Discover the Latest Apsona Enhancements
We’re excited to bring your organization the latest Apsona upgrades, featuring improved performance, enhanced reliability, stronger security, and powerful new capabilities designed to improve your day-to-day workflows.
This release includes faster document generation, improved PDF and merge functionality, workflow enhancements, and platform improvements that help your team work more efficiently and reliably.
Upgrade Process
Access to these new capabilities requires an Apsona version upgrade. Our team will upgrade both your Production and Sandbox orgs to the latest version and manage the entire process for you.
No configuration changes are required, and there will be no impact on your existing workflows, templates, or business processes.
We’re excited to bring your organization the latest Apsona upgrades, featuring improved performance, enhanced reliability, stronger security, and powerful new capabilities designed to improve your day-to-day workflows.
This release includes faster document generation, improved PDF and merge functionality, workflow enhancements, and platform improvements that help your team work more efficiently and reliably.
Upgrade Process
Access to these new capabilities requires an Apsona version upgrade. Our team will upgrade both your Production and Sandbox orgs to the latest version and manage the entire process for you.
No configuration changes are required, and there will be no impact on your existing workflows, templates, or business processes.
More Reliable
14+ bugs resolved across doc gen, imports, and merges. A cleaner, more stable foundation for your data.
More Capable
Template previews, searchable selection, and upgraded engines. Meaningful new features built for scale.
Most Secure
Compliance hardening and regional data residency. Built for organizations where security is non-negotiable.
Preview document templates
Before executing any merge action, you can now preview the full output. This eliminates the risk of sending incorrect documents in high-volume communication runs.
Searchable template selection
Dropdowns now include search and filter by name. Removes the need to scroll through long lists, allowing teams to configure merges faster.
Compliance backend upgrades
Hardened infrastructure to meet evolving compliance standards. proactive updates ensure Apsona runs on a more resilient foundation.
Improved image handling in Rich Text
Embedded images render at consistent, correct sizes without manual layout adjustments.
Enhanced docx-to-PDF conversion
Resolved issues with table rendering and paragraph spacing for high-fidelity layouts.
Special character handling in templates
Resolved corruption issues for international naming conventions and formatted numeric fields.
Excel merge for sub-lists
Single-record limitation resolved; now supports full multi-record runs correctly.
- Word document page breaks in Microsoft 365 — Fixed
- Import popup blocking subsequent workflows — Fixed
- Timestamps missing from merge output file names — Fixed
- Email merge with sublists generating duplicate tables — Fixed
- Hyperlinks in rich text not working in Word/PDF — Fixed
- HTML line breaks in formula fields ignored in merge — Fixed
- Rich text formatting lost in merge mail results — Fixed
- Error during import/export (MassEd → Event Registration) — Fixed
- Salesforce timeout causing white screen in Apsona — Fixed
- Record type filter not working in Apsona tab in LMO — Fixed
- Data visualization discrepancy fiscal vs. calendar year — Fixed
- Match CSV results inconsistent with in-app results — Fixed
- Invoice checkbox for TOS not enabling Print and Pay — Fixed
- Custom permission sets within groups — Fixed
EU server residency
Configure Apsona to route through European servers to ensure GDPR alignment and regional data governance.
Frequently Asked Questions
Will this upgrade cause any downtime?
No. The upgrade is designed to run without disruption to your day-to-day operations. Your team can continue using Apsona and Salesforce as usual throughout the entire process.
Do we need to take any action before or after the upgrade?
No action is required from your side. The Apsona team will handle the entire upgrade process, including deployment and validation. You can focus on your work while we manage the technical details.
Will this impact our existing workflows, templates, or configurations?
No. Your current setup—including document templates, workflows, saved views, and automations—will continue to work exactly as expected. This release focuses on improving the underlying systems and infrastructure, not changing your existing configurations or processes.
Is this backward compatible with our current version?
Yes. The upgrade is fully backward compatible. Everything you are currently using will continue to function seamlessly, with added improvements in stability and performance behind the scenes.
Will there be any visible changes for users?
Most improvements are behind the scenes (performance, reliability, and security enhancements).
You may notice:
- Faster processing times
- More reliable document generation
- Improved accuracy in outputs
New features are additive and do not change how existing features work.
What happens if something doesn't work as expected?
In the unlikely event of any issue:
- Please reach out to support@apsona.com and we will immediately investigate
- We will work to resolve the issue as quickly as possible
- Our support team will stay closely engaged to assist you throughout and after the upgrade
Is our data secure during this process?
Yes. Data integrity and security are a core part of this upgrade. This release includes additional backend hardening and compliance improvements, ensuring your data remains safe and secure throughout the upgrade process and beyond.
What if I am not interested in these changes?
If you are not interested in those changes feel free to fill this form in details and we will connect with you to exclude the feature during our release. Click Here
Need a guided walkthrough?
Our support team is here to help you get the most out of these new capabilities.
Write to us anytime at support@apsona.com.