
<Data JsonPath="$.[*]">
<Mapping>
<Map Source="uid" Target="uid" />
<Map Source="name" Target="name" />
</Mapping>
</Data>
</Response>
</Step>
</Configuration>
</HttpDataProvider>
</Searching>
<Loading>
<HttpDataProvider>
<Configuration>
<Step>
<Request Method="Get">
<Url>https://www.zefix.admin.ch/ZefixPublicREST/api/v1/company/uid/{uid}</Url>
<Header Name="Authorization" Value="Basic [KEY]" />
<Header Name="Content-Type" Value="application/json" />
<Header Name="accept" Value="application/json" />
</Request>
<Response>
<Data JsonPath="$.[*]">
<Mapping>
<Map Source="uid" Target="uid" />
<Map Source="name" Target="name" />
<Map Source="address.street" Target="street" />
<Map Source="address.houseNumber" Target="houseNumber" />
<Map Source="address.city" Target="city" />
<Map Source="address.swissZipCode" Target="swissZipCode" />
</Mapping>
</Data>
</Response>
</Step>
</Configuration>
</HttpDataProvider>
</Loading>
</ProviderPipeline>
Through the ProviderPipeline, search and data loading can also be implemented using different providers.
- FIXED Improved UI rendering for OE, profile, and user data fields.
- FIXED Forms window now receives focus correctly.
- FIXED Scrollbars in the global configuration editor are now visible.
- FIXED
FilterHTMLOnSendis filtered out for mail themes. - FIXED Search results in the Data Picker are now read-only
DataSourceAdminApp
- FIXED Improved display of errors in the AdminDashboard logging
- FIXED Template tab now works reliably even with large databases
- FIXED Package export/import is now stable for large databases
- FIXED Snippet dependency loader fixed
- FIXED Bug fix when deleting snippet usages
- FIXED Database migration for SQL index filter extended with
IncludeProperties
Outlook (New)
- NEW Email templates are now available when composing an email
DataService
- FIXED Improved support for mapping numeric values (
decimal,int64)
Identity-Server (IdS)
- FIXED Improved error handling when retrieving
AccessTokenandRefreshToken(including logging)
WebApi
- NEW New WebAPIs for primedocs Security Accounts (Users, Groups, AppUserGroups)
- FIXED REST-compliant behavior of Outlook WebAPIs improved
Server
- FIXED “No datasource with id X” is no longer treated as an error, but only as a
warning
HealthMonitor
- NEW HealthCheck for
OperationDBadded
4.0.30057.0 (2025-03-11)
ℹ️ Info Update notes:
- The new
Update.ps1simplifies the process of updating the server version. The newInstall.ps1is now only used for initial installations and is no longer responsible for updates. The previously deliveredInstall.ps1is still available asInstallLegacy.ps1.Über das neueUpdate.ps1ist die Aktualisierung der Server-Version vereinfacht. Das neueInstall.ps1führt nur noch eine Erstinstallation durch und ist nicht mehr für Aktualisierungen zuständig. Das bisher ausgelieferteInstall.ps1gibt es nach wie vor alsInstallLegacy.ps1.
Client
- NEW Outlook Campaign Control via Signature Tags:
-
Service
- FIXED High load due to
profile sharingfixed - FIXED Permissions: Newly created users only see items authorized via dynamic pd group in client after reset
Word/PowerPoint/Excel-AddIn
- NEW Snippet placeholder dialog can now be closed via Enter
- NEW Snippet overwrite dialog now supports Office Dark Mode
- NEW “Tracked” task pane now supports Office Dark Mode
- FIXED Various fixes for embedded documents (Word in Word, Excel in Word, etc.) and issues with Windows Explorer "Preview Pane"
- FIXED Language change in open document is limited when specific translation data is present
- FIXED “Insert snippet” caused crash if snippet did not yet exist
- FIXED Excel Add-In: Throws exception on load
- FIXED Wording adjustment: "Allow sending as PDF in Word"
- FIXED Snippet multiselect: Missing separator color
- FIXED Fixed error during content control update with empty paragraphs
- FIXED PowerPoint content template: Header/footer elements can't be reordered
- FIXED Word Add-In: Functions are disabled in read-only documents
Document Engine
- NEW Excel:
Choicesupport added - NEW Email template (Outlook new):
Choicesupport added - NEW
SaveFileConnect Command: Can now create PDF/A-1b format - FIXED Excel Header/Footer: Incorrect binding when using “&”
- FIXED ❗ Mail merge / series generation: Without selection, the
SelectedObjectis nownull - FIXED WordContentCleanerAndValidator: All fields are currently allowed
- FIXED Non-existent style usage: No warning when using
$.snippets.getWordContent - FIXED Various error message corrections (e.g., accessing non-existent field)
- FIXED Warnings are output twice
- FIXED During document generation,
control charactersnot valid in XML are removed
User Sync
- FIXED Warning removed when not found in optional sync source
SharePoint
- FIXED Updated to SPFX version 1.20
Outlook (Classic)
- NEW Access to Outlook's default signatures enabled in primedocs ribbon, even without profile assignment
App
- FIXED OneDrive/SharePoint/Teams: Exception thrown if selected file name is too long
- FIXED Teams Integration: In private channels, document is now saved in correct folder
- FIXED Improved UI in TaskPane for AI integration
- FIXED Forms fields update on document language change
- FIXED Aligned button display in top and bottom rows
DataService / DataProvider
- FIXED
ExistingListProvidernow delivers Excel numbers using.instead of,- Always uses
.now to avoid issues with system language settings
- Always uses
DataSourceAdminApp
- FIXED “Snippet usage as CSV” led to an error page
- FIXED HTTPS is now shown as a mandatory component in the HealthMonitor
- FIXED
Disconnectin datasource management does not work - FIXED Package import falsely indicates modifications
All server apps
- FIXED Improved logging: All components now log errors and warnings
- FIXED SQL connection "leak": ("Timeout expired. The timeout period elapsed prior to obtaining a connection from the pool...")
- FIXED
Profile sharing policiesare now correctly evaluated with dynamic groups - FIXED PrincipalConnectorCaching fails: Date cannot be converted on DE-DE SQL Servers
Install.ps1
- NEW ❗ PowerShell scripts are now signed. There is now an
Update.ps1that only copies files without accidentally making configuration changes through additional parameters.
4.0.30043.0 (2025-01-10)
ℹ️ Info Update notes:
- A database migration has been added from version
4.0.30024.0to version4.0.30043.0.
This only adds theoutput managementfunction. Otherwise there were no structural changes to the database schema.- There have been adjustments in the primedocs Connect environment which may affect existing implementations.
App
- NEW When generating documents via Teams/SharePoint/OneDrive, the desired file name can now be specified
- FIXED Document language dropdown shows content in English instead of the UI language
- FIXED Buttons in the toolbar (‘Save’ etc.) were not aligned correctly in the mobile view
AI
- NEW AI responses are now also formatted in the expected response style for lists and tables in the preview.
Word/PowerPoint/Excel-AddIn
- NEW primedocs now also supports dark mode in Office
Word-AddIn
- NEW It is now easier to send documents directly as PDF or .docx files
- FIXED Better logging when updating in an open document
- FIXED Performance improvements when starting Word
- FIXED The language of the snippet task pane is based on the document language of the document at startup
Word-AddIn (Classic)
- FIXED In the “Send e-mail” function, configured e-mail addresses were ignored in the configuration - this has now been corrected.
Outlook-AddIn (Classic)
- FIXED An error occurred when sending e-mails with “Loop” or “Survey” components.
Document Engine
- NEW
$.formatNumber-API: Decimal separators and the thousands separator can be configured via an additional method. - NEW The JavaScript interpreter library Jint has been updated to the latest version 4.
- NEW The whitelist for the elements of a
WordContenthas been extended. - FIXED Field names are now specified more precisely in error messages, which speeds up troubleshooting.
- FIXED Correction of a
FormattedTexttoWordContentconversion, which led to an incorrect order of the elements.
Client
- NEW New function: “Output management”
- This function can be used to define actions that are offered to the user during document creation. An action can be, for example: Save the document to this location.
- The actions are defined in the
primedocs commands syntax, i.e. files can be saved, opened or sent to a web endpoint. - This function can also be used to create mail merge documents.
- Example configuration:
<OutputConfiguration>
<DesktopSeriesOutput Name="Save">
<Commands>
<SaveFile FileName="C:\temp\test.pdf" CreateFolder="true">
<Document Conversion="Pdf" />
</SaveFile>
</Commands>
</DesktopOutput>
<DesktopSeriesOutput Name="SeriesOutput">
<ForEach>
<SeriesTextReplacer Name="ReplaceCounter">
<Current Text="$counter" Format="N3" />
</SeriesTextReplacer>
<Commands>
<SaveFile FileName="C:\temp\MyTest\Test_Document_of_Series_Output_$counter.pdf" replacer-FileName="ReplaceCounter" CreateFolder="true">
<Document Conversion="Pdf" />
</SaveFile>
</Commands>
</ForEach>
...
</DesktopSeriesOutput>
...
</OutputConfiguration>
- NEW Outlook editor for e-mails and signatures for Outlook (new): Dynamic adjustment of editor heights based on window size
- FIXED The ‘tray menu’ with the selection of installed modules has been removed, as this usually led to confusion. AddIns can be activated/deactivated via the Office functions.
- FIXED Various corrections to translations and texts
- FIXED UI corrections (adjustments to icons and placement of elements in the user/profile administration.
- FIXED Correction for ‘Export for external systems’ - there was an error message when exporting.
Connect
- ❗ Attention: Various elements/attribute names have been adjusted (
FilenamebecameFileName) - NEW Commands can now dynamically access fields, e.g.
<SaveFile field-Name="StoragePathFromForms">...</SaveFile>
```xml
- NEW Client Template Picker: Show “Favourites” (and “Recently used”) as a group
- NEW Generated files or reports can be sent to a web endpoint via `InvokeUrl`.
- NEW In addition to the `document`, the current status of the document generation can also be accessed via `Report`. This is interesting for error handling and integration into other systems.
- FIXED Correction when dealing with `ObjectCollection`'s & Connect if no `SelectedObject` has been defined.
<a id="webapi"></a>
## WebApi
- FIXED Correction of the error when starting the WebApi “The WebRootPath was not found...”
- FIXED The WebApi now supports the field scheduling feature when writing new field values.
- FIXED Simplification of the versions in the Swagger
<a id="ids"></a>
## IdS
- FIXED `ConsumedTokens` are now removed from the database
<a id="datasourceadminapp"></a>
## DataSourceAdminApp
- NEW If the attribute `databaseLoggingEnabled=true` is activated via `primedocs.config`, errors and warnings from the server applications are written to the database. There is now an extra logging tab in the DataSourceAdminApp to view the entries.
- FIXED Linking of the “DataSource” view was not correct in the HealthMonitor
- FIXED The message “Model Hash in Database...” has been removed because it was no longer needed.
- FIXED The Smuggler now writes log information when importing
- FIXED Log information is now written when importing via DacPac
- FIXED When applying a “Profile Sharing Policy”, it could happen that new external profiles were not recognised correctly during a “Delta Sync” (i.e. the client already has a cache and synchronises new data).
- FIXED When applying a “Profile Sharing Policy”, “primedocs Groups” were previously ignored.
<a id="database-change"></a>
## **Database change**
- NEW `Output management` document function has been added.
<a id="usersync"></a>
## UserSync
- FIXED When using the SqlSyncSource, the ResultMapping was previously ignored.
<a id="service"></a>
## Service
- FIXED Perform SQL performance improvements to `FieldService`
- FIXED With very long organisational unit names, an error message occurred when writing the log entry
- FIXED Profile shares via group memberships were not recognised by delta synchronisations
- FIXED Improvement in handling “field scheduling” and blobs
- FIXED An error occurred when overwriting an image via user/profile administration
<a id="infrastruktur"></a>
## Infrastruktur
- NEW Connection reliability for database connections and queries improved according to [Microsoft best practice](https://learn.microsoft.com/en-us/ef/core/miscellaneous/connection-resiliency).
<a id="installer"></a>
## Installer
- NEW The standard installation now only installs the “Common AddIn”. For customers who use classic templates, the “classic Word AddIn” can still be installed.
---
<a id="40300240-2024-11-05"></a>
# 4.0.30024.0 (2024-11-05)
<a id="word"></a>
## Word
- FIXED “Protected View” prevents the text module task pane from being displayed
- FIXED Exception (in “TrackedTaskPane”) when opening external Word document with ContentControls
- FIXED External document with SmartArt generates “TrackedTaskPane” exception
<a id="powerpoint"></a>
## PowerPoint
- FIXED PowerPoint function “Design migration”: specific slide leads to corrupt presentation
<a id="outlook-classic"></a>
## Outlook (classic)
- FIXED PowerPoint function ‘Design migration’: specific slide leads to corrupt presentation
- NEW SentOnBehalfOfName & Automatic profile change when using shared e-mail inboxes. Can be set via `OutlookFeatureConfig` in the DataSourceAdminApp:
Server
- NEW Multiple tenants on one database by removing the Azure Tenant Id from the database
- FIXED Old jQuery library removed from App/Connect
Document Engine
- NEW Ignore “outermost” WordContent field when updating in the open Word document via an additional attribute (
word-UpdateBehavior=”disable”)
<FormattedText Name="MyFormattedText" word-UpdateBehavior="disable">
...
</FormattedText>
<WordContent Name="MyWordContent" word-UpdateBehavior="disable">
...
</WordContent>
- NEW
SnippetPlaceholder: Placeholders can now receive references to other fields in addition to values, e.g. to keep form fields updatable via$.getReference
// until now:
$.snippets.getWordContent("MyKey", { PlaceholderName: $.getText("Forms.Something") })
// now also works:
$.snippets.getWordContent("MyKey", { PlaceholderName: $.getReference("Forms.Something") })
- NEW
SnippetPlaceholder: Enable the insertion of WordContent ("Snippets in Snippets")
<WordContent Name="OverallContent" word-UpdateBehavior="Disable">
<Code>
<![CDATA[
function main() {
return $.snippets.getWordContent("OverallContent", {Content: $.getReference("OverallContentLevel1")});
}
]]>
</Code>
</WordContent>
<WordContent Name="OverallContentLevel1" word-UpdateBehavior="Disable">
<Code>
<![CDATA[
function main() {
return $.snippets.getWordContent("OverallContentLevel1", {Content: $.getReference("OverallContentLevel2")});
}
]]>
</Code>
</WordContent>
<WordContent Name="OverallContentLevel2">
<Code>
<![CDATA[
function main() {
return $.snippets.getWordContent("OverallContentLevel2", {Content: $.getReference("Forms.Subject")});
}
]]>
</Code>
</WordContent>
```xml
- NEW Static hyperlinks are now supported in WordContent
- NEW FormattedText tab support via `<custom-tab />`
- NEW InlineWordContent field type via `<InlineWordContent Name="..." />`, which supports formatting that can be used “inline” within an existing paragraph.
- NEW $.formatNumber API (`$.formatNumber($("FormsPrize), "n2");`)
- FIXED Fields: toLocaleString() handles decimal numbers incorrectly #5017
- FIXED JsApi: "lang" Property remove #5706
<a id="client"></a>
## Client
- FIXED TemplatePicker: Only classic templates (use of `primedocsConnectBridge` not possible)
- FIXED Error message after cancellation of language dialogue after TemplatePicker
- FIXED “External document” template is corrupt and could not be opened
- FIXED MessagePack moderate severity vulnerability fixed
- FIXED Client crashes when clicking on Import template file in template editor of (Outlook (new)) Signature
<a id="ai"></a>
## AI
- NEW WebApp: Improve/expand configuration options for AI interface (prompts). Setting via the DataSourceAdminApp
Dev / Server
- FIXED IdS: New Duende licence key deposited
- FIXED Error with Microsoft Graph authentication for single tenant configurations
- FIXED Microsoft Security Advisory: System.Text.Json, System.IO.Packaging, System.Runtime.Caching
- FIXED Remove vite.js warnings
- FIXED Fix various npm vulnerabilities
DataSourceAdminApp
- FIXED Extend clickarea for package export “Show subelements”
- FIXED DacPac export marked as “recommendation”
Connect
- FIXED Connect Data: ObjectCollection leads to error when updating
App
- FIXED System.NullReferenceException: AuthToken is null for App
- FIXED Switching between external profiles breaks UI for data queries
- FIXED Tab + Info Icon: No hover/no display
- FIXED Rive app is loaded from unpkg.com
4.0.30013.0 (2024-09-30)
Client
- FIXED Classic templates: Document parameter causes error message
- FIXED Better logging for
Existing List Data Provideradded - FIXED Wording / spelling / grammar corrections
Connect
- NEW Client cache under
%LOCALAPPDATA%instead of%APPDATA%by default - NEW All registry controls can now also be set via MSI parameters
- FIXED LogEntry for document generation: Not created on Connect (server-side)
- FIXED LogEntry for document generation: Is not created for Connect (client)
App
- NEW App / WebApi: Multilingualism is taken into account in the previews
- FIXED Fyling Focus Javascript file had an incorrect link
- FIXED Opening templates results in errors if no default language has been defined in the settings
DataSourceAdmin / HealthMonitor (Dashboard)
- NEW SQL Compatibility Level is now checked in the HealthMonitor and displayed in the DataSource Admin in the Info tab (at least level 130 must be given)
- NEW Remote client cache resets can be requested via the ClientCacheResetMarker
Installer
- FIXED Missing version information added to all .dll files
- FIXED ADMX setting for
AccessibilityFocusNonInteractiveElementswas missing
Installer-App
- FIXED New product name “primedocs desktop” too long for installer window