Version 1.3 (August 2026)
🔓 Open Interview
You can now reopen a HotDocs interview after it has been marked Complete, without disturbing the original interview record or its finished documents. This makes it easy to correct a mistake or bring in updated Salesforce data after an interview is already done.
- Open Interview action - A new action on completed interviews starts a new, linked interview so you can make changes - the original interview and its documents stay exactly as they were.
- Resume Interview action - Interviews that were closed before being finished can now be picked back up exactly where they left off.
- Choose how to start - When reopening a completed interview, choose to continue with your previous answers, merge in updated Salesforce data, or start over completely with current Salesforce data.
- Full history preserved - Every reopened interview is linked back to the original through a new Reopened Interviews related list, so you can always trace a document back to where it started.
🧹 Work Item Cleanup
HotDocs now automatically removes completed Work Items from the HotDocs Advance platform after an interview is finished and all assembled documents are downloaded to Salesforce. This enhancement helps keep your HotDocs environment clean without manual intervention.
- Automatic cleanup - Work Items are removed in the background for all new interviews. No configuration is required.
- Cleanup status tracking - A new Cleanup Status field on the HotDocs Interview record shows whether a Work Item is Pending, Cleaned, Failed, or Escalated.
- Retry and escalation handling - If cleanup fails, the system retries automatically. After reaching the retry limit, the interview is marked as Escalated for administrator review.
- Cleanup for existing interviews - A schedulable background job allows administrators to clean up Work Items from interviews created before this feature was introduced.
- Monitoring and reporting - Three new reports and dashboard components in the HotDocs Insights dashboard help you track cleanup status and document download health across your org.
New Object
HotDocs Error Log (HotDocs_Error_Log__c)
A new child object of the HotDocs Interview record that automatically captures details of failed Work Item cleanup attempts. Each error log record stores the error code, error message, Work Item ID, Interview record ID, and timestamp of the failed attempt.
New Fields
The following fields have been added to the HotDocs Interview object:
| Field Label | Type | Description |
|---|---|---|
| Cleanup Status | Picklist | Tracks the current state of the Work Item cleanup (for example: Pending, Failed, Complete). |
| Cleanup Failure Count | Number | Tracks consecutive cleanup failures. |
| Last Cleanup Attempt | Date/Time | Records the timestamp of the most recent cleanup attempt. |
| Last Cleanup Error | Text | Stores the error message from the most recent failed cleanup attempt. |
| Documents To Download | Number | The total number of documents to download for this interview. |
| Documents Downloaded | Number | The number of documents successfully downloaded into Salesforce. |
| Documents Failed | Number | The number of documents that failed to download. |
| Documents Download Summary | Text | A summary of download progress (for example, "3 of 4 downloaded · 1 failed"). Blank until the download process runs. |
| Reopened From | Lookup (HotDocs Interview) | Links a reopened interview back to the completed interview it was created from. Populated automatically by the Open Interview action. |
Updated Page Layouts
These must be manually updated in the object's respective page layouts.
HotDocs Interview Object >> All Page Layouts
Add a new section titled Work Item Cleanup with the following fields:
- Cleanup Status
- Last Cleanup Attempt
- Cleanup Failure Count
- Last Cleanup Error
Add the following field alongside your existing Work Group / Template fields:
- Documents Download Summary
Add the following field alongside your existing Account / Contact fields:
- Reopened From
Add the following related lists:
- HotDocs Error Log - recommended columns: Name, Operation, Source, Error Code, Attempt Number, Attempt Timestamp, Resolution (sorted by Attempt Timestamp, descending)
- Reopened Interviews - recommended columns: Name, HotDocs Document Template, Documents Download Summary, Status, Action
HotDocs Interview Object >> Lightning Record Page
If your org uses the packaged HotDocs Interview Record Page, the new Resume Interview and Open Interview actions already appear automatically. No action needed.
If your org uses a custom Lightning Record Page for the HotDocs Interview object, you'll need to manually add both actions to the action bar in Lightning App Builder, with the same visibility rules:
- Resume Interview - visible when Status = In Progress
- Open Interview - visible when Status = Complete
HotDocs Error Log Object >> Default Page Layout
Add the following fields to the Information section:
- Error Code
- Error Message
- Work Item ID
- Interview
- Attempt Timestamp
- Operation
- Source
- Resolution
- Attempt Number
Bug Fixes
- Resolved an issue where some of the assembled HotDocs documents would intermittently fail to download and attach to Salesforce records after interview completion.
- Resolved an issue where merged picklist fields displayed the underlying API name instead of the picklist value.
- Resolved an error that could occur when creating a mapping for a HotDocs template that includes a multiple-choice question with no answer options configured.
- Resolved an issue where date fields could render incorrectly in assembled documents when a user's time zone differs from the org's default time zone.
- Resolved an issue preventing some users from opening a document after it had downloaded successfully.
🔗 Multi-Level Relationship Mapping
You can now map related objects across multiple levels of the relationship hierarchy, with support for up to 5 levels of nesting. This enhancement enables more flexible data structuring and allows you to include deeply related data in your document generation.
New Features & Enhancements
⚡ Automated Workflows with Salesforce Flow
- A new "Assemble Documents" Flow Action allows you to trigger document generation automatically as part of a Salesforce Flow.
- Generate documents based on record-triggered events (e.g., when an Opportunity stage changes to "Closed Won") without requiring any user interaction with the interview.
- Includes a sample flow to help you get started quickly, providing a practical, pre-built example that you can clone and customize.
🔄 Automated Template Sync
- A background job automatically checks for new versions of your mapped templates and indicates which mappings are "Up-to-date" or "Out of date" to ensure your documents are always current.
Bug Fixes
- Resolved a performance issue in the HotDocs template mapping editor where the field picker would cause the browser to freeze. This occurred in Salesforce organizations with a large number of objects and fields, preventing users from inserting merge fields.
🚀 New Product Launch
The HotDocs for Salesforce integration provides a powerful, streamlined way to automate document creation, ensuring complex, customized documents are generated accurately and efficiently. Designed for organizations that rely on standardized templates, this integration connects HotDocs Advance directly to your Salesforce data, enabling record-driven document generation without leaving the Salesforce platform.
Key Features
⚙️ Seamless Setup & Configuration
- Configure a secure connection to your HotDocs Advance instance from a dedicated HotDocs Setup tab.
- Create and manage mappings that link HotDocs templates to any standard or custom Salesforce object.
🔗 Advanced Data Mapping
- Map data from the primary object, its parent records, and related lists (e.g., Contacts, Cases) to pre-populate interviews.
- Apply filters to related list mappings to precisely control which records are used for document generation.
- Efficiently manage large sets of template variables with built-in tools for sorting, filtering, and manually adding variables.
📄 Integrated Document Generation
- Launch interviews directly from any Salesforce record page with a configurable "Launch Interview" button.
- Generate documents with pre-populated data without ever leaving the Salesforce UI.
- View all generated documents and interview history in dedicated related lists on the record page.