Changelog Entries - 2026

This help topic encompasses new features, enhancements, and defect corrections covering all aspects of your hosted environment, including Expere Document Services. Expere Engine, DocViewer, and Print Fulfillment (for Delivery users).

July

Expere Engine: Limits and Fees Policy Fee Data Merge Consistency
  • Type: Enhancement
  • Reference: PBI 902378
Summary: The Limits and Fees policy merge has been enhanced so that when submitting transactions with multiple accounts (e.g., checking and savings) and fee details, duplicate fee data no longer appears in the Limits And Fees Disclosure document.
Expere Engine: Case sensitivity behavior enhanced
  • Type: Enhancement
  • Reference: PBI 950286
Summary: Product matching logic in Expere Engine has been updated to disregard case sensitivity when values differ between that of the Expere transaction and Default Data.
Expere Document Services Landing page: STS user guide link added
Summary: The STS user guide (Security Administration) can now be accessed from the Expere Document Services Landing page.
Monthly component updates
  • Type: Maintenance
  • Reference: PBI 916354, 952420, 942935, 943406, 950855, 942933, 951934
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades:
    • jackson-core
    • Apache Log4j
  • Maintenance Upgrades:
    • WildFly
  • Additional upgrades: source code was scanned to locate and resolve additional security vulnerabilities and quality defects for the following:
    • Expere Document Services
    • DocViewer
Note: No user action is required.

June

EZTransform2: Transaction Compression and Encoding Support
  • Type: Feature/Enhancement
  • Reference: PBI 945602
Summary: You can now submit transactions to EZTransform2 as base64-encoded ZIP files, allowing you to transfer larger XML and JSON transactions to Document Generation Services without hitting Salesforce request/response size limitations.
Expere Engine: Dynamic Merge PDF Support for CompliEditor Policies
  • Type: Feature/Enhancement
  • Reference: PBI 943348
Summary: Updates were made to support the ability to generate merged PDF's for CompliEditor. Expere Default Data REST APIs were updated to return an outputDocumentId for each policy type in the DefaultData.xml file.
Expere Document Services Tool Suite: Content Security Policy Header in Report-Only Mode
  • Type: Feature
  • Reference: PBI 949164
Summary: A Content-Security-Policy-Report-Only header has been added to the custom header middleware in the Expere Document Services Tool Suite application to introduce a baseline Content Security Policy (CSP) for evaluation. The CSP policy was designed to restrict resources such as scripts, styles, images, and fonts to safer domains, starting with default-src 'self', with scripts and styles only allowed from self or trusted sources, and images/fonts similarly scoped.
Note: No additional action is required at this time.
DocViewer TestWebApp: Virus Scanning for Uploaded Files Implemented
  • Type: Enhancement
  • Reference: PBI 865475
Summary: Virus scanning capability has been implemented for files uploaded to DocViewer TestWebApp.
Expere / eOriginal: schema 26.2 updated for use with SmartSign Plus® and SmartSign Web
  • Type: Enhancement
  • Reference: PBI 876527
Summary: The eOriginal Schema has been updated 26.2 for use with SmartSign Plus® and SmartSign Web.
Note: No user action is required.
Expere Engine: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 944869, 944871, 944873, 944875, 916346, 950619, 950615, 946264, 946266, 949552
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades:
    • System.Security.Cryptography.Xml_<version #>
    • dotnet/AspNetCore
  • Maintenance Upgrades:
    • Amazon Corretto Java
  • Additional upgrades
    • Expere Document Services Tool Suite and DocumentService source code was scanned to locate and resolve additional security vulnerabilities and quality defects.
Note: No user action is required.
WCAG: List Language Tagging Consistency Restored in Tagged PDFs
  • Type: Defect Correction
  • Reference: PBI 948577
Summary: An issue was resolved where <Lbl> and <LBody> tag tree elements in English content were incorrectly marked when included in Spanish-language PDFs. These tag tree elements, along with all <L> tag tree elements, now correctly display English (en) in the Adobe Acrobat Properties dialog when right-clicking on the appropriate tag tree element, helping ensure accessibility standards (WCAG and ADA) are met in generated documents.
Expere Engine: Inter Vivos Trust Document Rendering Updated to Prevent DataItem Key Collisions
  • Type: Defect Correction
  • Reference: PBI 932190
Summary: The rendering logic was updated to resolve key collisions for Trust and Borrower data items in Inter Vivos Trust eNote generation. If trustee and borrower are the same, unique XPath indexing is applied to prevent document rendering errors.
What's Changed? Data item key collisions for Trust and Borrower fields were remediated, enabling successful rendering of VA Form 3200 Inter Vivos Trust eNote when trustee and borrower are identical persons.
Impact: You can now generate Inter Vivos Trust eNotes in Expere SmartDoc without encountering rendering failures caused by data item XPath collisions.

May

Expere: SmartSign Plus® integration: tag name behavior updated
  • Type: Feature
  • Reference: PBI 938579
Summary: Expere was enhanced to allow unlimited characters for SmartSign Plus tag names.
Document Service: Multi-notary routing metadata added to fillable checkboxes and text fields
Summary: Fillable checkboxes and text fields were enhanced on notary pages to include the LinkToSignerIdentifier element, assuring proper association with specific notary groups in multi-notary signing workflows. These identifiers are now included in the REST response for FillableCheckbox and FillableText elements, matching the behavior of notary signature fields.
Impact: If you process multi-notary documents using the REST API, fillable checkboxes and text fields on notary pages now return routing metadata that allows you to correctly associate each checkbox with its corresponding notary group. This ensures consistent field mapping across all notary field types without requiring document re-authoring.
Technical notes (REST users): see below for the DocumentService Swagger > FillableFieldSet > FillableText code snippet (Note also that linkToSignerIdentifier is also present in the FillableFieldSet > FillableCheckbox schema):

FillableFieldSet{
    fillableText	[
        nullable: true
        Gets or Sets FillableText

    FillableText{        
        xCoordinate*	[...]
        yCoordinate*	[...]
        fieldName	[...]
        toolTip	[...]
        pageNumber*	[...]    
        sequencing	[...]
        id	[...]
        emailAddress	[...]
        mandatory	YesNoEnum[...]
        width	[...]
        height	[...]
        fontSize	[...]
        numberOfCharacters	[...]
        fontName	[...]
        fieldType	FillableFieldTypeEnum[...]
        fieldText	[...]
        horizontalAlignment	HorizontalAlignmentEnum[...]
        underline	[...]
        multiLine	[...]
        signatureUniqueIdentifier	[...]
        linkToSignerIdentifier	[...]
EZTransform: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 942445, 942443, 942441, 942439, 888171
Summary: As part of a regular cadence to review and upgrade any items used by EZ Transform for security issues and component upgrades, we have made applicable component updates.

April

Expere: SmartSign Plus® integration
Summary: as part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented for the April release:
  • New XPaths created to support signing order (PBI 909030): integrators can now pass in custom participant information through the use of the following new XPaths:
    • /Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields
    • /Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField
    • /Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField/Name
    • /Txn/EOriginalSSPlusParticipants/EOriginalSSPlusParticipant/CustomFields/CustomField/Value
    See Expere - SmartSign Plus® Integration Guide - Expere Transaction XPaths for eOriginal > Participants Collection for more information.
EZTransform2: transformation behavior enhanced
  • Type: Enhancement
  • Reference: PBI 932832
Summary: With this enhancement, transformation failures no longer occur when encountering empty string conversions in stylesheets.
Expere Document Services Web Services Guide: endpoints updated
Summary: The Expere Document Services Web Services Guide has been enhanced to include updated Customer Test and Production endpoints for our EZ Config applications. Additionally, we have removed our Disaster Recovery endpoints help topic with the advent of Production A and B regions.
Expere Document Services: Virus Scanning for Uploaded Files Implemented
  • Type: Enhancement
  • Reference: PBI 825779
Summary: Virus scanning capability has been implemented for files uploaded to EDS.
EZTransform2: Base64 data processing enhanced for whitespace handling
  • Type: Enhancement
  • Reference: PBI 934133
Summary: EZTransform2 has been enhanced to automatically remove any carriage returns or spaces from the base64-encoded stylesheets contained. EZTransform2 will now sanitize all base64 stylesheet strings which contain white space characters.
Expere Engine: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 931183, 931551, 932476, 931842
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades:
    • dotnet/AspNetCore
    • Microsoft.VisualStudio.Web.CodeGeneration.Design
    • mganss/HtmlSanitizer
  • Maintenance Upgrades:
Note: No user action is required.

March

Expere: SmartSign Plus® integration
  • Type: Enhancement
  • Reference: PBI 904355, 918982
Summary: As part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented for the March release:
  • Authentication version updated (PBI 904355): The SmartSign Plus® authentication has been updated from version two (2) to version three (3).
  • Data scrubbing enhanced for participant and mailing information (PBI 918982): Scrubbing functionality was enhanced to remove participant container and mailing request data from transactions, ensuring related fields receive consistent scrubbed values so transactions can run successfully after scrubbing.
Expere / SMARTDoc: behavior enhanced to support additional Signer
Summary: The SmartDoc output now supports a user-requested scenario where the user signing in both an individual and trustee capacity is the same signing entity. This behavior is made possible by the addition of a second <SIGNER> element in the SmartDoc container / header, for example: 

<SMART_DOCUMENT xmlns="http://www.mismo.org" MISMOVersionIdentifier="1.02" PopulatingSystemDocumentIdentifier="FNMA_3200" _ID="ENOTE" xmlns:emrtg="http://www.mismo.org" xmlns:xlink="http://www.w3.org/1999/xlink">
  <HEADER _ID="Head01">
    <DOCUMENT_INFORMATION MustBeRecordedIndicator="False" NegotiableInstrumentIndicator="True" SMARTDocumentCategoryType="1" _FormNumberIdentifier="3200e" _StateType="Signed" _Type="Note"/>
    <SIGNATURE_MODEL>
   <SIGNER AreaIDREF="Borrower1SignatureArea" DataIDREF="Data01" SectionIDREF="BorrowerSignatures" SignatureIDREF="Borrower1SignatureImage" SignatureType="Image" TargetsIDREFS="View01" _RoleType="Borrower" _SignatureOrderNumber="1"/>
   <SIGNER AreaIDREF="Borrower1SignatureArea" DataIDREF="Data01" SectionIDREF="BorrowerSignatures" SignatureIDREF="Borrower1SignatureImage" SignatureType="Image" TargetsIDREFS="View01" _RoleType="Other" _RoleTypeOtherDescription="IntervivosTrustee" _SignatureOrderNumber="1"/>
    <SIGNER SignatureIDREF="TamperSealer01" SignatureType="DigitalSignature" TargetsIDREFS="Head01 Data01 View01 AuditTrail01 BorrowerSignatures TamperSealer01_DTS" _RoleType="TamperSealer"/></SIGNATURE_MODEL>
  </HEADER>
EZTransform2: JSON transaction data supported
  • Type: Enhancement
  • Reference: PBI 892186
Summary: We can now accept transaction data in JSON format in addition to XML format.
Expere Document Services: Delivery-related methods removed
Summary: We have removed all Delivery-related methods and functionality from the DocServices > EDocServices API and the Expere Document Services Tool Suite.
  • DocServices > EDocServices API :
    • Deliver
    • SelectGenerateDeliver
    • getDeliveredImages
    • getDeliveryHistory
    • getDeliverySetup
  • Expere Document Services Tool Suite:
    • SERVICE page:
      • Select Generate and Deliver
      • Deliver
    • SUPPORT page:
      • Delivery Callback Status and Delivery Status Dropdown fields.
      • Delivery Status table column in Transaction List
    • SETUP page:
      • Delivery Setup and Delivery Status checkboxes removed from REST Callback Credentials section.
    • REPORT page removed
Expere Engine: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 832560, 917868, 891879, 927032, 927033, 929242, 916330
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades:
    • EntityFrameworkCore
    • Microsoft JDBC Driver for SQL Server
    • .NET (dotnet) /AspNetCore
    • mganss/HtmlSanitizer
  • Maintenance Upgrades:
    • FOP
    • Batik
    • Apache XML Graphics Commons
    • Amazon Corretto Java was updated to the latest available version.
    • WildFly was updated to the latest available version.
Note: No user action is required.
DocViewer: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 929699
Summary: As part of a regular cadence to review and upgrade any items used with DocViewer for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades
    • mganss/HtmlSanitizer
EZTransform: Monthly component updates
  • Type: Maintenance
  • Reference: PBI 917384
Summary: As part of a regular cadence to review and upgrade any items used by EZ Transform for security issues and component upgrades, we have made applicable component updates.
SmartSign Web: eNote redraw processing corrected
  • Type: Defect Correction
  • Reference: PBI 922850
Summary: We addressed an issue where a generic "object reference not set to an instance of an object" error was returned when processing a redraw request for an eNote with the same loan number.
What's Changed? SmartSign Web now correctly handles redraw requests for eNotes that share the same loan number as a previous transaction. Previously, when submitting a redraw request without destroying the original eNote in Expere, the system encountered an empty packet condition that caused a generic error.
Impact: You can now successfully process redraw requests for eNotes without encountering errors when using the same loan number, even if the original eNote was not destroyed through the standard Expere process.

February

Note: The following items were deployed on February 19 to the Customer Test environment and February 24 to the Production environment.
EZTransform: system performance enhanced
  • Type: Enhancement
  • Reference: PBI 905469
Summary: EZTransform was updated to enhance system performance.
Implementation Notes: This enhancement is available in the supplemental February CT and Production release.
Note: The items below were deployed as part of the original February CT release.
Expere: SmartSign Plus® integration
Summary: As part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented for the February release:
  • Document delivery suppression for unmatched participants (PBI 908239): document package generation was enhanced to suppress delivery of document instances when their discrete party IDs or signature sections are not found in the participant collection. This prevents unmatched documents from being delivered or reassigned to other participants.
    What's Changed?
    • When a document instance has a discrete party ID or signature section not found in the participant collection, it is now completely suppressed from delivery
    • Documents with at least one matching participant ID are now only assigned to those specific participants
    • eSign documents without all required signers are automatically converted to paper format
    • Status messages now provide clear warnings about undelivered documents or conversion to paper format

    Impact: this change ensures that only valid participants receive their intended documents, improving document delivery accuracy and preventing potential errors from unmatched document instances.

For more information, refer to SmartSign Plus Feature Guide: Expere Transaction XPaths for eOriginal.
Expere: Improved Embedded PDF Overflow Handling
  • Type: Enhancement
  • Reference: PBI 879531
Summary: Embedded PDF generation behavior has been enhanced so that when text fits within the original field and does not require an overflow page, no forwarding messages are necessary (such as "See Attached").
What's Changed?
  • Embedded PDF generation now matches Static PDF behavior when handling fields with ContinueOnOverflowPage behavior
  • Forwarding messages no longer appear when text fits entirely within the source field
Impact: This change improves consistency between Static and Embedded PDF output and prevents unnecessary forwarding messages from appearing in documents.
Expere Engine: Monthly Component Updates
  • Type: Maintenance
  • Reference: PBI 909766, 904315, 837965, 881041, 836365, 917866, 914302
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following:
  • Security Issue Upgrades:
    • WireMock.Net
    • ASP.NET / ASP.NET Core
    • azure-sdk-for-net
    • System.Formats.Asn1
    • Log4j2
  • Maintenance Upgrades:
    • Amazon Corretto Java was updated to the latest available version.
    • WildFly was updated to the latest available version.
Note: No user action is required.
Expere Engine: File extension handling corrected for mixed document packages
  • Type: Defect Correction
  • Reference: PBI 916542
Summary: it was reported that commercial packages containing a mix of static and dynamic documents displayed an RTF extension for these documents, regardless of the actual file type generated. Now, appropriate file extensions (RTF or PDF) are correctly displayed based on document type.
What's Changed?
  • The InstanceFileName in the XML response and document package now correctly reflects whether a document is RTF or PDF format.
  • Static documents properly maintain their PDF format when included in commercial packages.
  • Mixed document packages containing both RTF and PDF files now display the accurate file extensions.
Impact: This correction ensures that when you generate commercial packages containing mixed document types, the file extensions accurately reflect the actual document format, improving document handling in downstream processes.

January

Expere: SmartSign Plus® integration
Summary: as part of our ongoing work to integrate SmartSign Plus® with Expere, the following functionality has been implemented for the January release:
  • EOriginalVaultName and EOriginalTransactionTypeName noted as optional elements (PBI 875061): the SmartSign Plus Feature Guide has been updated to note that the following XPaths should be considered optional when passing these in a request:
    • /Txn/EOriginalVaultName
    • /Txn/EOriginalTransactionTypeName
  • Improved Handling of Package Destruction Requests (PBI 906301): the SmartSign Plus integration was enhanced to handle package IDs more gracefully in redraw requests.

For more information, refer to SmartSign Plus Feature Guide: Expere Transaction XPaths for eOriginal.
WCAG: Expere Engine enhanced to support embedded and Tagged .PDF's
  • Type: Enhancement
  • Reference: PBI 845003, 884956
Summary: as a part of our continued effort to create WCAG compatible documents we have updated the Expere Engine to now support the generation of Tagged .PDF documents. We will continue making enhancements to the Expere Engine for Tagged .PDF support, so check back for items being identified and corrected. As part of our continued work to support Tagged .PDF's, we have implemented enhancements to resolve the following WCAG-related changes in the January release:
  • Reference symbols / notes tagging behavior enhanced (PBI 845003): reference symbols (for example: "SM" or "*") and their related notes are now tagged using the <Reference> and <Note> tags, respectively, in the Adobe Acrobat tag tree for dynamic and Embedded PDF documents. This provides the user with proper context and allows them to navigate and interact with the data at their discretion.
  • <Lbl> tagging behavior enhanced (PBI 884956): the Expere Engine has been enhanced so that <P> tags are no longer present as child tags of <Lbl> tags in a tagged dynamic or Embedded PDF document.
Expere Document Services Toolsuite: Virus Scanning for Uploaded Files Implemented
  • Type: Maintenance
  • Reference: 865470
Summary: Virus scanning capability has been implemented for files uploaded through the EDS Toolsuite.
Expere Engine: Saxon-HE Library Updated
  • Type: Maintenance
  • Reference: PBI 891886
Summary: The Saxon-HE library utilized by Expere has been updated to the latest available version, ensuring the system operates with the latest XML processing capabilities.
What's Changed? The underlying Saxon-HE XML processing update applies to the Expere Engine, Hosted Expere environment, and Document Generation Services. Comprehensive regression testing and content comparison validation were performed to ensure system stability.
Impact: there is no discernable impact to the end user.
Expere Engine: Monthly Component Updates
  • Type: Maintenance
  • Reference: PBI 895847
Summary: As part of a regular cadence to review and upgrade any items used with the Expere Engine for security issue and monthly component upgrades, we have upgraded the following items to the latest version:
  • Amazon Corretto Java was updated to the latest available version.
  • WildFly was updated to the latest available version.
What's Changed? Core components of the Expere system were updated to ensure optimal security and performance. This is part of our regular maintenance schedule to keep the system current with the latest available versions of critical infrastructure components.
Impact: there is no discernable impact to the end user