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Nintex Ideas

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Document Automation

Showing 12

Generated Document Tag Management

There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
Guest 24 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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

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 7 months 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 over 3 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
Guest over 2 years 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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 over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting