Nintex Ideas

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Ideas

    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 about 1 year ago in Documents / DocGen for Salesforce 0 Open for voting

    Nintex Trial Licenses After Sandbox Refresh Can Cause Process Failures

    When a Salesforce sandbox is refreshed, Nintex's LMA generates a new license tied to the sandbox's new org ID. By default, the license is created as a 'trial' license until the customer reaches out to Nintex to request it be updated to match the a...
    Haley Walsh 4 months ago in Documents / Installation 0

    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 over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    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 over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    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 almost 2 years ago in Documents / Document Automation 4 Open for voting

    Allow account and user administration via active directory

    Maintaining user access in AssureSign is a completely manual process today. If users leave the company, someone must manually remove the user and their access from AssureSign. It would be helpful to use active directory for AssureSign access instead.
    Jenna Jentges 5 months ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

    Default Language and Timezone from Account Settings When Creating a User

    When creating a new user in Nintex, it would be highly beneficial if the user's language and timezone settings could automatically default to the values defined in their associated account settings. This would streamline the onboarding process, re...
    Boris THOMAS over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

    API Support for Preconfigured JotBlocks in the Signer Panel (Template-Specific)

    When building templates using the /templates API endpoint, it is currently only possible to define JotBlocks by placing them at specific X/Y coordinates directly on the document. We would like to propose a feature enhancement to allow the creation...
    Boris THOMAS over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / API 0

    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 over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    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 over 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0