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Salesforce apps by To A Finish

Four managed packages that run inside your own Salesforce org.

Simple Signature

Document creation and e-signatures in Salesforce

Address Verification

Clean, verify and geocode Salesforce addresses

Highlighter

Colors, renames or hides Salesforce fields

List Browse

Browse Salesforce records without list clicking

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Install, configure and roll out a TAF package.

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Written for admins, not for developers.

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Change log

What changed in each release

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Simple Signature Address Verification Highlighter List Browse Support Book a Demo
Simple Signature

Simple Signature change log

Every Simple Signature release, newest first. Each entry shows the version number, when it shipped and what changed.

Find the version you run

In Salesforce, open Setup. In the Quick Find box, type Installed Packages. Click Installed Packages. The Version Number column shows the version of each app.

This list starts at version 3.12, in 2017. Last updated 1 Oct 2026.

Version 5

5.8

Latest Major release Link

11 Sep 2026 to 28 Sep 2026 · last build 5.8.12

  • Certification of working in Salesforce Winter '27 (5.8.1)
  • New updates to the Implementation guide (5.8.1)
  • Updates and simplification of app stats (5.8.2)
  • Misc bug fixes
  • Fix on document name when using multiple templates (5.8.7)
  • Fix for request with multiple templates only sending the first one (5.8.12)

5.7

Major release Link

8 Jul 2026 to 1 Sep 2026 · last build 5.7.56

  • Removal of Connected App, introducing External Client App usage
  • Addition of Scheduled Apex job to refresh ECA's authorization
  • Revamped audit report PDF (Print button) to include touches and other info
  • New "Require Location" option to enforce collection of location when signing
  • Fixes for new External Client App connections using platform or community licenses
  • Fixes for Authentication issue with Sites
  • Fix for Signature Experience Import
  • Updates to support older code for custom Aura components
  • Support for requiring lookup fields on Signature forms
  • Fix to surface error screen when attempting to re-sign
  • New "Initials" parameter, requiring signer initials
  • Fix for rURL parameter
  • Misc bug fixes and code improvements

5.6

Major release Link

20 May 2026 to 3 Jun 2026 · last build 5.6.7

  • Security updates from latest Salesforce Security Review
  • New Feature: different Send From email addresses per Form Type
  • Security change from Connected App to External Client App for Google Docs API
  • Fix for Google Docs merges under certain conditions

5.0/5.1

Major release Link

7 Sep 2025 to 28 Apr 2026 · last build 5.1.57

  • New logo/branding colors
  • Revamped alerts when signing (warnings, errors, signature notices)
  • Required fields indication cleanup
  • Incorporation of fixes from security review
  • Fixes for security on Portal/Community users
  • Removed "display:flow-root" style due to bug in some orgs
  • Fix for duplicate signatures on a single form
  • Signature form width readjustment
  • HTML/Rich text support when merging data into Google Docs
  • Misc. UI Signature Form improvements
  • Salesforce Spring '26 release tested
  • Support to default Experience ID
  • FormType support for multiple signature URLs
  • Free version bug fix for loading issue
  • Fixed Google Docs preview bug with State/Country picklist orgs
  • Added support for the standard Knowledge object
  • Fix for PDF title set to Requested Form PDF name
  • Misc fixes

Version 4

4.30-31

Unreleased Link

9 Jun 2025 to 27 Aug 2025

  • Test Coverage Increase
  • Security Improvements for Security Review
  • Future planned components for v5.0

4.29

Major release Link

18 Mar 2025 to 19 Aug 2025 · last build 4.29.38

  • Fix for templates using Visualforce via the Templates object
  • requireduploads feature now pushing image to Rich Text fields
  • Matching new "optionaluploads" parameter added
  • Fix for multi-step requests with duplicate contact records
  • New "multisignature" parameter, allowing up to 5 signatures on form
  • Support for up to 5 signatures individually on Google Docs template
  • New "pdfheight" parameter in Google Docs preview on form
  • Fix for client editing of email template name (not label)
  • Cleanup Maintenance job fixes for preview PDFs
  • Error handling around 2MB file upload limit
  • Badly formatted URL parameter handling
  • URL Encryption Improvements
  • QR Code Generation on Signature Requests from Actions
  • Misc Fixes

4.27

Major release Link

14 Oct 2024 to 3 Jun 2025 · last build 4.27.45

  • App translated into: German, Spanish, French, Italian, Japanese, Korean, Dutch, Portuguese, and Chinese (Simplified)
  • New LW Flow Components
  • Google Docs Preview fix for Digital Experiences (Communities/Portals)
  • Final PDF in Digital Experience rights enablement
  • Maintenance Tab: Email Template dropdown
  • Maintenance Tab: Request Form dropdown
  • Maintenance Tab: Automated maintenance task description
  • Email Template fix for clients manually working on code
  • Salesforce API version update to 60.0+
  • Update to fix "must occur between <apex:form></apex:form> tags" error
  • Misc. Security Fixes
  • Implementation of numerical digit formatting for Google Docs
  • Handling of Preview PDF error when wrong Experience ID is used
  • Sunsetting of "Preload" functionality for Signature Forms

4.22-26

Unreleased Link

22 Aug 2024 to 11 Oct 2024

  • Refactoring and streamlining code, testing

4.21

Major release Link

14 May 2024 to 20 Nov 2024 · last build 4.21.26

  • Added Flow plugin "showattachmentid" file support (in addition to Attachments)
  • New "Logo Static Resource" and "Logo Style" settings for changing the signature page logo
  • New "Field Area" and "Signature Pad" CSS settings for changing width/placement of signature components
  • Added support for the "submissiontype" tabs inside the Flow plugin
  • Maintenance tab Re-Request fixes to work like "Re-Send" button on Signature
  • Automated Lead/Contact population on Step records based on Email address
  • Misc bug fixes
  • Embedded PDF fixes on Signature Request Site page
  • Other CC Email(s) field enablement for copying signature requests to other emails
  • Google Doc Preview changes
  • Experience ID fix for Signature Requests created outside app

4.20

Unreleased Link

23 Feb 2024 to 15 May 2024

  • Refactoring and streamlining code

4.19

Major release Link

6 Dec 2023 to 27 Apr 2025 · last build 4.19.45

Last release with Professional Edition support.

  • New requestedpdfnamepreview parameter for naming preview PDF attachments
  • New emailwithexternallimits parameter for emailing inside the 5,000 daily email limit (unconnected to leads/contacts)
  • New button to download PDF from signature page
  • New mobile signature page buttons
  • Added Education Cloud objects to available objects for Google Docs integration
  • Fixed non-Standard objects for Google Docs integration
  • Fixed business logic when using wet/paper option for signature pages
  • Fixed issue with email on Signature being different from parent Contact/Lead
  • Changed preview PDF on signature page to standard PDF browser embed
  • Re-enabled table filters in Google Docs templates
  • Complete re-review of all security around Signature Requests and fixes where needed to enforce compliance
  • Tweaked error management in Warnings tab
  • Added support for (nonstandard) creation of Signature requests in "Emailed" status
  • Fix for Signatures on some Android browsers in Mobile
  • Misc bug fixes
  • Fix for multi-step requests with duplicate contact records

4.16

Major release Link

24 Jan 2022 to 19 Feb 2025 · last build 4.16.115

Last version for Professional Edition.

  • Upload warning for files over 2MBs
  • New AutoAgree parameter for automatically agreeing to e-Signature
  • New SubmitButton parameter for changing the Submit button name
  • Google Docs Related List Sorting using #SORT
  • Google Docs Related List Filtering using #FILTER
  • Failed Merges now deleting Google Docs copies
  • Google Docs formatting of large text/HTML fields
  • Signature button to insert signature in Google Docs template
  • Counter Signature button to insert signature in Google Docs template
  • Date/Time time zone fix for related lists in Google Docs
  • "Not Approved" signature status support
  • Misc. Bug fixes
  • Noted Google Docs Native Integration deprecation
  • Added package version # to Configure page
  • Update to Salesforce API v60.0 for most package components

4.13

Major release Link

26 Nov 2021 to 1 Feb 2022 · last build 4.13.15

Also covers 4.14.x and 4.15.x.

  • Option to Regenerate PDFs for each Signature Step
  • New RequiredUploads parameter for requiring files to be uploaded when signing (BETA)
  • Translation feature to enable label lengthening and translation into multiple languages (BETA)
  • Required field improvements
  • Digital Fingerprint fix in Lightning Component
  • Misc. Bug fixes

4.12

Major release Link

10 Aug 2021 to 2 May 2022 · last build 4.12.49

  • Consolidation of tabs in the Configure page
  • New "Email Templates" tab in the Configure page, with WYSIWYG email editor for Custom templates
  • New "Signature Request" email template to be set as default for requesting email
  • New version of the Implementation Guide
  • Support for User Signatures in Visualforce PDFs
  • Misc. Bug Fixes
  • Re-authorization options in the configure page if the environment has changed
  • Required fields on the fieldset

4.11

Limited release Link

8 Jun 2021 to 8 Feb 2022 · last build 4.11.17

  • New FormType parameters for unique Legal Text and Signature URLs between ExperienceIds
  • New hideblankfields parameter, similar to hideblanks, but allowing specific fields only
  • New submission type parameter, enabling multiple signature methods
    • Topaz submission type, integration with Topaz signature pads (www.topazsystems.com)
    • None submission type, allowing for submission of form without a signature
    • Typed submission type, allowing for automated script from a typed name
    • Paper submission type, allowing for "wet" or "ink" signatures on paper and upload of document signed
  • New experienceId and parentId parameters for hard-coding Signature Pages
  • New ability to preview Google Doc in Lightning component before signing
  • Multiple bug fixes and performance improvements
  • Automated default settings on install
  • Changed "Use Files instead of Attachments" to default ON except in Legacy mode
  • Changed "Email Requested Signature with PDF Attachment" to default ON except in Legacy mode
  • Changed "Process Signatures In Page (Synchronously)" to default OFF except in Legacy mode
  • Changed "Create Lead on Save" to default OFF except in Legacy mode
  • New version of the Implementation Guide

4.5

Major release Link

10 May 2021 to 20 May 2021 · last build 4.5.2

  • New Labels for page and form custom verbiage
  • Pre-cached Form Elements for decreased VF page load time
  • Skip PDF Attachment field for Email Template PDF options

4.3

Major release Link

11 Feb 2021 to 21 Apr 2021 · last build 4.3.21

  • Automated Security Scan improvements
  • NEW Simple Signature NonAdmin permission set for non-admin users of the app
  • Mobile document generation updates for SFDC Spring '21 updates
  • Batch signature processing always if turned on (asynchronous processing only if batch off)
  • Professional Hosted Edition Embedded PDF upgrades
  • Professional Hosted Edition enabled field default values function (Firstname, Lastname, Email, Title)
  • NEW "preauthorized" parameter for skipping electronic signature confirmation in certain cases
  • New Checkboxes for True/False parameters in Experience Configuration
  • New Picklists for API fieldnames in Experience Configuration
  • Experience Configuration fixes for parameters with multiple API field names as values

4.2

Major release Link

4 Feb 2021 to 10 Feb 2021 · last build 4.2.3

  • API versioning updates
  • Twitter page deprecation
  • Install Script for Cleanup

4.1

Limited release Link

12 Jan 2021 to 3 Feb 2021 · last build 4.1.5

  • Expanded configuration warnings
  • Earliest Signature Date field, not allowing signature until given date
  • Expanded support for PDF embeds in Signature Forms in Flows

4.0

Major release Link

17 Oct 2020 to 28 Jan 2021 · last build 4.0.34

  • Locking down some Paid features (previously honor system)
  • New version of Implementation Guide
  • New Simple Signature 2.0 Connected App link
  • Automatic Contact Population on Opportunities with a Primary Contact Role (in Lightning)
  • Improved error handling
  • Professional Edition fixes
  • LW component lookup fixes for automatic lookups when using defaultfilterfield_ and defaultfiltervalue_ parameters
  • Fix for defaultfilterfield_ and defaultfiltervalue_ parameters in the Experiences
  • Template error fix when set to the wrong object

Version 3

3.139

Internal Link

30 Sep 2020 to 19 Oct 2020 · last build 3.139.11

A pre-release of version 4.0.

  • Security Scan Fixes
  • GA of Send Signature Requests from Org-Wide Emails

3.138

Link

1 Sep 2020 to 28 Sep 2020 · last build 3.138.17

  • Security Scan Fixes
  • Site Guest User Security restrictions
  • New Site Signature Connected App
  • New Google Template Merge field filters
  • New options in the Signature Report
  • Expire feature parameter
  • Visual Loading indicators
  • Improvements for Mobile PDF on sign page

3.136

Unreleased Link

30 Jul 2020 to 28 Aug 2020 · last build 3.137.8

  • Globalization of several parameters to allow custom copies of BasicSignaturePDF and printSignature pages

3.135

Unreleased Link

24 Jul 2020 to 27 Jul 2020 · last build 3.135.1

  • New Configuration Page, all Lightning
  • Additional Custom Labels in Lightning Components
  • New "eSignatureAgreement" Custom Label
  • New "fieldheader" parameter, allowing sub-headers in form
  • "Is Field Reference?" parameter change to allow multiple fields to populate, along with hard-coded values

3.134

Unreleased Link

16 Jun 2020 to 23 Jul 2020 · last build 3.134.23

  • Google Docs integration
  • Fix for sDocs to document-level merge
  • Integrated Templates and Process system
  • Full sDocs Template Integration
  • Flow Signature updates

3.132

Major release Link

30 Apr 2020 to 17 Sep 2020 · last build 3.132.21

  • Multiple Security Updates
  • Fix for duplicate emails on signature completion
  • Fix for multi-signature feature not working in some situations
  • EmbedPDF option fix for Classic forms

3.131

Link

21 Apr 2020 to 30 Apr 2020 · last build 3.131.1

  • Static Attachments for Signature Requests made easier with new field and "staticattachmentids" parameter
  • Apex Class Sharing Updates
  • Security Scan False Positive Notations

3.130

Link

8 Apr 2020 to 24 Apr 2020 · last build 3.130.6

  • Community Support for Files
  • Attachment PDFs embedded on Signature forms
  • new "showattachmentid" parameter to embed existing PDFs (static resources or attachments)
  • Email + Lastname + Firstname linking for Contacts and Leads

3.129

Link

19 Mar 2020 to 4 Apr 2020 · last build 3.129.1

  • Security Updates and improvements

3.128

Link

9 Mar 2020 to 17 Mar 2020 · last build 3.128.4

  • New Lightning-first Documentation
  • First release of Flow plugin
  • Attach file to Contact when not Parent object
  • Update to Signature linking based on Email

3.127

Link

3 Mar 2020

  • Removed Chatter Requirement for install
  • Lightning and LWC Form Updates
  • Send Email Template field

3.126

Link

9 Jan 2020 to 19 Feb 2020 · last build 3.126.21

  • LWC Signature Forms, Release 1
  • SignatureHandler duplicate fields SOQL Query fix
  • Fix for PDF Template not overwriting with default
  • Null error handling on import of experience IDs
  • Signature Publisher fix for multiple step processes
  • Android fix when returning from Signature in new Mobile App
  • Security updates

3.125

Link

25 Nov 2019 to 8 Jan 2020 · last build 3.125.9

  • New Custom Labels
  • Email Stats to Production
  • Surface Flow Errors
  • Dynamic Name field for Lookups
  • Permission Set tweak for Platform users
  • Second signature javascript update

3.124

Link

22 Nov 2019

  • Usage Statistics
  • Fix for blank signature
  • Fix for Print feature

3.123

Link

11 Nov 2019

  • Send From Org Wide Email Name

3.122

Link

7 Nov 2019

  • Lightning Popup Fix
  • New "Other Email(s)" option
  • New Send From Org Wide Email option

3.121

Link

14 Oct 2019 to 6 Nov 2019 · last build 3.121.16

  • IP Address Info
  • Step Status Timestamps and more

3.120

Link

1 Oct 2019 to 8 Oct 2019 · last build 3.120.2

  • Attachment ID field Populated and Attachment of Preview
  • CSRF Fixes
  • Quote Template Generation Restored
  • Code Review Updates
  • Lightning User Signature page Error Handling

3.119

Link

27 Aug 2019 to 30 Sep 2019 · last build 3.119.9

  • Removed CSRF requirement
  • Attachment ID population on requests

3.117

Major release Link

21 Aug 2019 to 12 Sep 2019 · last build 3.117.8

  • ParentLookup Field Updates
  • Step processing allows Signatures
  • Fix for some iPad alignment

3.116

Link

21 Aug 2019

  • Step Automation: email templates, updates, final PDF
  • Print Signature Improvements
  • Lead Creation Status Blank

3.114

Link

14 Aug 2019

  • Email Error Reporting Improvements
  • Send Email Error Reporting
  • Checking Email Limits

3.109

Link

11 Aug 2019

  • Tweaks to Multi-Steps
  • New FieldList field for longer forms

3.102

Link

2 Aug 2019

Intended for early adopters.

  • Changes on Multi-Contact signatures with Steps
  • User Signatures
  • BETA of Signature on PDF

3.101

Link

24 Jun 2019 to 1 Aug 2019 · last build 3.101.4

  • Signature Security Augmentation
  • Statistics
  • Expanded parameters for Request page (contactField, pdftemplate, templateName, statusdefault, destinationPage, rUrl, retURL, emailpdf, attachpdf, attachpdftoparent, requestedform, requestedPDFName, deleteSignatureAfter, dateRange, multistep)
  • Unified parameters
  • Security Updates
  • Fix DateTime Field Issues

3.100

Link

7 Jun 2019 to 16 Sep 2019 · last build 3.100.12

  • Unified Parameters
  • Lead Creation Duplicate Fix
  • embedded code instead of static resource

3.99

Link

3 Jun 2019

  • Test Classes for Import/Export Experiences
  • api6.ipify.org for Sites
  • New Tab Names
  • Default Parameters from Configuration

3.98

Link

10 May 2019 to 16 Jul 2019 · last build 3.98.3

  • Signature Experiences Import/Export
  • Error handling when IP website not in Remote Sites

3.97

Link

26 Apr 2019 to 15 May 2019 · last build 3.97.17

  • Contact populated from Primary Opportunity Contact Role if it exists
  • quotetemplateid parameter support for the Lightning Signature Form

3.96

Link

26 Apr 2019

  • Dynamic Update of Opportunity and Quote Line Items to the Signature IF fields exist

3.95

Link

19 Apr 2019

  • Removal of older signature forms (pre-VF component)
  • Signature Experiences, first release

3.94

Link

10 Apr 2019

  • Quote Header Fix
  • sDocsType parameter enablement for Lightning

3.93

Link

9 Apr 2019 · last build 3.93.1

  • Embeddable PDF in Canvas for Signature Pages (dynamic)
  • Removal of Quotes as a requirement
  • System Debug messaged for failed inserts of files and attachments

3.92

Link

5 Apr 2019

  • Embeddable PDF in Canvas for Signature Pages

3.91

Link

1 Mar 2019 to 3 Apr 2019 · last build 3.91.7

  • Permanent fix for object lookups (case sensitive issue)
  • Test Coverage increase
  • Bug Fix: Lightning Component field display
  • Lightning Component support hideBlanks matching VisualForce version
  • Call Email Signature Publisher Option for More than Guest Users

3.89

Link

7 Dec 2018 to 26 Feb 2019 · last build 3.89.11

  • Custom EmbeddedSignature page allowed: see on public site
  • Security: Signature Passwords enforced if provided in the Signature Password field
  • Security: Signature status enforced on signature requests, not allowing a signature if already signed
  • Security: Expiration Date enforced on signature requests if Expiration Date populated
  • Licensing update, internal changes.
  • Support for allowrequest=2, hiding the signature button and pad in Classic
  • Support for allowrequest=2, hiding the signature button and pad in Lightning
  • Fix for two signatures not displaying signatures correctly on PDF and embedded page
  • Stop sometimes emailing from Apex when option not selected
  • Bug Fix: Missing Emailed field in Signature trigger
  • Bug Fix: attachment being included from a File on the AttachmentID field
  • AttachmentId, Attachment2Id, Attachment3Id, Attachment4Id, Attachment5Id variables populated for Files
  • Bug Fix: Cancel button return when validation error is triggered
  • Signature Publisher support for some sandboxes
  • Bug Fix: Lightning Component redirection fix
  • Filters for Lookup fields on Lightning Forms
  • Cancel button fix for Lightning
  • Support for parent objects with same prefix (case sensitive)

3.88

Link

30 Oct 2018

  • Allow regular Signature page to update Clicked status
  • Removed need for Chatter

3.87

Link

29 Oct 2018

  • New multiple PDF fix
  • Update Clicked and Viewed fields if blank and status matches

3.86

Link

23 Oct 2018

  • Unified Signature Page for Sites

3.85

Link

22 Oct 2018

  • Signature Publishing via Email

3.76

Link

5 Oct 2018

  • Quotes Support
  • Phone Verification Usage

3.71

Link

24 Aug 2018

  • New Lightning Component

3.70

Link

6 Aug 2018

  • Phone Verification
  • Expanded lookup search to words inside a phrases

3.69

Link

9 Jul 2018

  • Print Signature field set update
  • Fixed deprecated fileuploads
  • Restrict batch signature runs on insert with synchronous option turned on.
  • Turned off restrictions on requests with no email.
  • Support for multiple signatures in code (SignatureIDs__c and Signature__c fields)

3.66

Link

7 Jul 2018

  • Attach PDF to Contact if Contact not Parent
  • Remove disabling button on email signature
  • Files Support
  • In-form requests
  • Dynamic field filters and population.

3.65

Link

8 Jun 2018

  • New CC Record Owner's Role Hierarchy
  • Fix for multiple parent lookups

3.64

Link

22 May 2018

  • Field Value object
  • Cancel working with parent object errors

3.63

Link

17 May 2018

  • Language no longer forcing standard values
  • Multiple Signature records visible to VF pages

3.62

Link

14 May 2018

  • New ForceOverwrite field
  • Hiding "No" value parameters passed in
  • Fix of Setup Page License Creation
  • rUrl Fix for external websites

3.61

Link

13 May 2018

  • New version of Field Updates with SaveValues class
  • Values of "No" will now show up in fieldset
  • Fixed for European Dates

3.60

Link

11 May 2018

  • NULL value fix for default value custom settings

3.59

Link

9 May 2018

  • Field Updates custom setting functionality
  • New hideBlanks parameter

3.56

Link

1 May 2018

  • New "ParameterField" parameter for formulas

3.50

Link

11 Apr 2018

  • New options in the configure page
  • Fix email to bounced address

3.47

Link

26 Mar 2018

  • New parameter: statusdefault
  • New parameter: destinationPage
  • New parameter: retURL

3.46

Link

21 Mar 2018

  • new parameters: fieldhidelabel, fieldreadonly
  • update parameter: defaultvalue to accept labels
  • new fields: FieldSet__c and Language__c

3.45

Link

20 Mar 2018

  • New Language parameter
  • New DefaultFilterField parameter
  • New DefaultFilterValue parameter

3.41

Link

21 Feb 2018

  • Save and New SF1 button fix
  • Ability to turn off Save and New

3.37

Link

23 Jan 2018

  • Report fix, CC and BCC options
  • Not Accepted status

3.34

Link

17 Jan 2018

  • Standalone Fields Multiple Attachments Email from non-Contacts

3.29

Link

3 Jan 2018

  • Send Email from Apex option, Process custom option

3.28

Link

21 Dec 2017

  • Default values for input fields

3.25

Link

1 Dec 2017

  • Added CCs from Org-Wide Email addresses starting with "SignatureComplete"

3.24

Link

27 Nov 2017

  • Partner without existing sig record

3.21

Link

17 Nov 2017

  • Adds Save and New, and Cancel buttons

3.20

Link

2 Nov 2017

  • save value functionality added to regular and email signature pages
  • fix of duplicates

3.18

Link

23 Oct 2017

  • Quote Fixes
  • Dynamic Lookups

3.15

Link

5 Oct 2017

  • Dual signature
  • Scheduled signature deletions
  • Dynamic Options

3.14

Link

14 Aug 2017

  • pi - new VF component, simpler custom forms, fix multiple signature record creation on same form

3.13

Link

25 Jul 2017

  • Global "getContactList" method
  • Adds all relevant fields into the cloning function Update to Permission Set to include all Signature fields
  • Attachment creation in future code

3.12

Link

25 Jul 2017

  • Adds multiple dates and contacts to a request
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