Documents

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Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath 12 days ago in Documents / DocGen for Salesforce 0

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre about 1 month ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji 2 months ago in Documents / DocGen for Salesforce 0 Open for voting

1 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest 4 months ago in Documents / Nintex DocGen 0 Open for voting

4 VOTE

Pass SFDC flow variables to DocGen Form Fields

Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...

Haley Walsh 4 months ago in Documents / Lightning Experience 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 5 months ago in Documents / Lightning Experience 1 Reported as bug

12 VOTE

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

1 VOTE

Reinstate ability to upload multiple images at once

We used to have the ability to upload multiple images in one go, but this has recently been removed. Uploading many images now takes an age

Guest 6 months ago in Documents / UX/UI 0 Not Planned

1 VOTE

Add an Original Test Download option with Keep word formulas to the DDP Test component

Brent Byhre 6 months ago in Documents / DocGen for Salesforce 0 Open for voting

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