3.3 Release Notes
Released 4/29/2025
Upgrade Notes
See Upgrade Paths when upgrading from other releases.
If using DocuFetch:
There is a new Enable DocuFetch checkbox you’ll need to check
Go to S-Drive Configuration->Micro Services and click
Configurenext to Configure DocuFetch IntegrationCheck the Enable DocuFetch box
There are new permission sets and a change to an old permission set. You may need to check your users' permissions
CHANGED: SDrive DocuFetch User permission set no longer has create/edit for templates and template items, but has read permission, so users can use templates to build requests but cannot create new ones or change existing ones.
NEW: SDrive DocuFetch Template Creator permission set allows users to create templates but not create requests. The two permission sets can be used together to allow users to create requests and templates.
NEW: SDrive DocuFetch Admin gives full permissions including view all/modify all for all DocuFetch objects
Note that if S-Drive is installed for all users, all internal users with custom profiles will be given CRUD on the 4 DocuFetch objects, and you may need to remove permissions if you want to restrict what users can do. The 4 objects are
SDrive Document Intake Request
SDrive Document Intake Request Item
SDrive Intake Request Template
SDrive Intake Request Item Template
If using Preview and Thumbnail:
We’ve implemented a change to how the P&T settings are saved. You’ll need to update your settings:
Go to S-Drive Configuration->Micro Services and click on Preview and Thumbnail configuration
Click the “Restore Previous P&T Settings” button.
New Features
New DocuFetch Template Management
Creating and managing templates for DocuFetch is now easier with a DocuFetch Template Management dedicated tab. Now templates can be created without first having to be on a record. Editing templates is clearer now with a separate UI for templates rather than editing templates within a DocuFetch request. You can still save a request as a template.
To manage templates, users can go to the Template Management area from DocuFetch Requests home or from App Launcher. See DocuFetch User Guide for more information.
From DocuFetch Template Management, users can create new templates, edit, share, clone and delete templates.
airslate integration with DocuFetch
We are now providingairslate with DocuFetch as an integrated solution to all your Document Management needs. Use airslate with DocuFetch to send documents out to users to review, fill in information, or sign.
DocuSign integration with DocuFetch
DocuSign was already available with S-Drive to send a file out for e-signature directly from an S-Drive file. Now it is integrated with DocuFetch as one of the e-signature solutions along with Formstack, AdobeSign and airSlate.
Desktop Experience Auto Updater
Desktop Experience can now be configured in S-Drive Configuration to automatically update users' Desktop Experience versions to the latest version. The latest version can also be updated just for the Admin for testing purposes.
Enhancements
S-Drive Enhancements
Upload Fields
Upload fields – fields that users see and populate on the upload page-- can be configured org-wide or on a user or profile basis just like the columns that are displayed in the S-Drive component. Prior to this release, they could only be configured the same way for everyone.
Bug Fixes
Fixed issues with large file upload failing when canceled or paused
Fixed upload error when switching tabs
Removed unnecessary buttons from public share page
Fixed Compact View preview
Fixed payment job error “job is locked”
Fixed custom setting name too long for Preview and Thumbnail
Fixed error when deleting large number of files
Fixed S-Drive previews on S-Drive detail page when in small area
Fixed issue with non-S-Drive users uploading Salesforce files
Deprecated
None
Retired
None