Ideas

Showing 197 of 2849

HTML email templates with SF email

Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...

Natsumi Shiraiwa 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

10 VOTE

Support Default Date Format Setting for JotBlocks (e.g., DD/MM/YYYY with Current Date Prefill)

In regions like France, the DD/MM/YYYY date format is the standard. Currently in AssureSign, when adding a Date JotBlock, the validator must be manually configured each time to use the "Date in DD/MM/YYYY format with current date prefill" option. ...

Boris THOMAS 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

8 VOTE

Localize Default Instruction Text for Date JotBlock

When using the Date JotBlock in Nintex AssureSign, the default instruction text ("Enter some brief instructions for the signer") remains in English, even when the template language is set to French (or other supported languages). Why this matters:...

Boris THOMAS 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

8 VOTE

Add Native Checkbox JotBlock for Template Creators

When building templates in Nintex AssureSign, there’s currently no native Checkbox JotBlock option. While support suggests using a Radio Button with one option or a Multi-Select with a single value as workarounds, these aren’t intuitive and add un...

Boris THOMAS 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

15 VOTE

Have a search component within a package for field usage

Today, if you need to see if a document has a specific field, you have to manually open each package and search through it. This takes an extremely long time and wastes resources. To have a feature that we could type in the API of a field and it s...

Rachel Kintz about 1 year ago in Documents / Document Automation 4 Open for voting

1 VOTE

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath about 1 month ago in Documents / DocGen for Salesforce 0

4 VOTE

Pass SFDC flow variables to DocGen Form Fields

Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...

Haley Walsh 4 months ago in Documents / Lightning Experience 0 Open for voting

8 VOTE

DocGen failures due to unsupported PDF

Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.

Kristen Brown 9 months ago in Documents / Document Automation 0 Open for voting

7 VOTE

Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...

Guest 10 months ago in Documents / Setup and Configuration 0 Open for voting

15 VOTE

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

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