Ideas

Showing 130 of 2993

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 8 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Enhanced documentation regarding aligning radio buttons from secure fields in the templates

There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.

Guest 27 days ago in Documents / DocGen for Salesforce 0

10 VOTE

Redirect Users to Intended Page After Login

Currently, when accessing a direct link to a template (or any specific resource) in Nintex AssureSign while not logged in, users are redirected to the login page. However, after successful login, users are taken to the home page, rather than being...

Boris THOMAS 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 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 over 1 year ago in Documents / Document Automation 4 Open for voting

8 VOTE

Allow URL Parameter to Specify Account ID for Automatic Context Switching

In Nintex AssureSign, users can belong to multiple accounts. When trying to view the details of an envelope sent from a different account than the one currently selected, users receive an "Access Denied" error until they manually switch to the cor...

Boris THOMAS 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

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 12 months ago in Documents / Document Automation 0 Open for voting

16 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

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

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

5 VOTE

Support for AssureSign Child Accounts in Salesforce DocGen Integration

In our organization, we use AssureSign child accounts to represent our different business entities under a single parent account. Each child account is used by a distinct Salesforce org. Current limitation: The Nintex DocGen integration in Salesfo...

Boris THOMAS 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

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 about 1 year ago in Documents / Setup and Configuration 0 Open for voting

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