Nintex Ideas

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Document Automation

Showing 12 of 2152

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 about 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 about 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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 about 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 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...
Chris Ben 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
Guest almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Dynamically controlling the Field codes conversion to text

In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field...
Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 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 8 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0

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 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting