DocSpring updates
DocSpring updates
docspring.com

Configure Default Settings for Templates

 

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You can now configure the default settings for all new templates. You can also update the default settings for multiple existing templates. You can find these options on the new "Template Settings" page:

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You can configure default template settings that will be applied to all new templates that you create in the future:

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You can also use the form at the bottom of the page to apply these settings to any of your existing templates:

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For example, you can now update the Webhook URL for all of your templates at once.

Scheduled Maintenance for Database

We are currently experiencing some downtime while we update our server infrastructure. We were running an old version of Postgres (9.6) which is no longer supported, so we needed to upgrade Postgres to the latest version. This upgrade cannot be completed while the database is running, so we've needed to take it offline temporarily. Unfortunately this upgrade has taken a bit longer than we expected, but everything should be back up and running before too long. Sorry for the inconvenience!

DocSpring On-Premise now supports SSO (via OpenID Connect)

 

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DocSpring on-premise now supports SSO via OpenID Connect. This means that you can now use services such as Okta and Auth0 to manage user authentication for your DocSpring instance. DocSpring also supports authentication with Google Workspace.

Our OpenID Connect integration can be configured to automatically create new users in DocSpring and join a specific account. Alternatively, you can restrict access by only inviting specific email addresses, and then linking your DocSpring user via SSO. Please contact enterprise@docspring.com if you are interested in setting up the SSO integration, or if you would like more information about our on-premise license.

Sign in with Google

 

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You can now sign in to DocSpring using your Google account.

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If you already have a DocSpring account, you can visit your user profile page to link your Google account.

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We'll be adding some more authentication providers in the future, such as GitHub and GitLab. We'll also be rolling out support for two-factor authentication soon.

HTML Page Size and Margins

 

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You can now update the page size, portrait/landscape, and margins for your HTML templates. You can find these new options under template settings.

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Locked Templates

 

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We've added the ability to lock templates to prevent any updates.

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The "Lock" and "Unlock" options can be found in the "…" menu on the Templates page.


We are planning to add support for template versions in the future. In the meantime, you can use template locks and duplication to create a versioning workflow:

  • Lock your template before you start using it in production.
  • If you need to make any changes to the template, click "Duplicate" to create a copy of the template.
  • Add a version number to to your template name, e.g. "Template v2".
  • Make all of the necessary changes.
  • Generate some test PDFs from your dev or staging environment.
  • Lock the new template.
  • Update the template ID in your code or configuration files to start using the new template.

You could also create a folder for each template to hold all of the different versions.

View the documentation for Locked Templates.

Documentation for "Radio Button Groups" and "Divided Comb Fields"

 

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We've written some new documentation that shows how you can set up Radio Button logic for a group of checkboxes, so that only one checkbox can be checked at a time:

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You can create a radio button group with a String field that has multiple Field Options. Then you can create multiple checkbox fields with "Equals" conditions, so that a check mark is only shown when the field is a certain value. Radio buttons are just one of the things you can set up using these features. Note that you are not limited to "radio button" logic. You could also check multiple checkboxes for a single value, or set up advanced logic using regular expression conditions.


We've also added support for "Divided Comb Fields", which are commonly used for SSNs on government forms:

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You can now use DocSpring's "Comb Cells" and "Comb Offset" options to fill out these comb fields that are divided into multiple sections.

API Request Logs

 

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We've just added a new API Request Logs page, which should make it much easier to debug any problems with your API integration.

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If you ever run into any problems with API authentication, you can now check the API request logs to see what went wrong:

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We only record some general information about the API request by default. This includes the method (POST, GET), path, time, IP address, and response code.

If you want to log more information about your API requests, we have also added a new Log API requests and responses option to the Account Settings page. This option is unchecked by default.

You can enable this option to record the headers and request/response body in your API request logs:

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All API request logs are deleted after 7 days. You can also click the "Delete All Logs" button at any time to delete all your request logs.

Default Inactivity Timeout is Now 30 Days

 

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Previous versions of DocSpring included a default inactivity timeout of 1 hour. We included this timeout because many PDF templates and submissions can contain sensitive customer information.

Many people found the 1 hour timeout to be very annoying, so the default inactivity timeout has now been changed to 30 days. You can now configure this option in your Account Settings:

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We still recommend that you set your Inactivity Duration to 1 hour (or less) if you are sending us any sensitive information.

Thanks for using DocSpring, and please let us know if you have any feedback or questions!

DocSpring Has a New Design!

 

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Welcome to the new DocSpring web interface! Check out some screenshots below:


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Our new UI is built with the amazing Tabler.io UI framework. Tabler extends Bootstrap 4 with many high quality components and layouts. I really enjoyed working with Tabler, and I would highly recommend it! This new design foundation will make it much easier for me to continue improving the interface and adding more features.

I hope you enjoy using the new DocSpring interface, and please let me know if you have any feedback!