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Nintex Ideas

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Document Automation

Showing 14 of 2304

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Con...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...
Guest over 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...
Andy Emery 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...
Andy Emery 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...

Combine Files into one via a collection

It would be nice to be able to have all files in the collection combined in the order they are in the collection into one file. Right now we have to figure out how many files were uploaded and then configure document generation actions for each nu...
Unknown Unknown 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting